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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
626
TwinBeech Capital
New York
$332K +$405K +2,554 New
AI
627
AXS Investments
New York
$331K -$77.6K -489 -16%
OQS
628
Occudo Quantitative Strategies
Florida
$331K -$3.44M -21,667 -89%
FMI
629
Frec Markets Inc
California
$328K +$401K +2,525 New
HWAM
630
Hennion & Walsh Asset Management
New Jersey
$325K +$57.9K +365 +17%
BW
631
BIP Wealth
Georgia
$325K -$13.7K -86 -3%
SI
632
Stephens Inc
Arkansas
$325K -$45.9K -289 -10%
SCA
633
Snowden Capital Advisors
New York
$324K +$71.9K +453 +22%
HCM
634
Howard Capital Management
Georgia
$323K -$530K -3,342 -57%
SWP
635
Sagespring Wealth Partners
Tennessee
$321K +$66.3K +418 +20%
BFG
636
Birch Financial Group
New Hampshire
$320K +$36.5K +230 +10%
CFG
637
Chapman Financial Group
Hawaii
$320K -$31.7K -200 -8%
WF
638
Welch & Forbes
Massachusetts
$317K – – –
GWS
639
Greykasell Wealth Strategies
California
$316K -$295K -1,859 -43%
SIC
640
SFE Investment Counsel
California
$316K -$346K -2,180 -47%
CAG
641
Crestwood Advisors Group
Massachusetts
$309K +$221K +1,394 +142%
TAM
642
Trust Asset Management
Texas
$308K – – –
CIA
643
Concurrent Investment Advisors
Florida
$306K -$376K -2,370 -50%
RIG
644
Ramiah Investment Group
Wisconsin
$306K +$76K +479 +26%
SIP
645
Stoneridge Investment Partners
Pennsylvania
$306K -$781K -4,920 -68%
CMF
646
Counterpoint Mutual Funds
California
$303K +$370K +2,333 New
LB
647
Legacy Bridge
Iowa
$303K -$6.98K -44 -2%
PF
648
Phoenix Financial
Israel
$302K -$971K -6,116 -72%
WFA
649
Wellspring Financial Advisors
Ohio
$301K +$367K +2,315 New
HIP
650
Harrell Investment Partners
Texas
$301K -$1.11K -7 -0.3%
24 25
26
27 28