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Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
2601
Alpha Family Trust
California
$800K – – –
CCP
2602
Cassia Capital Partners
North Carolina
$799K -$27.7K -76 -4%
CT
2603
ClearAlpha Technologies
Connecticut
$798K -$398K -1,090 -36%
HCMG
2604
Howard Capital Management Group
California
$797K – – –
GG
2605
Gleason Group
Kentucky
$795K +$4.38K +12 +0.6%
CWA
2606
Canvas Wealth Advisors
Kansas
$795K +$276K +757 +63%
EBA
2607
Eagle Bay Advisors
New York
$794K +$3.28K +9 +0.5%
SWA
2608
Sax Wealth Advisors
New Jersey
$794K +$83.5K +229 +13%
APW
2609
Austin Private Wealth
Texas
$794K -$23.7K -65 -3%
UL
2610
Unionview LLC
Washington
$792K -$40.1K -110 -5%
AIIMS
2611
Analyst IMS Investment Management Services
Israel
$792K +$208K +569 +41%
SRC
2612
Shufro Rose & Co
New York
$791K – – –
WAM
2613
WNY Asset Management
New York
$789K -$1.82K -5 -0.3%
FSA
2614
Financial Security Advisor
Virginia
$788K -$13.1K -36 -2%
EBWM
2615
Eagle Bluffs Wealth Management
Missouri
$788K – – –
CWM
2616
Collaborative Wealth Management
Florida
$786K – – –
W
2617
Wealthquest
Ohio
$785K -$8.75K -24 -1%
OIM
2618
Oder Investment Management
California
$784K +$64.2K +176 +10%
NWA
2619
New World Advisors
Massachusetts
$781K – – –
SB
2620
Sunflower Bank
Texas
$780K +$33.2K +91 +5%
MHWM
2621
Montz Harcus Wealth Management
Louisiana
$780K -$124K -341 -15%
RIM
2622
Redwood Investment Management
Arizona
$779K -$7.29K -20 -1%
MCM
2623
Magnolia Capital Management
New York
$778K – – –
SPWG
2624
Sage Private Wealth Group
Illinois
$777K -$5.11K -14 -0.7%
PWM
2625
Prentice Wealth Management
New York
$777K +$12.4K +34 +2%
103 104
105
106 107