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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
2976
Ayalon Insurance Company
Israel
$5.49M
HP
2977
Holistic Planning
Texas
$5.49M +$263K +1,148 +5%
AMM
2978
American Money Management
California
$5.49M +$169K +740 +3%
WWM
2979
Whalen Wealth Management
Nevada
$5.49M +$2.48M +10,846 +84%
PWM
2980
Pathway Wealth Management
Texas
$5.49M +$5.44M +23,775 New
FFO
2981
Fiduciary Family Office
Florida
$5.49M +$342K +1,494 +7%
DBIA
2982
Dumont & Blake Investment Advisors
New Jersey
$5.48M -$43.5K -190 -0.8%
AGAM
2983
AK Global Asset Management
California
$5.48M +$5.43M +23,735 New
RWM
2984
Revisor Wealth Management
Ohio
$5.47M +$2.07M +9,037 +63%
TCM
2985
Triumph Capital Management
Colorado
$5.47M +$789K +3,450 +17%
NDBT
2986
North Dallas Bank & Trust
Texas
$5.46M +$5.41M +23,659 New
JF
2987
JSF Financial
California
$5.46M +$190K +831 +4%
OPWM
2988
Oxinas Partners Wealth Management
Indiana
$5.46M -$818K -3,574 -13%
PFWA
2989
Paces Ferry Wealth Advisors
Georgia
$5.46M -$74.6K -326 -1%
PMA
2990
Prudent Man Advisors
Illinois
$5.45M +$31.1K +136 +0.6%
ACA
2991
Aspire Capital Advisors
Washington
$5.45M +$150K +656 +3%
GAMC
2992
Garner Asset Management Corp
Texas
$5.44M +$29.7K +130 +0.6%
VPW
2993
Variant Private Wealth
Virginia
$5.44M +$325K +1,420 +6%
FCFC
2994
First Commonwealth Financial Corp
Pennsylvania
$5.43M +$102K +448 +2%
UWM
2995
Udine Wealth Management
Florida
$5.43M +$194K +848 +4%
FNBSF
2996
First National Bank Sioux Falls
South Dakota
$5.43M -$12.8K -56 -0.2%
PGWM
2997
Parisi Gray Wealth Management
New Jersey
$5.42M +$63.1K +276 +1%
PCOTEOTHU
2998
Provident Company of the Employees of the Hebrew University
Israel
$5.42M
MTIC
2999
Missouri Trust & Investment Company
Missouri
$5.42M +$317K +1,387 +6%
ZIC
3000
ZWJ Investment Counsel
Georgia
$5.42M +$566K +2,476 +12%