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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
726
Aster Capital Management
United Arab Emirates
$308K +$305K +2,281 New
KP
727
Keel Point
Alabama
$308K +$31.6K +236 +12%
PWM
728
Perigon Wealth Management
California
$307K +$305K +2,276 New
WTC
729
WhitTier Trust Company
Nevada
$306K -$2.27K -17 -0.7%
DAM
730
Delta Asset Management
Tennessee
$306K -$134 -1 -0%
PTC
731
Petrus Trust Company
Texas
$305K +$303K +2,262 New
BW
732
BIP Wealth
Georgia
$305K +$77.7K +581 +35%
CCIA
733
Campbell & Co Investment Adviser
Maryland
$303K -$2.6M -19,456 -90%
CCC
734
Chelsea Counsel Company
California
$303K – – –
S
735
Sachetta
Massachusetts
$303K +$937 +7 +0.3%
SWA
736
Stratos Wealth Advisors
Ohio
$300K +$268 +2 +0.1%
CCFM
737
Clear Creek Financial Management
Washington
$300K -$8.83K -66 -3%
FFM
738
Forum Financial Management
Illinois
$298K -$134 -1 -0%
RJT
739
Raymond James Trust
Florida
$297K +$38K +284 +15%
UBV
740
United Bank (Virginia)
Virginia
$297K – – –
ICP
741
Interchange Capital Partners
Pennsylvania
$296K -$2.68K -20 -0.9%
CFB
742
Cullen/Frost Bankers
Texas
$295K -$1.34K -10 -0.5%
AWM
743
Atticus Wealth Management
Florida
$294K +$30.6K +229 +12%
WPC
744
Wedmont Private Capital
Pennsylvania
$293K +$3.88K +29 +1%
PAM
745
Paradigm Asset Management
New York
$293K – – –
GWMR
746
GC Wealth Management RIA
Massachusetts
$293K +$290K +2,171 New
DFCM
747
Dark Forest Capital Management
Puerto Rico
$292K +$290K +2,166 New
MPM
748
MBB Public Markets
Illinois
$292K -$1.99M -14,853 -87%
FRA
749
Frank Rimerman Advisors
California
$291K +$15.8K +118 +6%
CGL
750
Clarius Group LLC
Washington
$287K -$3.21K -24 -1%
28 29
30
31 32