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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
1601
Israel Discount Bank of New York
New York
$343K +$31K +149 +10%
MAA
1602
Matrix Asset Advisors
New York
$342K – – –
EWA
1603
Evolution Wealth Advisors
Florida
$342K +$335K +1,610 New
PGIM
1604
Pacific Global Investment Management
California
$342K -$69.6K -335 -17%
LIA
1605
LBMC Investment Advisors
Tennessee
$341K – – –
MWM
1606
Merriman Wealth Management
Washington
$341K -$33.9K -163 -9%
SIM
1607
SSI Investment Management
California
$341K -$201K -965 -38%
UAML
1608
US Asset Management LLC
Pennsylvania
$340K -$2.7K -13 -0.8%
AMR
1609
Asset Management Resources
Massachusetts
$340K +$52.6K +253 +19%
OWM
1610
OneAscent Wealth Management
Alabama
$338K +$330K +1,590 New
IWN
1611
Independent Wealth Network
Iowa
$336K -$7.69K -37 -2%
BWM
1612
Benchmark Wealth Management
Connecticut
$336K – – –
JC
1613
JB Capital
Connecticut
$334K +$52.2K +251 +19%
HIP
1614
HUB Investment Partners
Texas
$333K -$42.2K -203 -11%
PFA
1615
Pathway Financial Advisers
Indiana
$333K +$16K +77 +5%
SW
1616
Solidarity Wealth
Utah
$332K +$325K +1,564 New
MCM
1617
MV Capital Management
Maryland
$332K -$7.69K -37 -2%
PWMG
1618
Provence Wealth Management Group
California
$331K +$38.2K +184 +13%
EP
1619
Elkhorn Partners
Nebraska
$331K -$36.4K -175 -10%
HIIFS
1620
Harel Insurance Investments & Financial Services
Israel
$331K +$222K +1,067 +213%
CSB
1621
City State Bank
Iowa
$330K -$36.6K -176 -10%
PP
1622
Pacifica Partners
Canada
$329K +$6.03K +29 +2%
DCM
1623
Donaldson Capital Management
Indiana
$327K +$9.97K +48 +3%
SCA
1624
Scott Capital Advisors
Oregon
$327K -$112K -539 -26%
BMC
1625
Benin Management Corp
Connecticut
$327K +$320K +1,538 New
63 64
65
66 67