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Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
1501
Oliver Luxxe Assets
New Jersey
$6.05M +$390K +1,127 +7%
RFA
1502
ROI Financial Advisors
Oregon
$6.05M -$78.6K -227 -1%
BCM
1503
BlueCrest Capital Management
Jersey
$6.05M +$6.13M +17,712 New
CSA
1504
Cottage Street Advisors
Massachusetts
$6.04M -$94.5K -273 -2%
CB
1505
Cadence Bank
Mississippi
$6.03M -$302K -873 -5%
GP
1506
Greenline Partners
New York
$6.02M -$93.4K -270 -2%
SMA
1507
Sage Mountain Advisors
Georgia
$6.01M +$1.02M +2,957 +20%
TCOT
1508
Trust Company of Toledo
Ohio
$6M +$208K +600 +4%
TPA
1509
Trivium Point Advisory
Connecticut
$6M -$2.81M -8,133 -32%
AGM
1510
Aragon Global Management
Florida
$5.99M – – –
KM
1511
KP Management
Minnesota
$5.97M – – –
RAG
1512
RIA Advisory Group
Iowa
$5.95M +$452K +1,306 +8%
UAM
1513
Unison Asset Management
Florida
$5.95M – – –
ITFISA
1514
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.95M -$594K -1,716 -9%
BCM
1515
Berbice Capital Management
New York
$5.94M +$3.46K +10 +0.1%
CRI
1516
Commonwealth Retirement Investments
Virginia
$5.94M +$616K +1,781 +11%
DR
1517
Davis Rea
Ontario, Canada
$5.94M -$189K -547 -3%
RWB
1518
RMR Wealth Builders
New Jersey
$5.94M -$44.3K -128 -0.7%
RCWM
1519
Royal Capital Wealth Management
Indiana
$5.93M +$15.9K +46 +0.3%
GFA
1520
Gifford Fong Associates
California
$5.93M – – –
NAM
1521
Nutshell Asset Management
United Kingdom
$5.92M +$3.76M +10,850 +167%
JGCM
1522
Joseph Group Capital Management
Ohio
$5.91M +$761K +2,198 +15%
BST
1523
Bath Savings Trust
Maine
$5.87M -$73K -211 -1%
CCAM
1524
Codex Capital Asset Management
Texas
$5.87M – – –
PTC
1525
Philadelphia Trust Company
Pennsylvania
$5.87M +$43.6K +126 +0.7%
59 60
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62 63