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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
726
Griffin Asset Management
New York
$203K +$190K +1,800 New
IIM
727
Ipswich Investment Management
Massachusetts
$203K +$190K +1,800 New
RWP
728
Ridgecrest Wealth Partners
California
$203K +$190K +1,800 New
PWG
729
Portside Wealth Group
Utah
$202K +$190K +1,797 New
VSQM
730
V-Square Quantitative Management
Illinois
$201K +$189K +1,788 New
WC
731
Weil Company
California
$201K +$189K +1,786 New
NSIM
732
North Star Investment Management
Illinois
$195K – – –
HIIFS
733
Harel Insurance Investments & Financial Services
Israel
$194K +$14K +132 +8%
CA
734
Clearstead Advisors
Ohio
$178K – – –
ST
735
Smithfield Trust
Pennsylvania
$174K – – –
AWM
736
Atticus Wealth Management
Florida
$172K +$56.2K +531 +53%
HSA
737
Hussman Strategic Advisors
Maryland
$168K +$157K +1,488 New
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K -$16K -151 -9%
AP
739
Arlington Partners
Alabama
$151K +$142K +1,343 New
DWMG
740
DB Wealth Management Group
California
$150K – – –
AA
741
Addison Advisors
Vermont
$145K -$4.55K -43 -3%
SIM
742
Sentry Investment Management
Wisconsin
$143K -$479K -4,530 -78%
AIM
743
Anchor Investment Management
South Carolina
$139K – – –
CLOS
744
Compagnie Lombard Odier SCmA
Switzerland
$126K +$12.6K +119 +12%
SSB
745
Sandy Spring Bank
Maryland
$125K +$58.1K +549 +98%
TFM
746
TFC Financial Management
Massachusetts
$120K +$317 +3 +0.3%
FFA
747
Farther Finance Advisors
California
$113K +$18.3K +173 +21%
FDCC
748
Foster Dykema Cabot & Co
Massachusetts
$113K – – –
AA
749
Ancora Advisors
Ohio
$113K +$106K +1,000 New
EBA
750
Eagle Bay Advisors
New York
$112K -$2.43K -23 -2%
28 29
30
31 32