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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Circle Wealth Management
New Jersey
$2.97M -$35.2K -376 -1%
ATC
1002
Argent Trust Co
Tennessee
$2.97M -$4.39K -47 -0.2%
LNWWM
1003
Laird Norton Wetherby Wealth Management
California
$2.97M +$279K +2,982 +11%
KHCM
1004
Kirtland Hills Capital Management
Ohio
$2.96M +$978K +10,457 +53%
OAM
1005
Ostrum Asset Management
France
$2.96M -$412K -4,401 -13%
BCB
1006
Brian C. Broderick
$2.95M +$480K +5,129 +21%
SMTF
1007
Sphera Management Technology Funds
Israel
$2.94M -$468K -5,000 -14%
BBWA
1008
Bell & Brown Wealth Advisors
California
$2.93M -$10.9K -117 -0.4%
WAP
1009
Wealthcare Advisory Partners
Pennsylvania
$2.93M +$84.1K +899 +3%
AWCI
1010
Alpine Woods Capital Investors
New York
$2.93M +$14.6K +156 +0.5%
SFFS
1011
Stonehage Fleming Financial Services
Jersey
$2.92M – – –
AGWCA
1012
Annis Gardner Whiting Capital Advisors
Florida
$2.91M +$837K +8,949 +43%
1WM
1013
1858 Wealth Management
Ohio
$2.91M -$144K -1,540 -5%
BP
1014
Ballentine Partners
Massachusetts
$2.91M +$140K +1,496 +5%
GF
1015
Gabelli Funds
New York
$2.9M +$271K +2,900 +11%
HAS
1016
HBW Advisory Services
California
$2.9M +$119K +1,274 +4%
SAM
1017
Shell Asset Management
Netherlands
$2.9M -$10.3M -110,504 -79%
BAM
1018
Belpointe Asset Management
Nevada
$2.9M -$320K -3,424 -10%
FG
1019
Formula Growth
Quebec, Canada
$2.89M – – –
MWM
1020
Mission Wealth Management
California
$2.89M -$235K -2,510 -8%
BM
1021
Brandywine Managers
Delaware
$2.88M – – –
LIM
1022
Leavell Investment Management
Alabama
$2.87M -$74.8K -800 -3%
NL
1023
NVWM LLC
Pennsylvania
$2.86M +$25.3K +270 +0.9%
AI
1024
AXS Investments
New York
$2.85M +$110K +1,171 +4%
WA
1025
Waverly Advisors
Alabama
$2.84M +$173K +1,845 +7%
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