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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1776
Allegheny Financial Group
Pennsylvania
$683K -$52.1K -522 -7%
MPW
1777
Monterey Private Wealth
California
$682K +$7.08K +71 +1%
FANJ
1778
Financial Architects (New Jersey)
New Jersey
$680K -$53.9K -540 -7%
AIS
1779
AM Investment Strategies
Tennessee
$679K – – –
GC
1780
Gilbert & Cook
Iowa
$678K +$7.38K +74 +1%
WDA
1781
Wendell David Associates
New Hampshire
$677K – – –
NQWM
1782
Northwest Quadrant Wealth Management
Oregon
$676K -$4.29K -43 -0.7%
BW
1783
Bison Wealth
Georgia
$675K -$41.5K -416 -6%
CA
1784
Claro Advisors
Massachusetts
$675K +$40.6K +407 +7%
CHA
1785
Cooper/Haims Advisors
New York
$673K -$13.6K -136 -2%
WC
1786
Westhampton Capital
North Carolina
$673K +$122K +1,225 +23%
YIH
1787
Y-Intercept (HK)
Hong Kong
$672K +$661K +6,626 New
BA
1788
Birinyi Associates
Connecticut
$670K -$24.9K -250 -4%
MIM
1789
Merrion Investment Management
New Jersey
$669K – – –
OHIS
1790
Oak Harvest Investment Services
Texas
$669K +$196K +1,966 +42%
PCMM
1791
Piedmont Capital Management (Montana)
Montana
$668K +$68.5K +687 +12%
BFA
1792
Beaumont Financial Advisors
Massachusetts
$667K -$26.4K -265 -4%
FC
1793
Forte Capital
New York
$666K -$40.4K -405 -6%
SA
1794
Shilanski & Associates
Alaska
$664K -$5.39K -54 -0.8%
CP
1795
Covenant Partners
Tennessee
$663K -$36.2K -363 -5%
CA
1796
CGN Advisors
Kansas
$661K +$156K +1,560 +31%
TW
1797
Transform Wealth
Colorado
$658K -$33.5K -336 -5%
WW
1798
Waterfront Wealth
Kansas
$658K +$18.6K +186 +3%
WAM
1799
Wolverine Asset Management
Illinois
$657K +$622K +6,237 +2,546%
MHR
1800
Matthew Hamilton Rosenberg
$655K +$123K +1,232 +24%
70 71
72
73 74