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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1301
Shorepath Capital Management
Utah
$8.72M -$284K -814 -3%
SC
1302
Searle & Co
Connecticut
$8.72M – – –
CW
1303
CreativeOne Wealth
Kansas
$8.71M +$553K +1,586 +7%
HPIA
1304
Hamilton Point Investment Advisors
North Carolina
$8.69M -$450K -1,291 -5%
CT
1305
Clearstead Trust
Maine
$8.67M +$123K +353 +1%
XI
1306
XXEC Inc
Oklahoma
$8.6M -$2.03M -5,828 -19%
BZWA
1307
Blue Zone Wealth Advisors
California
$8.58M +$565K +1,621 +7%
HCM
1308
Harvey Capital Management
Florida
$8.54M -$115K -330 -1%
CS
1309
Cannell & Spears
New York
$8.53M -$42.5K -122 -0.5%
OWP
1310
Obermeyer Wealth Partners
Colorado
$8.52M -$215K -618 -3%
AF
1311
Ally Financial
Michigan
$8.52M +$8.37M +24,000 New
AIMA
1312
Ables Iannone Moore & Associates
Georgia
$8.52M -$107K -307 -1%
CCM
1313
Condor Capital Management
New Jersey
$8.51M -$224K -644 -3%
HCA
1314
Harbor Capital Advisors
Illinois
$8.51M -$47.8K -137 -0.6%
BFW
1315
Brady Family Wealth
Missouri
$8.51M -$318K -912 -4%
PL
1316
Parkwood LLC
Ohio
$8.48M -$10.1M -29,065 -55%
PWM
1317
Purus Wealth Management
California
$8.47M -$23.7K -68 -0.3%
ACA
1318
Atlas Capital Advisors
Wyoming
$8.41M -$244K -700 -3%
SB
1319
Strategic Blueprint
Georgia
$8.41M +$560K +1,606 +7%
TI
1320
Trexquant Investment
Connecticut
$8.41M +$8.26M +23,689 New
S
1321
SimplyRich
California
$8.36M – – –
FSA
1322
Fort Sheridan Advisors
Illinois
$8.36M -$421K -1,209 -5%
ECM
1323
Evergreen Capital Management
Washington
$8.36M +$352K +1,009 +4%
LPCM
1324
Lynwood Price Capital Management
Texas
$8.34M – – –
HW
1325
Hedeker Wealth
Illinois
$8.34M -$106K -305 -1%
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