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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
776
World Investment Advisors
California
$669K +$168K +1,732 +50%
ECM
777
Everence Capital Management
Indiana
$668K -$674K -6,930 -57%
GIA
778
Gladstone Institutional Advisory
Florida
$668K +$63.7K +655 +14%
HWM
779
HB Wealth Management
Georgia
$666K -$143K -1,466 -22%
SFI
780
Siemens Fonds Invest
Germany
$661K +$97K +997 +24%
TWM
781
Tripletail Wealth Management
Florida
$660K +$458K +4,707 New
SIA
782
Schear Investment Advisers
Ohio
$654K +$495K +5,095 New
HIA
783
Harbor Investment Advisory
Maryland
$653K +$48.5K +499 +11%
FWA
784
FSM Wealth Advisors
Ohio
$651K +$167K +1,717 +50%
CPIG
785
Chicago Partners Investment Group
Illinois
$649K +$78.4K +806 +19%
CMBA
786
C.M. Bidwell & Associates
Hawaii
$649K -$14.8K -152 -3%
CAIMH
787
Central Asset Investments & Management Holdings
Hong Kong
$648K +$491K +5,050 New
BFIC
788
Bedell Frazier Investment Counselling
California
$648K +$3.89K +40 +0.8%
HA
789
Harbor Advisors
Florida
$642K – – –
NL
790
NKCFO LLC
Illinois
$642K +$486K +5,000 New
DAS
791
Diversify Advisory Services
Utah
$641K +$119K +1,219 +38%
AWA
792
Arete Wealth Advisors
Illinois
$641K -$45.7K -470 -9%
SWM
793
Segment Wealth Management
Texas
$638K +$1.65K +17 +0.3%
MP
794
McDonald Partners
Ohio
$632K – – –
BCM
795
Berbice Capital Management
New York
$629K +$19.4K +200 +4%
WA
796
Waddell & Associates
Tennessee
$627K +$125K +1,290 +36%
AG
797
AlTi Global
New York
$626K +$12.1K +124 +3%
DWM
798
Dakota Wealth Management
Florida
$624K -$3.42M -35,220 -88%
LAIC
799
Lederer & Associates Investment Counsel
California
$618K -$445K -4,572 -49%
CM
800
Capula Management
Cayman Islands
$616K +$467K +4,800 New
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