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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
2551
Israel Discount Bank of New York
New York
$293K +$2.89K +26 +0.8%
BWM
2552
BlackDiamond Wealth Management
New York
$293K +$102K +918 +48%
CWM
2553
Curi Wealth Management
North Carolina
$292K -$6.17M -55,584 -95%
KIG
2554
Kowal Investment Group
Wisconsin
$292K -$15K -135 -4%
WWM
2555
WJ Wealth Management
Arizona
$292K +$163K +1,470 +90%
TFGT
2556
TS Financial Group (TSFG)
Illinois
$291K -$272K -2,453 -44%
ECG
2557
EPIQ Capital Group
California
$291K +$222 +2 +0.1%
HS
2558
Horan Securities
United States
$291K +$22.8K +205 +7%
MSFP
2559
Mark Sheptoff Financial Planning
Connecticut
$290K -$88.8K -800 -21%
APP
2560
Alpha Paradigm Partners
Illinois
$290K +$342K +3,077 New
SCG
2561
Sonata Capital Group
Washington
$289K – – –
VRM
2562
Vectors Research Management
New York
$288K -$37.1K -334 -10%
RCWM
2563
Royal Capital Wealth Management
Indiana
$287K – – –
AIS
2564
AM Investment Strategies
Tennessee
$287K +$57K +514 +20%
MCM
2565
Marathon Capital Management
Maryland
$287K +$337K +3,036 New
BWM
2566
Blossom Wealth Management
California
$286K +$21.2K +191 +7%
ACM
2567
Ategra Capital Management
Virginia
$286K +$11.1K +100 +3%
GB
2568
Goepper Burkhardt
South Carolina
$285K -$10.1K -91 -3%
SSCA
2569
South Shore Capital Advisors
Massachusetts
$285K -$7.21K -65 -2%
FF
2570
Francis Financial
$285K +$308K +2,779 New
ARG
2571
Advisory Resource Group
Oklahoma
$284K -$54.5K -491 -14%
MAG
2572
Mayfair Advisory Group
Alabama
$284K -$9.32K -84 -3%
RC
2573
Rovin Capital
Arizona
$284K +$82.4K +742 +33%
FPA
2574
First Pacific Advisors
California
$283K -$403K -3,635 -55%
FC
2575
FCA Corp
Texas
$283K -$36.2K -326 -10%
101 102
103
104 105