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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
801
Carnegie Investment Counsel
Ohio
$211K +$9.01K +276 +4%
EFG
802
Ethos Financial Group
Pennsylvania
$211K +$204K +6,242 New
PWAM
803
Private Wealth Asset Management
Iowa
$210K +$203K +6,223 New
APP
804
Avantax Planning Partners
Iowa
$209K +$202K +6,177 New
TCWM
805
Total Clarity Wealth Management
Illinois
$208K – – –
GI
806
GAMMA Investing
California
$208K +$84.7K +2,596 +73%
OAS
807
Optivise Advisory Services
Tennessee
$207K +$200K +6,134 New
I2I
808
Insight 2811 Inc
Illinois
$207K +$200K +6,131 New
DOA
809
D'Orazio & Associates
Virginia
$205K +$198K +6,078 New
RWMG
810
Redwood Wealth Management Group
New Jersey
$205K +$198K +6,066 New
TIA
811
Traphagen Investment Advisors
New Jersey
$205K +$198K +6,066 New
EB
812
Emprise Bank
Kansas
$204K +$198K +6,052 New
NCM
813
Noesis Capital Mangement
Florida
$204K +$197K +6,027 New
RBI
814
Raiffeisen Bank International
Austria
$203K +$196K +6,014 New
CIG
815
Cullen Investment Group
Louisiana
$203K +$196K +6,002 New
KIA
816
KCM Investment Advisors
California
$203K +$196K +6,001 New
MGIA
817
Moneta Group Investment Advisors
Missouri
$203K +$196K +5,999 New
CNBT
818
Canandaigua National Bank & Trust
New York
$202K +$195K +5,981 New
VBFP
819
Valtinson Bruner Financial Planning
Minnesota
$202K +$195K +5,965 New
EM
820
Excalibur Management
Massachusetts
$201K +$194K +5,955 New
GWA
821
Gratus Wealth Advisors
Virginia
$201K +$194K +5,941 New
PCH
822
PGIM Custom Harvest
New Jersey
$201K -$51.8K -1,588 -21%
NSG
823
Nalls Sherbakoff Group
Tennessee
$200K +$193K +5,910 New
CIAM
824
Caitong International Asset Management
Hong Kong
$189K +$183K +5,599 New
HI
825
Hendershot Investments
Virginia
$186K -$57.1K -1,750 -24%
31 32
33
34 35