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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3001
Torno Capital
Massachusetts
$298K +$302K +2,000 New
MLA
3002
MB, Levis & Associates
Pennsylvania
$298K +$1.66K +11 +0.6%
GAB
3003
German American Bancorp
Indiana
$298K +$108K +715 +56%
IA
3004
Insight Advisors
Pennsylvania
$297K -$1.66K -11 -0.5%
CJFS
3005
Coulter & Justus Financial Services
Tennessee
$297K +$31K +205 +11%
WAOI
3006
Wealth Advisors of Iowa
Iowa
$296K +$16.6K +110 +6%
PGWM
3007
Parisi Gray Wealth Management
New Jersey
$296K -$16.3K -108 -5%
KIC
3008
Kensington Investment Counsel
California
$296K -$27.1K -179 -8%
TLFA
3009
True Link Financial Advisors
California
$295K +$1.06K +7 +0.4%
JF
3010
JSF Financial
California
$295K -$60.6K -401 -17%
RFS
3011
Richardson Financial Services
Massachusetts
$294K +$298K +1,972 New
BWM
3012
Blossom Wealth Management
California
$294K +$60.8K +402 +26%
SCP
3013
Silverleafe Capital Partners
Tennessee
$294K +$1.06K +7 +0.4%
WH
3014
Willner & Heller
California
$294K +$298K +1,970 New
FL
3015
Fort LP
Maryland
$294K -$8.17K -54 -3%
BWA
3016
Burt Wealth Advisors
Maryland
$293K – – –
SFG
3017
Socha Financial Group
New York
$293K -$47.6K -315 -14%
TCB
3018
Texas Capital Bancshares
Texas
$293K -$2.27K -15 -0.8%
WBC
3019
Westpac Banking Corp
Australia
$293K -$512K -3,383 -63%
CWM
3020
Circle Wealth Management
New Jersey
$293K -$19.1K -126 -6%
HWMT
3021
Heritage Wealth Management (Texas)
Texas
$292K +$37.1K +245 +14%
CSIA
3022
Carl Stuart Investment Advisor
Texas
$291K – – –
IW
3023
Instrumental Wealth
Florida
$291K -$46.1K -305 -13%
MWP
3024
Meridian Wealth Partners
Pennsylvania
$291K -$23.6K -156 -7%
IDBONY
3025
Israel Discount Bank of New York
New York
$290K -$5.75K -38 -2%
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121
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