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Name Holding Trade Value Shares
Change 		Change in
Stake
NI
1901
Natural Investments
California
$1.04M +$2.45K +36 +0.2%
TCBWMS
1902
Texas Capital Bank Wealth Management Services
Texas
$1.04M +$241K +3,529 +30%
MIH
1903
Meitav Investment House
Israel
$1.04M +$1.03M +15,130 New
CIM
1904
CIM Investment Management
Pennsylvania
$1.03M -$1.06M -15,520 -51%
AF
1905
Apexium Financial
Texas
$1.03M -$27.7K -407 -3%
UAG
1906
United Advisor Group
Ohio
$1.03M +$624K +9,147 +154%
CWA
1907
Clarity Wealth Advisors
California
$1.03M – – –
WF
1908
WoodTrust Financial
Wisconsin
$1.03M +$53K +777 +5%
KFA
1909
Kelleher Financial Advisors
New York
$1.03M -$156K -2,292 -13%
JFA
1910
JNBA Financial Advisors
Minnesota
$1.03M -$16.4K -240 -2%
RC
1911
RBF Capital
California
$1.03M – – –
VFM
1912
Viking Fund Management
North Dakota
$1.03M – – –
OMC
1913
Oasis Management Company
Cayman Islands
$1.03M +$1.02M +15,000 New
SB
1914
SIG Brokerage
New York
$1.03M +$221K +3,248 +28%
TCWA
1915
Turtle Creek Wealth Advisors
Texas
$1.03M +$373K +5,473 +58%
JSAM
1916
J. Safra Asset Management
New York
$1.02M +$201K +2,947 +25%
PCM
1917
Princeton Capital Management
New Jersey
$1.02M -$104K -1,528 -9%
JWS
1918
Juncture Wealth Strategies
Arizona
$1.02M +$9.68K +142 +1%
BW
1919
BXM Wealth
Colorado
$1.02M +$350K +5,141 +53%
CA
1920
Continuum Advisory
Idaho
$1.02M +$334K +4,903 +49%
FCB
1921
First County Bank
Connecticut
$1.02M -$16.2K -237 -2%
CF
1922
Cyr Financial
Illinois
$1.01M +$19.6K +288 +2%
BPWM
1923
BCS Private Wealth Management
New Jersey
$1.01M – – –
SIA
1924
Soltis Investment Advisors
Utah
$1.01M +$85.3K +1,251 +9%
WI
1925
WrapManager Inc
California
$1.01M -$130K -1,909 -11%
75 76
77
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