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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1001
Leonteq Securities AG
Switzerland
$185K -$97K -909 -35%
MIM
1002
MTM Investment Management
South Carolina
$184K – – –
HIA
1003
Harbor Investment Advisory
Maryland
$183K – – –
WSFS
1004
Wilmington Savings Fund Society
Delaware
$178K -$3.31K -31 -2%
RIL
1005
Rothschild Investment LLC
Illinois
$169K +$6.19K +58 +4%
SWP
1006
SIMA Wealth Partners
Virginia
$168K – – –
WETS
1007
Wealth Enhancement Trust Services
South Dakota
$157K -$107 -1 -0.1%
CFO
1008
CVA Family Office
Colorado
$152K +$2.56K +24 +2%
JFGIW
1009
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$32.8K -307 -19%
WTC
1010
WhitTier Trust Company
Nevada
$146K -$60.9K -571 -31%
MWPCG
1011
Measured Wealth Private Client Group
New Hampshire
$146K -$135K -1,265 -49%
BF
1012
BOK Financial
Oklahoma
$146K +$2.35K +22 +2%
TSMHT
1013
Thurston Springer Miller Herd & Titak
Indiana
$146K +$6.08K +57 +5%
OL
1014
OneFund LLC
Florida
$136K -$3.2K -30 -2%
NF
1015
Napier Financial
Massachusetts
$134K -$1.17K -11 -0.9%
SWA
1016
SOA Wealth Advisors
New York
$133K -$6.29K -59 -5%
RWM
1017
Raffa Wealth Management
District of Columbia
$126K +$13.9K +130 +13%
PWPS
1018
Pinnacle Wealth Planning Services
Ohio
$123K -$9.18K -86 -7%
1IA
1019
1620 Investment Advisors
Massachusetts
$122K +$2.03K +19 +2%
CYG
1020
Clean Yield Group
Vermont
$120K – – –
DJSG
1021
D.J. St. Germain
Massachusetts
$118K – – –
PB
1022
Prosperity Bancshares
Texas
$118K -$4.48K -42 -4%
SR
1023
Swiss Re
Switzerland
$117K +$92.6K +868 +490%
CAM
1024
Costello Asset Management
Pennsylvania
$113K – – –
MSFP
1025
Mark Sheptoff Financial Planning
Connecticut
$112K – – –
39 40
41
42 43