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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
5901
Sandler Capital Management
New York
$381K +$376K +1,315 New
IDBONY
5902
Israel Discount Bank of New York
New York
$378K +$45.8K +160 +14%
CCA
5903
Conestoga Capital Advisors
Pennsylvania
$378K -$8.58K -30 -2%
RSC
5904
Red Spruce Capital
Pennsylvania
$378K – – –
BA
5905
Blueline Advisors
New Hampshire
$376K – – –
ADEF
5906
ABS Direct Equity Fund
Connecticut
$376K -$289K -1,011 -78%
AIM
5907
ABS Investment Management
Connecticut
$376K +$82.7K +289 New
SM
5908
Samjo Management
New York
$370K – – –
GCM
5909
Goldstream Capital Management
Hong Kong
$369K -$1.64M -5,746 -82%
CFG
5910
CSP Financial Group
Arizona
$366K +$362K +1,265 New
GWL
5911
Generations Wealth LLC
Ohio
$366K +$362K +1,265 New
MG
5912
MilWealth Group
Wisconsin
$364K -$3.72K -13 -1%
EW
5913
Evoke Wealth
California
$363K -$114M -398,789 -100%
P
5914
Palladiem
Pennsylvania
$362K -$98.7K -345 -22%
FFA
5915
Fi3 Financial Advisors
Indiana
$362K -$12.3M -42,864 -98%
HIA
5916
HFM Investment Advisors
New Jersey
$361K +$64.9K +227 +22%
IFA
5917
Interactive Financial Advisors
Illinois
$359K -$27.7K -97 -7%
FAM
5918
Frontier Asset Management
Wyoming
$352K -$90.4K -316 -21%
FAG
5919
Financial Architects (Georgia)
Georgia
$352K -$81.5K -285 -19%
ZC
5920
Zeit Capital
Colorado
$351K +$86.7K +303 +33%
RWS
5921
Rochester Wealth Strategies
Michigan
$351K -$135K -472 -28%
FI
5922
FIDELIS iM
Oregon
$346K -$109K -380 -24%
CF
5923
Crosspoint Financial
California
$346K +$39.2K +137 +13%
LFWA
5924
LBJ Family Wealth Advisors
Texas
$343K +$286 +1 +0.1%
SF
5925
Schaeffer Financial
Maryland
$342K +$286 +1 +0.1%
235 236
237
238 239