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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
951
Journey Strategic Wealth
New Jersey
$224K +$21.7K +441 +10%
DC
952
Diametric Capital
Massachusetts
$224K +$234K +4,754 New
NWM
953
Northwest Wealth Management
Iowa
$223K +$234K +4,746 New
SMA
954
Seven Mile Advisory
New Jersey
$223K +$1.92K +39 +0.8%
RWM
955
Revisor Wealth Management
Ohio
$222K -$1.77K -36 -0.8%
MAM
956
Mystic Asset Management
Rhode Island
$221K -$178K -3,607 -43%
BMC
957
Beaton Management Company
Massachusetts
$220K – – –
LF
958
Lantz Financial
Illinois
$220K -$7.93K -161 -3%
GCM
959
Graham Capital Management
Connecticut
$219K -$4.45M -90,210 -95%
MLL
960
Moody Lynn & Lieberson
Massachusetts
$216K +$27.1K +550 +14%
JSL
961
JT Stratford LLC
Georgia
$214K +$2.46K +50 +1%
GWANC
962
Guardian Wealth Advisors (North Carolina)
North Carolina
$214K +$4.39K +89 +2%
WTB
963
Washington Trust Bank
Washington
$214K +$224K +4,550 New
SS
964
SBI Securities
Japan
$214K -$167K -3,380 -43%
OIS
965
OneAscent Investment Solutions
Alabama
$213K +$223K +4,535 New
WIM
966
WealthPlan Investment Management
Nebraska
$213K -$42.9K -871 -16%
IIC
967
Integrated Investment Consultants
Michigan
$212K – – –
BSHC
968
Breed's Hill Capital
Massachusetts
$212K – – –
FCBT
969
First Citizens Bank & Trust
North Carolina
$211K -$7.44K -151 -3%
AA
970
Addison Advisors
Vermont
$210K -$24.5K -498 -10%
AFT
971
Alpha Family Trust
California
$208K – – –
TW
972
TritonPoint Wealth
Maryland
$207K +$23.5K +477 +12%
CIAS
973
Capital Investment Advisory Services
North Carolina
$206K -$8.03K -163 -4%
AWM
974
Accel Wealth Management
Iowa
$205K +$215K +4,358 New
UBP
975
Union Bancaire Privee
Switzerland
$203K -$259K -5,265 -55%
37 38
39
40 41