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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
4001
Lugano Financial Advisors SA (LFA)
Switzerland
$58.7K – – –
CJ
4002
Caitlin John
Michigan
$56.5K -$6.07K -58 -11%
SC
4003
Solstein Capital
California
$55.9K – – –
GSEP
4004
Golden State Equity Partners
California
$54.1K -$6.06M -57,978 -99%
PIS
4005
POM Investment Strategies
North Carolina
$53.4K -$75.3K -720 -61%
AI
4006
Atomic Invest
New York
$53.1K -$4.92K -47 -9%
TM
4007
Torren Management
California
$52.9K +$314 +3 +0.7%
NOI
4008
Newton One Investments
Delaware
$48.3K +$26.1K +250 +155%
JFG
4009
JDM Financial Group
Texas
$47K – – –
MCI
4010
MRP Capital Investments
Georgia
$47K +$20.9K +200 +100%
PWA
4011
Principia Wealth Advisory
Texas
$46.7K +$12.7K +121 +44%
LIA
4012
Luken Investment Analytics
Tennessee
$45K – – –
UFPG
4013
United Financial Planning Group
New York
$44.2K – – –
SWA
4014
Strategic Wealth Advisors
Arizona
$42K +$28.6K +273 +96%
FLP
4015
Financial Life Planners
Arizona
$41.5K +$105 +1 +0.3%
ATC
4016
Advantage Trust Company
Kansas
$41.1K – – –
SAM
4017
Sherman Asset Management
California
$40.2K -$111K -1,063 -76%
PWM
4018
Peterson Wealth Management
Nevada
$38.3K +$9.73K +93 +40%
CIAS
4019
CBIZ Investment Advisory Services
Ohio
$37.9K – – –
OAG
4020
Oakmont Advisory Group
New Mexico
$36.5K +$32.5K +311 New
DWA
4021
Delos Wealth Advisors
Texas
$36.3K -$207K -1,980 -87%
WFA
4022
West Financial Advisors
Iowa
$36.3K – – –
RRMM
4023
Regatta Research & Money Management
Louisiana
$36.1K +$32.2K +308 New
ITFISA
4024
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$35.6K -$732 -7 -2%
BCM
4025
Berbice Capital Management
New York
$35.4K – – –
159 160
161
162 163