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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1851
MBL Wealth
North Carolina
$22.1M -$584K -2,476 -3%
SC
1852
Slow Capital
California
$22M -$787K -3,339 -4%
WE
1853
Wealth Effects
Massachusetts
$22M -$650K -2,757 -3%
LCS
1854
Levin Capital Strategies
New York
$22M -$829K -3,519 -4%
AIIMS
1855
Analyst IMS Investment Management Services
Israel
$21.9M +$732K +3,108 +4%
SWA
1856
Sax Wealth Advisors
New Jersey
$21.9M +$20.6M +87,552 New
OIA
1857
Optimum Investment Advisors
Illinois
$21.9M -$511K -2,169 -2%
UE
1858
Unisphere Establishment
Liechtenstein
$21.9M – – –
CBT
1859
Central Bank & Trust
Kentucky
$21.9M -$1.08M -4,577 -5%
RIA
1860
Realta Investment Advisors
Delaware
$21.9M +$3.27M +13,870 +18%
CWM
1861
Cordatus Wealth Management
Pennsylvania
$21.9M +$20.6M +87,348 New
ZIG
1862
Zuckerman Investment Group
Illinois
$21.9M -$108K -459 -0.5%
TF
1863
Trek Financial
Arizona
$21.9M +$258K +1,096 +1%
RZH
1864
Relyea Zuckerberg Hanson
Connecticut
$21.8M +$1.85M +7,829 +10%
FIB
1865
First Interstate Bank
Montana
$21.8M -$514K -2,183 -2%
VW
1866
Vantage Wealth
California
$21.8M -$1.86M -7,912 -8%
CI
1867
Carroll Investors
South Carolina
$21.8M -$179K -761 -0.9%
WIM
1868
Westside Investment Management
California
$21.7M -$759K -3,221 -4%
KA
1869
Kozak & Associates
Colorado
$21.7M -$3.74M -15,884 -15%
SIA
1870
SeaBridge Investment Advisors
New Jersey
$21.7M +$827K +3,509 +4%
NBT
1871
Northwest Bank & Trust
Iowa
$21.7M +$9.9K +42 +0%
AIA
1872
AIMZ Investment Advisors
California
$21.6M -$445K -1,888 -2%
KFA
1873
Kapstone Financial Advisors
Ohio
$21.6M -$289K -1,225 -1%
JF
1874
JSF Financial
California
$21.6M +$3.04M +12,915 +18%
MA
1875
MSA Advisors
California
$21.5M -$5.14M -21,824 -20%
73 74
75
76 77