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Name Holding Trade Value Shares
Change 		Change in
Stake
SBF
1776
Sara-Bay Financial
Florida
$462K +$38.3K +252 +10%
IP
1777
Ignite Planners
California
$461K +$2.89K +19 +0.7%
GI
1778
GAMCO Investors
Connecticut
$460K +$74K +487 +21%
ZB
1779
Zions Bancorporation
Utah
$459K +$182K +1,200 +75%
UAS
1780
United Asset Strategies
New York
$458K +$7.14K +47 +2%
GPA
1781
Guerra Pan Advisors
New Jersey
$457K – – –
MWM
1782
MinichMacGregor Wealth Management
New York
$456K -$152 -1 -0%
RFP
1783
Root Financial Partners
California
$456K +$9.27K +61 +2%
IPW
1784
Impact Partnership Wealth
Georgia
$455K +$64K +421 +18%
PP
1785
Pingora Partners
Wyoming
$455K +$50.1K +330 +14%
DTL
1786
Dynamic Technology Lab
Singapore
$454K +$421K +2,769 New
TW
1787
Traveka Wealth
California
$453K +$96.5K +635 +30%
EHC
1788
Everett Harris & Co
California
$453K +$79K +520 +23%
WMA
1789
West Michigan Advisors
Michigan
$453K +$111K +731 +36%
GL
1790
Gerber LLC
Ohio
$450K – – –
WMWM
1791
Whitaker-Myers Wealth Managers
Ohio
$450K +$24.9K +164 +6%
SICM
1792
Sustainable Insight Capital Management
New York
$449K +$228K +1,500 +121%
TPA
1793
Trivium Point Advisory
Connecticut
$446K +$125K +824 +35%
DC
1794
Diametric Capital
Massachusetts
$445K +$53K +349 +15%
AIA
1795
Alera Investment Advisors
Illinois
$445K -$39.8K -262 -9%
SSWM
1796
Smith Salley Wealth Management
North Carolina
$444K +$44.1K +290 +12%
OWM
1797
Opes Wealth Management
California
$443K -$4.56K -30 -1%
DCM
1798
Donaldson Capital Management
Indiana
$442K +$15.5K +102 +4%
TS
1799
Tamar Securities
California
$440K +$23.7K +156 +6%
FFO
1800
Fortitude Family Office
Arizona
$439K +$321K +2,114 +377%
70 71
72
73 74