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Name Holding Trade Value Shares
Change 		Change in
Stake
NO
976
Ninety One
South Africa
$7.22M +$2.39M +6,897 +73%
EP
977
Edgestream Partners
New Jersey
$7.2M +$3.91M +11,270 +229%
DIM
978
DLK Investment Management
California
$7.2M -$714K -2,060 -11%
PTP
979
Platform Technology Partners
New York
$7.2M +$316K +912 +6%
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$7.19M -$198K -570 -3%
CCM
981
Collar Capital Management
Wisconsin
$7.19M -$284K -818 -5%
GCA
982
Gradient Capital Advisors
California
$7.17M -$564K -1,627 -9%
CIC
983
Carnegie Investment Counsel
Ohio
$7.14M +$818K +2,359 +17%
CWM
984
Crowley Wealth Management
Delaware
$7.13M -$57.6K -166 -1%
WAM
985
WT Asset Management
Hong Kong
$7.12M +$5.55M +16,000 New
HCMT
986
Highland Capital Management (Tennessee)
Tennessee
$7.11M -$2.27M -6,551 -29%
APP
987
Avantax Planning Partners
Iowa
$7.07M +$133K +384 +2%
ONB
988
Old National Bancorp
Indiana
$7.03M +$220K +633 +4%
LFA
989
Legacy Financial Advisors
Kentucky
$7.02M -$494K -1,425 -8%
RWM
990
Rockline Wealth Management
New York
$7.01M +$793K +2,285 +17%
KA
991
Kercheville Advisors
Texas
$7M -$918K -2,647 -14%
QFW
992
QTR Family Wealth
Florida
$6.99M +$409K +1,179 +8%
LCM
993
Legato Capital Management
California
$6.98M – – –
ET
994
Equitable Trust
Tennessee
$6.97M +$89.5K +258 +2%
SWM
995
SeaCrest Wealth Management
New York
$6.94M -$617K -1,779 -10%
PP
996
PDS Planning
Ohio
$6.94M +$347 +1 +0%
EFG
997
Ethos Financial Group
Pennsylvania
$6.93M +$141K +406 +3%
MCIA
998
Mountain Capital Investment Advisors
Colorado
$6.93M +$207K +598 +4%
BSC
999
Brown Shipley & Co
United Kingdom
$6.93M -$275K -794 -5%
RWP
1000
Revolve Wealth Partners
New Jersey
$6.93M -$634K -1,829 -11%
38 39
40
41 42