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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2826
Slow Capital
California
$315K – – –
FSG
2827
Financial Strategies Group
Michigan
$314K +$1.92K +12 +0.6%
AWS
2828
Arkfeld Wealth Strategies
Nebraska
$314K +$1.12K +7 +0.4%
IDBONY
2829
Israel Discount Bank of New York
New York
$314K -$74.5K -465 -19%
BFAG
2830
Blackston Financial Advisory Group
Florida
$314K -$3.53K -22 -1%
TSWM
2831
Tyler-Stone Wealth Management
Ohio
$314K +$320K +1,994 New
IW
2832
Instrumental Wealth
Florida
$314K -$22.9K -143 -7%
LHEI
2833
Leo H. Evart Inc
California
$314K – – –
WAM
2834
WealthTrust Asset Management
Florida
$313K +$2.56K +16 +0.8%
CSIA
2835
Carl Stuart Investment Advisor
Texas
$312K -$9.62K -60 -3%
TPW
2836
Transatlantique Private Wealth
New York
$312K – – –
MLA
2837
MB, Levis & Associates
Pennsylvania
$311K -$14.4K -90 -4%
UAML
2838
US Asset Management LLC
Pennsylvania
$311K -$20.7K -129 -6%
MGWM
2839
Marks Group Wealth Management
Minnesota
$311K -$7.38K -46 -2%
AFP
2840
Alpha Financial Partners
Kentucky
$310K +$16.8K +105 +6%
IA
2841
Insight Advisors
Pennsylvania
$310K +$47K +293 +17%
IWP
2842
IAG Wealth Partners
Wisconsin
$310K – – –
BWA
2843
Burt Wealth Advisors
Maryland
$309K -$1.28K -8 -0.4%
TCMP
2844
Thrive Capital Management (Pennsylvania)
Pennsylvania
$309K +$315K +1,965 New
WWM
2845
Windsor Wealth Management
Indiana
$309K +$42.2K +263 +15%
CFGSD
2846
Compass Financial Group (South Dakota)
South Dakota
$309K -$321 -2 -0.1%
AWA
2847
Acorn Wealth Advisors
Michigan
$309K +$32.5K +203 +12%
SIG
2848
Spinnaker Investment Group
California
$308K +$4.65K +29 +2%
HFS
2849
Heritage Financial Services
Massachusetts
$308K -$28.4K -177 -8%
MCM
2850
MV Capital Management
Maryland
$308K -$22K -137 -7%
112 113
114
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