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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
726
Tectonic Advisors
Texas
$539K – – –
IFG
727
Independent Financial Group
California
$538K +$210K +824 +56%
VFA
728
Values First Advisors
Tennessee
$536K -$371K -1,452 -39%
ACM
729
Advisors Capital Management
New Jersey
$534K +$583K +2,286 New
GSEP
730
Golden State Equity Partners
California
$532K +$28.8K +113 +5%
GC
731
Garde Capital
Washington
$524K – – –
SAM
732
Shell Asset Management
Netherlands
$524K -$13.8K -54 -2%
KHCM
733
Kirtland Hills Capital Management
Ohio
$524K -$32.4K -127 -5%
MG
734
Marex Group
$520K +$568K +2,227 New
UWS
735
Unique Wealth Strategies
Illinois
$517K +$25.8K +101 +5%
QI
736
Qtron Investments
Massachusetts
$516K -$262K -1,026 -32%
BTWM
737
Baker Tilly Wealth Management
Wisconsin
$514K -$13.3K -52 -2%
OAM
738
Ostrum Asset Management
France
$511K -$14.8K -58 -3%
BOH
739
Bank of Hawaii
Hawaii
$508K – – –
VFA
740
Valeo Financial Advisors
Indiana
$508K +$80.9K +317 +17%
JIC
741
Johnson Investment Counsel
Ohio
$503K +$549K +2,152 New
CI
742
Cigna Investments
Connecticut
$497K -$6.38K -25 -1%
BFM
743
Boothbay Fund Management
New York
$490K -$148K -581 -22%
PGFC
744
Peapack-Gladstone Financial Corp
New Jersey
$484K -$48.2K -189 -8%
GAM
745
Groupama Asset Management
France
$483K +$517K +2,025 New
WIA
746
World Investment Advisors
California
$482K +$38K +149 +8%
HWAM
747
Hennion & Walsh Asset Management
New Jersey
$480K +$74.8K +293 +17%
SWM
748
Spire Wealth Management
Virginia
$480K +$24.2K +95 +5%
IWC
749
Integrated Wealth Concepts
Massachusetts
$480K +$5.36K +21 +1%
SFFS
750
Stonehage Fleming Financial Services
Jersey
$478K -$1.53K -6 -0.3%
28 29
30
31 32