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Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1626
United Bank (Virginia)
Virginia
$479K – – –
SCA
1627
STALEY CAPITAL ADVISERS
Pennsylvania
$478K – – –
JEST
1628
JTC Employer Solutions Trustee
Jersey
$478K – – –
LWM
1629
Lakeridge Wealth Management
Ohio
$478K +$59.4K +302 +14%
CFO
1630
CVA Family Office
Colorado
$477K +$63.7K +324 +16%
CAM
1631
Costello Asset Management
Pennsylvania
$477K +$436K +2,216 +1,311%
AW
1632
Alteri Wealth
California
$477K -$46.4K -236 -9%
AF
1633
AGP Franklin
Tennessee
$477K +$787 +4 +0.2%
RCWM
1634
Royal Capital Wealth Management
Indiana
$476K +$394 +2 +0.1%
NG
1635
Norden Group
Utah
$475K +$24.4K +124 +6%
RWP
1636
Revolve Wealth Partners
New Jersey
$474K +$23K +117 +5%
JWM
1637
Jackson Wealth Management
Florida
$473K -$132K -671 -22%
CCFM
1638
Clear Creek Financial Management
Washington
$472K +$19.7K +100 +4%
IBOK
1639
Independence Bank of Kentucky
Kentucky
$472K -$66.5K -338 -13%
AMIM
1640
Aull & Monroe Investment Management
Alabama
$472K – – –
IWP
1641
Invenio Wealth Partners
Florida
$472K +$46K +234 +11%
MIFH
1642
Migdal Insurance & Financial Holdings
Israel
$471K +$463K +2,353 New
CD
1643
Chapin Davis
Maryland
$470K -$4.92M -24,995 -91%
KA
1644
Kintegral Advisory
New York
$469K -$1.57K -8 -0.3%
DE
1645
Diversified Enterprises
Delaware
$468K +$101K +514 +28%
QWM
1646
Quadcap Wealth Management
Texas
$468K -$42.3K -215 -8%
1IA
1647
1834 Investment Advisors
Wisconsin
$468K – – –
SIA
1648
SeaBridge Investment Advisors
New Jersey
$468K +$8.46K +43 +2%
EC
1649
EntryPoint Capital
New York
$466K -$71K -361 -13%
WFS
1650
Widmann Financial Services
Maryland
$466K +$37.4K +190 +9%
64 65
66
67 68