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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1401
Farmers & Merchants Trust Company
California
$5.5M +$183K +744 +4%
MSAM
1402
Moloney Securities Asset Management
Missouri
$5.49M +$64.3K +261 +1%
CWA
1403
Clarity Wealth Advisors
California
$5.49M -$3.7K -15 -0.1%
BGI
1404
BlueDrive Global Investors
United Kingdom
$5.46M +$5.17M +20,980 New
GWM
1405
Geneos Wealth Management
Colorado
$5.45M -$2.33M -9,435 -31%
CC
1406
Cannell & Co
New York
$5.45M +$100K +407 +2%
CANC
1407
Culbertson A N & Co
Virginia
$5.45M -$173K -700 -3%
BCM
1408
Barrier Capital Management
California
$5.44M -$665K -2,697 -11%
IWA
1409
Icon Wealth Advisors
Texas
$5.43M +$5.14M +20,871 New
WA1
1410
Wimmer Associates 1
California
$5.43M -$60.4K -245 -1%
SIAP
1411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.42M -$89.5K -363 -2%
MCP
1412
Mirador Capital Partners
California
$5.42M -$56.7K -230 -1%
AWA
1413
Arete Wealth Advisors
Illinois
$5.4M +$5.12M +20,754 New
TCA
1414
Trifecta Capital Advisors
Illinois
$5.4M +$140K +570 +3%
OHWP
1415
Oak Harbor Wealth Partners
North Carolina
$5.4M -$94.4K -383 -2%
IAS
1416
Insigneo Advisory Services
Florida
$5.4M +$515K +2,091 +11%
AWM
1417
Avitas Wealth Management
California
$5.39M +$90.2K +366 +2%
EAM
1418
EFG Asset Management
Oregon
$5.39M +$2.01M +8,150 +65%
HVP
1419
Hudson Value Partners
Florida
$5.38M +$73.5K +298 +1%
FFA
1420
First Foundation Advisors
California
$5.37M -$2.45M -9,955 -33%
SF
1421
Summit Financial
New Jersey
$5.34M +$313K +1,269 +7%
CW
1422
CreativeOne Wealth
Kansas
$5.34M +$1.23K +5 +0%
UCMOK
1423
United Capital Management of KS
Kansas
$5.34M +$48.3K +196 +1%
PP
1424
Pacifica Partners
Canada
$5.33M +$228K +924 +5%
TLP
1425
Trinity Legacy Partners
Texas
$5.32M -$37.2K -151 -0.7%
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