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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
926
Costello Asset Management
Pennsylvania
$3.21M +$65.9K +800 +2%
CCM
927
Connective Capital Management
California
$3.21M +$2.83M +34,388 New
MCM
928
Monument Capital Management
Virginia
$3.21M +$2.83M +34,385 New
GWMR
929
GC Wealth Management RIA
Massachusetts
$3.18M +$2.47M +29,974 +727%
WAOTB
930
Wealth Advisors of Tampa Bay
Florida
$3.16M +$28K +340 +1%
FHWM
931
Fox Hill Wealth Management
Massachusetts
$3.16M +$2.79M +33,870 New
VF
932
Vest Financial
Virginia
$3.16M +$785K +9,534 +39%
TFA
933
Teamwork Financial Advisors
Texas
$3.13M -$14.9M -180,820 -84%
GIM
934
Glenmede Investment Management
Pennsylvania
$3.13M +$2.76M +33,549 New
MOS
935
MGO One Seven
Ohio
$3.12M +$332K +4,033 +14%
SI
936
Symmetry Investments
Jersey
$3.11M +$2.2M +26,676 +402%
BA
937
Birinyi Associates
Connecticut
$3.11M +$24.7K +300 +0.9%
VA
938
Valmark Advisers
Ohio
$3.1M +$6.42K +78 +0.2%
KOCAA
939
Knights of Columbus Asset Advisors
Connecticut
$3.09M +$51.6K +627 +2%
KPF
940
K2 Principal Fund
Ontario, Canada
$3.08M -$114K -1,382 -4%
MJP
941
Michael J. Puzo
$3.08M +$1.4M +17,020 +107%
BAM
942
Belpointe Asset Management
Nevada
$3.08M -$352K -4,271 -11%
CIM
943
Chapman Investment Management
California
$3.07M +$8.89K +108 +0.3%
PP
944
Postrock Partners
Oregon
$3.05M – – –
PTC
945
Private Trust Company
Ohio
$3.02M +$396K +4,808 +17%
CCM
946
Coldstream Capital Management
Washington
$3.01M +$452K +5,494 +21%
CUAMC
947
China Universal Asset Management Company
China
$3M -$3.05M -37,000 -53%
MMM
948
Mendel Money Management
Illinois
$3M +$230K +2,795 +10%
HIP
949
HUB Investment Partners
Texas
$3M +$941K +11,436 +55%
SMH
950
Sanders Morris Harris
Texas
$2.99M +$2.63M +32,000 New
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