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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2651
Simplify Asset Management
Nevada
$253K -$118K -2,586 -33%
SPI
2652
Sutton Place Investors
New York
$252K -$4.96K -109 -2%
KBFS
2653
Kohmann Bosshard Financial Services
Ohio
$252K +$241K +5,297 New
GA
2654
Gateway Advisory
New Jersey
$252K +$6.87K +151 +3%
CW
2655
CIC Wealth
Maryland
$252K +$241K +5,284 New
DWA
2656
Delap Wealth Advisory
Oregon
$252K +$241K +5,284 New
RP
2657
Riverwater Partners
Wisconsin
$252K -$46 -1 -0%
GITFIT
2658
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$250K +$22.8K +500 +11%
CA
2659
Claris Advisors
Missouri
$250K +$239K +5,245 New
AMIM
2660
Aull & Monroe Investment Management
Alabama
$248K -$38.6K -847 -14%
MAWCM
2661
Mine & Arao Wealth Creation & Management
California
$248K +$273 +6 +0.1%
MAM
2662
MMA Asset Management
Pennsylvania
$248K +$7.37K +162 +3%
FA
2663
Financial Advisors
Massachusetts
$246K -$47.1K -1,035 -17%
AW
2664
Alaethes Wealth
Nevada
$246K +$235K +5,154 New
MC
2665
Machina Capital
France
$245K -$225K -4,940 -49%
FNBOMD
2666
First National Bank of Mount Dora
Florida
$245K -$14.6K -321 -6%
TC
2667
Trilogy Capital
California
$245K +$234K +5,136 New
RA
2668
Rise Advisors
New York
$244K +$15.7K +345 +7%
BONST
2669
Bank of Nova Scotia Trust
Ontario, Canada
$243K +$232K +5,107 New
LC
2670
Lincoln Capital
Nebraska
$243K -$4.78K -105 -2%
SWA
2671
Sax Wealth Advisors
New Jersey
$243K -$31.3K -687 -12%
BG
2672
Bollard Group
Massachusetts
$242K +$2K +44 +0.9%
HCA
2673
Harbour Capital Advisors
Virginia
$242K – – –
LGG
2674
Luts & Greenleigh Group
Maryland
$241K +$231K +5,066 New
KWM
2675
Kaydan Wealth Management
Michigan
$241K -$18.8K -414 -8%
105 106
107
108 109