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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
2401
Israel Discount Bank of New York
New York
$699K -$36.9K -121 -5%
CFO
2402
Collective Family Office
Pennsylvania
$699K +$4.57K +15 +0.7%
WA1
2403
Wimmer Associates 1
California
$698K -$15.5K -51 -2%
IWN
2404
Independent Wealth Network
Iowa
$698K +$60.9K +200 +10%
MWM
2405
Mattern Wealth Management
Kansas
$696K – – –
RCG
2406
Rock Creek Group
District of Columbia
$696K +$191K +627 +40%
MAM
2407
Magellan Asset Management
Australia
$694K +$394K +1,293 +143%
FZCM
2408
Flynn Zito Capital Management
New York
$694K +$1.83K +6 +0.3%
WA
2409
WealthTrust Axiom
Pennsylvania
$694K -$1.22K -4 -0.2%
LF
2410
Lee Financial
Texas
$694K – – –
AWA
2411
Amplius Wealth Advisors
Pennsylvania
$693K -$8.22K -27 -1%
ACP
2412
Arcus Capital Partners
Georgia
$692K +$3.05K +10 +0.5%
QCIG
2413
Quad-Cities Investment Group
Iowa
$691K -$7.92K -26 -1%
MTC
2414
McDaniel Terry & Co
Texas
$690K +$4.26K +14 +0.6%
MWM
2415
Maltin Wealth Management
New Jersey
$688K -$335K -1,101 -34%
CWM
2416
CCG Wealth Management
California
$688K -$3.35K -11 -0.5%
JFA
2417
JNBA Financial Advisors
Minnesota
$688K -$203K -667 -23%
SAM
2418
Secure Asset Management
Michigan
$687K -$49K -161 -7%
AIA
2419
Affinity Investment Advisors
California
$685K – – –
TP
2420
Tranquility Partners
Tennessee
$681K +$37.5K +123 +6%
FC
2421
Fulcrum Capital
Washington
$681K +$656K +2,155 New
CIA
2422
Caerus Investment Advisors
Texas
$680K -$335K -1,100 -34%
WP
2423
WealthSpring Partners
California
$680K +$79.8K +262 +14%
DAM
2424
Derbend Asset Management
Georgia
$678K -$10.1K -33 -2%
BWA
2425
Bordeaux Wealth Advisors
California
$678K -$21.9K -72 -3%
95 96
97
98 99