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Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
2626
Drexel Morgan & Co
Pennsylvania
$515K – – –
OW
2627
Olistico Wealth
Oklahoma
$514K -$9.08K -61 -2%
SC
2628
Sierra Capital
Florida
$512K -$213K -1,428 -29%
EI
2629
Ellevest Inc
New York
$512K -$118K -794 -19%
AFA
2630
AA Financial Advisors
Ohio
$507K -$19.4K -130 -4%
OMC
2631
Overbrook Management Corp
New York
$507K -$44.2K -297 -8%
HIIFS
2632
Harel Insurance Investments & Financial Services
Israel
$507K -$47.6K -320 -8%
RI
2633
Ridgewood Investments
New Jersey
$505K +$65.9K +443 +15%
PMSA
2634
Patrick M. Sweeney & Associates
Illinois
$505K +$54.5K +366 +12%
CSPAM
2635
Cary Street Partners Asset Management
Virginia
$504K +$12.9K +87 +3%
IGGA
2636
Iron Gate Global Advisors
Utah
$503K -$298K -2,000 -37%
WIM
2637
Westside Investment Management
California
$503K +$41.8K +281 +9%
VPP
2638
Vertex Planning Partners
Illinois
$502K -$6.25K -42 -1%
EWM
2639
Elmwood Wealth Management
California
$502K – – –
HA
2640
HC Advisors
Georgia
$500K +$13.5K +91 +3%
KWM
2641
Keebeck Wealth Management
Illinois
$500K +$306K +2,058 +154%
HFS
2642
Howard Financial Services
Texas
$499K +$2.23K +15 +0.4%
GAB
2643
German American Bancorp
Indiana
$498K +$126K +849 +34%
NRC
2644
New Republic Capital
North Carolina
$498K -$116K -776 -19%
AWA
2645
Amplius Wealth Advisors
Pennsylvania
$497K -$22.6K -152 -4%
RHJA
2646
Rice Hall James & Associates
California
$497K -$53.6K -360 -10%
EA
2647
Eclectic Associates
California
$497K -$11K -74 -2%
KCFA
2648
Key Client Fiduciary Advisors
New Jersey
$496K +$32.1K +216 +7%
B
2649
Birchbrook
Maine
$495K -$7.44K -50 -1%
BWM
2650
Birchcreek Wealth Management
Ohio
$494K -$14.9K -100 -3%
104 105
106
107 108