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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1301
HBK Sorce Advisory
Pennsylvania
$8.64M -$105K -309 -1%
CCS
1302
Concentric Capital Strategies
Connecticut
$8.64M +$2.72M +8,037 +48%
OWP
1303
Obermeyer Wealth Partners
Colorado
$8.63M +$149K +440 +2%
CCM
1304
Condor Capital Management
New Jersey
$8.63M -$171K -506 -2%
SC
1305
Searle & Co
Connecticut
$8.61M – – –
SW
1306
SteelPeak Wealth
California
$8.59M +$115K +339 +1%
KM
1307
KP Management
Minnesota
$8.59M +$1.86M +5,500 +29%
AC
1308
Asio Capital
Kentucky
$8.57M +$71.1K +210 +0.9%
VCM
1309
Voleon Capital Management
California
$8.56M +$5.85M +17,284 +242%
EPFB
1310
Employees Provident Fund Board
Malaysia
$8.55M -$203K -600 -2%
ACA
1311
Atlas Capital Advisors
Wyoming
$8.55M – – –
BMCM
1312
Bryn Mawr Capital Management
Pennsylvania
$8.54M -$2.11M -6,247 -20%
HCM
1313
Harvey Capital Management
Florida
$8.53M -$36.5K -108 -0.4%
SIM
1314
Seilern Investment Management
United Kingdom
$8.53M -$5.27M -15,560 -39%
AIMA
1315
Ables Iannone Moore & Associates
Georgia
$8.52M -$78.2K -231 -0.9%
SAM
1316
Smartleaf Asset Management
Massachusetts
$8.5M +$330K +974 +4%
CAM
1317
Clio Asset Management
Virginia
$8.49M +$1.22M +3,616 +18%
SCM
1318
Sitrin Capital Management
California
$8.48M -$22K -65 -0.3%
KP
1319
Keel Point
Alabama
$8.47M -$109K -323 -1%
WA
1320
WP Advisors
California
$8.47M +$338K +1,000 +4%
WPC
1321
Wedmont Private Capital
Pennsylvania
$8.46M +$349K +1,031 +4%
CS
1322
Cannell & Spears
New York
$8.46M +$97.5K +288 +1%
FCP
1323
Fidelis Capital Partners
Florida
$8.45M +$454K +1,341 +6%
CF
1324
Clarity Financial
Texas
$8.45M +$653K +1,931 +9%
HCA
1325
Harbor Capital Advisors
Illinois
$8.45M +$8.16M +24,106 New
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