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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1626
Klingman & Associates
New York
$940K – – –
MIH
1627
Meitav Investment House
Israel
$940K – – –
UBV
1628
United Bank (Virginia)
Virginia
$938K +$79.8K +365 +10%
JSL
1629
JT Stratford LLC
Georgia
$935K +$50.1K +229 +6%
PFA
1630
Pure Financial Advisors
California
$934K +$9.18K +42 +1%
HCM
1631
Hollencrest Capital Management
California
$933K +$43.9K +201 +5%
NB
1632
Nicolet Bankshares
Wisconsin
$932K -$14.9K -68 -2%
JWA
1633
JFS Wealth Advisors
Pennsylvania
$932K – – –
HL
1634
HeadInvest LLC
Maine
$932K +$239K +1,094 +37%
IAM
1635
Integre Asset Management
New York
$928K – – –
JMFC
1636
J.M. Forbes & Co
Massachusetts
$928K – – –
RC
1637
RBF Capital
California
$928K +$874K +4,000 New
CB
1638
Cadence Bank
Mississippi
$927K +$400K +1,829 +84%
CFA
1639
Camarda Financial Advisors
Florida
$924K -$57.5K -263 -6%
ANTB
1640
AMG National Trust Bank
Colorado
$924K +$5.68K +26 +0.7%
LFA
1641
Legacy Financial Advisors
Kentucky
$921K +$4.81K +22 +0.6%
MFG
1642
Magnus Financial Group
New York
$914K +$25.6K +117 +3%
PWA
1643
Providence Wealth Advisors
Illinois
$910K +$10.7K +49 +1%
LSPW
1644
Lake Street Private Wealth
Illinois
$901K +$105K +480 +14%
ACP
1645
Aviance Capital Partners
Florida
$900K -$12.5K -57 -1%
SIAP
1646
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$899K – – –
WIA
1647
World Investment Advisors
California
$896K -$20.1K -92 -2%
VFP
1648
Verus Financial Partners
Virginia
$894K +$613K +2,805 +268%
PBT
1649
Pictet Bank & Trust
Bahamas
$893K – – –
BWL
1650
Bogart Wealth LLC
Virginia
$890K +$31.9K +146 +4%
64 65
66
67 68