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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1951
Capital Insight Partners
Arizona
$1.72M -$36.1K -167 -2%
PAM
1952
Pegasus Asset Management
New York
$1.72M -$8.87K -41 -0.5%
IF
1953
Intrua Financial
Texas
$1.72M +$16.7K +77 +1%
WANY
1954
Wealthspire Advisors (New York)
New York
$1.72M -$2.55M -11,784 -60%
HEIP
1955
Hudson Edge Investment Partners
New Jersey
$1.71M -$86.5K -400 -5%
BFPW
1956
BOK Financial Private Wealth
Colorado
$1.71M +$621K +2,869 +59%
PMFA
1957
Plante Moran Financial Advisors
Michigan
$1.7M -$54.5K -252 -3%
DA
1958
DCM Advisors
New York
$1.7M +$245K +1,132 +17%
EWA
1959
EverSource Wealth Advisors
Alabama
$1.7M +$517K +2,392 +45%
PIA
1960
Perennial Investment Advisors
California
$1.7M +$4.76K +22 +0.3%
LPIC
1961
LeJeune Puetz Investment Counsel
Michigan
$1.7M – – –
SMG
1962
Spectrum Management Group
Indiana
$1.69M +$1.65M +7,625 +76,250%
MMC
1963
Mizuho Markets Cayman
Cayman Islands
$1.69M -$206K -954 -11%
GWM
1964
Gray Wealth Management
Maine
$1.67M -$69.9K -323 -4%
SCP
1965
Shorepoint Capital Partners
Massachusetts
$1.67M +$22.1K +102 +1%
AWM
1966
Angeles Wealth Management
California
$1.67M +$1.63M +7,532 New
ICM
1967
Intrepid Capital Management
Florida
$1.67M +$865 +4 +0.1%
MFP
1968
Meridian Financial Partners
Virginia
$1.67M +$19.5K +90 +1%
SOAMC
1969
Spirit of America Management Corp
New York
$1.66M -$411K -1,900 -20%
CASB
1970
Cape Ann Savings Bank
Massachusetts
$1.65M -$50.4K -233 -3%
AWG
1971
Altus Wealth Group
Colorado
$1.65M +$22.5K +104 +1%
BLC
1972
Brown, Lisle/Cummings
Rhode Island
$1.64M +$69.4K +321 +5%
BOPW
1973
Brandywine Oak Private Wealth
Pennsylvania
$1.64M +$1.51K +7 +0.1%
PR
1974
Payden & Rygel
California
$1.64M -$36.3M -167,800 -96%
AC
1975
ASB Consultores
Florida
$1.64M +$494K +2,285 +45%
77 78
79
80 81