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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1201
Clear Harbor Asset Management
Connecticut
$8.25M +$135K +501 +2%
PCG
1202
Prosperity Consulting Group
Maryland
$8.22M +$4.41M +16,301 +120%
DAS
1203
Diversify Advisory Services
Utah
$8.21M -$661K -2,446 -8%
NS
1204
NBC Securities
Alabama
$8.18M +$15.4K +57 +0.2%
GS
1205
GTS Securities
Florida
$8.17M -$8.03M -29,717 -50%
PCTC
1206
Perkins Coie Trust Company
Washington
$8.17M -$104K -386 -1%
MWM
1207
Marietta Wealth Management
Georgia
$8.17M +$251K +928 +3%
CPA
1208
Capital Planning Advisors
California
$8.16M +$20.3K +75 +0.3%
GSP
1209
Grafton Street Partners
Florida
$8.14M – – –
FCT
1210
Family Capital Trust
Massachusetts
$8.14M -$811 -3 -0%
ST
1211
Spinnaker Trust
Maine
$8.12M -$47.9K -177 -0.6%
NP
1212
Nilsine Partners
Colorado
$8.11M -$130K -482 -2%
TIM
1213
Thompson Investment Management
Wisconsin
$8.09M +$96.2K +356 +1%
TH
1214
TCTC Holdings
Texas
$8.07M +$301K +1,113 +4%
CWP
1215
Cyndeo Wealth Partners
Florida
$8.07M +$114K +420 +1%
GEA
1216
Glen Eagle Advisors
New Jersey
$8.05M +$166K +613 +2%
GCL
1217
Gouws Capital LLC
North Carolina
$8.04M +$79.5K +294 +1%
TCOO
1218
Trust Company of Oklahoma
Oklahoma
$8.04M +$121K +447 +2%
CCM
1219
Consolidated Capital Management
California
$8.03M -$2.32M -8,582 -23%
FC
1220
FORA Capital
Florida
$7.99M +$7.85M +29,049 New
TPCM
1221
Templeton & Phillips Capital Management
Tennessee
$7.99M – – –
CAM
1222
Cypress Asset Management
Texas
$7.99M +$68.4K +253 +0.9%
AAF
1223
Andra AP-fonden
Sweden
$7.98M -$2.65M -9,800 -25%
SS
1224
Sunbelt Securities
Texas
$7.94M -$508K -1,878 -6%
HR
1225
Howe & Rusling
New York
$7.94M +$869K +3,216 +13%
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