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Name Holding Trade Value Shares
Change 		Change in
Stake
JGC
701
J. Goldman & Co
New York
$518K +$764K +7,178 New
DAS
702
Dynamic Advisor Solutions
Arizona
$518K +$763K +7,172 New
CAM
703
Covenant Asset Management
New Jersey
$512K +$754K +7,086 New
GCC
704
Guardian Capital (Canada)
Ontario, Canada
$510K +$752K +7,064 New
CA
705
Cullinan Associates
Kentucky
$507K +$747K +7,022 New
CCM
706
Coldstream Capital Management
Washington
$500K +$51.9K +488 +8%
KCFA
707
Key Client Fiduciary Advisors
New Jersey
$500K +$363K +3,410 +97%
PWS
708
Peterson Wealth Services
Utah
$498K +$11K +103 +2%
RCA
709
Roberts Capital Advisors
Colorado
$495K +$729K +6,852 New
WIM
710
WealthPlan Investment Management
Nebraska
$493K +$9.15K +86 +1%
SIA
711
Strategic Investment Advisors
Michigan
$493K +$727K +6,833 New
DA
712
Dover Advisors
Virginia
$491K +$724K +6,805 New
UM
713
UniSuper Management
Australia
$491K – – –
FFO
714
Fiduciary Family Office
Florida
$491K +$723K +6,794 New
CQWA
715
Chokshi & Queen Wealth Advisors
California
$490K +$722K +6,780 New
WCAMG
716
Woodard & Company Asset Management Group
North Carolina
$488K +$52.6K +494 +8%
QPW
717
Quantum Private Wealth
Florida
$486K +$85.2K +800 +13%
GP
718
Gallo Partners
New Jersey
$486K -$994K -9,338 -58%
PTC
719
Petrus Trust Company
Texas
$486K +$716K +6,725 New
PIA
720
Prakash Investment Advisors
Massachusetts
$485K +$330K +3,100 +86%
KWM
721
Kingsview Wealth Management
Oregon
$484K +$88.6K +832 +14%
NAM
722
NorthCrest Asset Manangement
Minnesota
$484K +$171K +1,602 +31%
S
723
SignatureFD
Georgia
$482K -$41.2K -387 -5%
HWM
724
HB Wealth Management
Georgia
$480K +$230K +2,157 +48%
HIM
725
Hillsdale Investment Management
Ontario, Canada
$480K – – –
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