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Name Holding Trade Value Shares
Change 		Change in
Stake
GF
901
Gabelli Funds
New York
$312K +$320K +7,433 New
AA
902
Aire Advisors
California
$310K +$319K +7,399 New
AAS
903
Avantax Advisory Services
Texas
$309K -$37.4K -867 -11%
OPWM
904
Oxinas Partners Wealth Management
Indiana
$309K +$91.6K +2,124 +40%
KCM
905
Kennicott Capital Management
California
$308K – – –
BAM
906
Bosun Asset Management
Illinois
$307K +$316K +7,330 New
LFASL
907
Lugano Financial Advisors SA (LFA)
Switzerland
$305K +$244K +5,665 +350%
NFG
908
Next Financial Group
Texas
$304K -$17K -394 -5%
MSAM
909
Moloney Securities Asset Management
Missouri
$304K -$16.8K -390 -5%
OIA
910
OneDigital Investment Advisors
Kansas
$298K -$30.3K -702 -9%
OWP
911
Obermeyer Wealth Partners
Colorado
$298K -$1.72K -40 -0.6%
BPC
912
Banque Pictet & Cie
Switzerland
$298K +$6.9K +160 +2%
AWE
913
Avidian Wealth Enterprises
Texas
$298K +$85.1K +1,973 +38%
DAS
914
Dynamic Advisor Solutions
Arizona
$296K -$29.7K -689 -9%
ZIMP
915
Zimmermann Investment Management & Planning
Pennsylvania
$295K +$303K +7,036 New
AA
916
Ancora Advisors
Ohio
$294K +$948 +22 +0.3%
CL
917
CPWM LLC
Washington
$294K +$283K +6,568 New
SMC
918
Smith, Moore & Co
Missouri
$293K -$5.6K -130 -2%
GA
919
GFS Advisors
Texas
$293K +$5.82K +135 +2%
KSWA
920
Kathleen S. Wright Associates
Pennsylvania
$293K +$301K +6,990 New
PNAA
921
Pictet North America Advisors
Switzerland
$291K – – –
WI
922
Wintrust Investments
Illinois
$291K +$299K +6,935 New
FNBOH
923
First National Bank of Hutchinson
Kansas
$291K +$300K +6,951 New
FCA
924
FLC Capital Advisors
California
$289K +$2.59K +60 +0.9%
TCM
925
Traynor Capital Management
Pennsylvania
$289K +$298K +6,905 New
35 36
37
38 39