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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1576
Legacy Bridge
Iowa
$237K -$4.67K -75 -2%
LWA
1577
Lineweaver Wealth Advisors
Ohio
$237K +$35.4K +569 +16%
SF
1578
Symphony Financial
Texas
$236K +$43.9K +705 +21%
FCM
1579
Fairbanks Capital Management
California
$235K -$59.1K -950 -19%
ALAM
1580
Asahi Life Asset Management
Japan
$234K -$121K -1,950 -33%
FC
1581
Fulcrum Capital
Washington
$234K – – –
CC
1582
Cannell & Co
New York
$232K – – –
OIA
1583
Optimum Investment Advisors
Illinois
$231K -$52.3K -841 -18%
FG
1584
Fiduciary Group
Georgia
$231K +$747 +12 +0.3%
ADL
1585
Asset Dedication LLC
California
$231K +$12.8K +205 +5%
HIIFS
1586
Harel Insurance Investments & Financial Services
Israel
$231K +$242K +3,893 +6,712%
GC
1587
Gilbert & Cook
Iowa
$228K +$24K +385 +11%
MF
1588
Magnetar Financial
Illinois
$227K -$565K -9,085 -70%
OR
1589
Olympiad Research
Connecticut
$226K -$117K -1,874 -33%
GM
1590
GeoWealth Management
Illinois
$226K -$21.5K -346 -8%
MWA
1591
Meridian Wealth Advisors
Texas
$225K -$35.8K -575 -13%
DIM
1592
Delta Investment Management
California
$225K +$240K +3,853 New
KFI
1593
Key Financial Inc
Pennsylvania
$222K +$4.23K +68 +2%
TF
1594
TimeScale Financial
Massachusetts
$221K +$1.8K +29 +0.8%
QCIG
1595
Quad-Cities Investment Group
Iowa
$221K +$7.28K +117 +3%
SVWAG
1596
Sound View Wealth Advisors Group
Georgia
$221K +$8.9K +143 +4%
PCP
1597
Proficio Capital Partners
Massachusetts
$221K +$11.3K +182 +5%
HA
1598
Harborview Advisors
Maine
$220K +$187 +3 +0.1%
MCM
1599
Magnolia Capital Management
New York
$220K +$235K +3,775 New
ET
1600
Equitable Trust
Tennessee
$219K -$4.36K -70 -2%
62 63
64
65 66