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Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
2851
STAR Financial Bank
Indiana
$627K -$75.1K -205 -10%
HP
2852
Holistic Planning
Texas
$627K +$238K +649 +55%
WQ
2853
Wealth Quarterback
New Jersey
$626K -$306K -836 -31%
MBWA
2854
Marin Bay Wealth Advisors
California
$626K +$667K +1,821 New
5NPW
2855
55 North Private Wealth
Florida
$626K +$667K +1,820 New
MA
2856
Maxele Advisors
Missouri
$626K -$733 -2 -0.1%
SOAM
2857
SBI Okasan Asset Management
Japan
$625K +$659K +1,800 New
OIM
2858
Oder Investment Management
California
$625K – – –
BWM
2859
BlackDiamond Wealth Management
New York
$625K -$20.9K -57 -3%
TP
2860
Tranquility Partners
Tennessee
$624K -$123K -336 -16%
SWM
2861
Steinberganna Wealth Management
New York
$622K +$10.3K +28 +2%
ASBI
2862
American State Bank (Iowa)
Iowa
$621K +$8.42K +23 +1%
SPWG
2863
Sage Private Wealth Group
Illinois
$621K -$60.4K -165 -8%
AFA
2864
AllGen Financial Advisors
Florida
$621K -$182K -497 -22%
TAM
2865
Tucker Asset Management
Colorado
$620K -$42.9K -117 -6%
WH
2866
Willner & Heller
California
$619K +$130K +356 +25%
PAS
2867
Professional Advisory Services
Florida
$619K -$8.06K -22 -1%
SRC
2868
Shufro Rose & Co
New York
$618K -$165K -450 -20%
CWA
2869
Crusonia Wealth Advisors
Colorado
$618K +$657K +1,795 New
LGA
2870
Lebenthal Global Advisors
New York
$616K -$434K -1,185 -40%
PWA
2871
Prairie Wealth Advisors
Nebraska
$615K -$924K -2,524 Closed
AW
2872
Alchemi Wealth
Connecticut
$615K +$655K +1,787 New
CGA
2873
Crescent Grove Advisors
Illinois
$614K +$214K +584 +49%
BCMLT
2874
Beacon Capital Management LLC (Tennessee)
Tennessee
$614K +$83.5K +228 +15%
CMTU
2875
Capital Markets Trading (UK)
United Kingdom
$613K -$39.9K -109 -6%
113 114
115
116 117