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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1351
Broyhill Asset Management
North Carolina
$228K – – –
A
1352
AlphaQuest
New York
$228K +$175K +675 +261%
LWM
1353
LJI Wealth Management
Indiana
$227K -$19.4K -75 -7%
SIA
1354
Soltis Investment Advisors
Utah
$226K +$1.04K +4 +0.4%
NF
1355
NavPoint Financial
Minnesota
$226K +$9.07K +35 +4%
LA
1356
Legacy Advisors
Pennsylvania
$226K -$30.3K -117 -11%
AMBIA
1357
Allen Mooney & Barnes Investment Advisors
Georgia
$226K +$17.6K +68 +8%
AC
1358
Avestar Capital
New York
$225K -$121K -465 -34%
TF
1359
Tompkins Financial
New York
$225K – – –
NF
1360
Nikulski Financial
Iowa
$224K -$13K -50 -5%
TWM
1361
Trueblood Wealth Management
Ohio
$224K +$11.7K +45 +5%
BCM
1362
Becker Capital Management
Oregon
$223K -$13K -50 -5%
HIIFS
1363
Harel Insurance Investments & Financial Services
Israel
$223K -$45.1K -174 -16%
AOWM
1364
Alpha Omega Wealth Management
Virginia
$222K – – –
RIM
1365
Reliant Investment Management
Tennessee
$222K – – –
RF
1366
Roxbury Financial
New Jersey
$221K -$1.81K -7 -0.8%
AG
1367
AlTi Global
New York
$220K -$14.3K -55 -6%
ICM
1368
IMS Capital Management
Oregon
$220K -$57.8K -223 -20%
OWA
1369
ORBA Wealth Advisors
Illinois
$219K -$2.07K -8 -0.9%
IIM
1370
Intact Investment Management
Quebec, Canada
$219K +$181K +700 +350%
BAAM
1371
Baker Avenue Asset Management
California
$219K +$233K +899 New
QPWM
1372
Quadrant Private Wealth Management
Pennsylvania
$219K -$28.3K -109 -11%
KCM
1373
Kathmere Capital Management
Pennsylvania
$219K -$3.89K -15 -2%
AFM
1374
Armstrong Fleming & Moore
District of Columbia
$219K +$233K +897 New
WTB
1375
Washington Trust Bank
Washington
$218K +$232K +895 New
53 54
55
56 57