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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
1526
Codex Capital Asset Management
Texas
$6.27M +$228K +670 +4%
GM
1527
GeoWealth Management
Illinois
$6.26M -$224K -658 -4%
GAAM
1528
Guinness Atkinson Asset Management
California
$6.26M -$349K -1,023 -5%
ISB
1529
Iowa State Bank
Iowa
$6.26M -$85.2K -250 -1%
RFA
1530
ROI Financial Advisors
Oregon
$6.26M +$38.5K +113 +0.6%
GI
1531
GS Investments
Minnesota
$6.25M -$831K -2,438 -12%
SIM
1532
Sterling Investment Management
Arizona
$6.25M +$1.85M +5,421 +44%
HIP
1533
Harrell Investment Partners
Texas
$6.25M -$14.7K -43 -0.2%
BCM
1534
Bretton Capital Management
California
$6.24M – – –
CRI
1535
Commonwealth Retirement Investments
Virginia
$6.22M +$112K +329 +2%
KWA
1536
Kingswood Wealth Advisors
California
$6.22M +$1.08M +3,182 +22%
EWA
1537
EverSource Wealth Advisors
Alabama
$6.21M -$92.7K -272 -2%
VA
1538
VestGen Advisors
Illinois
$6.21M -$4.29M -12,591 -42%
TNA
1539
True North Advisors
Texas
$6.19M +$225K +660 +4%
JF
1540
Jericho Financial
Ohio
$6.16M +$266K +781 +5%
FMN
1541
Financial Management Network
California
$6.16M -$46.3K -136 -0.8%
AGM
1542
Aragon Global Management
Florida
$6.15M – – –
JA
1543
JLB & Associates
Michigan
$6.15M +$204K +599 +4%
PWM
1544
Palumbo Wealth Management
New York
$6.14M +$35.4K +104 +0.6%
KM
1545
KP Management
Minnesota
$6.14M – – –
CSA
1546
Cottage Street Advisors
Massachusetts
$6.13M -$45.7K -134 -0.8%
OLA
1547
Oliver Luxxe Assets
New Jersey
$6.13M -$80.4K -236 -1%
VPI
1548
Value Partners Investments
Manitoba, Canada
$6.13M +$279K +820 +5%
JSW
1549
Journey Strategic Wealth
New Jersey
$6.13M +$132K +388 +2%
XT
1550
XTX Topco
Cayman Islands
$6.12M +$4.51M +13,237 +314%
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