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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2851
Private Client Services
Kentucky
$257K +$48.9K +686 +23%
I2I
2852
Insight 2811 Inc
Illinois
$257K -$4.56K -64 -2%
BDL
2853
Banque de Luxembourg
Luxembourg
$257K – – –
BMCM
2854
Burns Matteson Capital Management
New York
$257K -$9.62K -135 -4%
PP
2855
PFS Partners
New Jersey
$257K +$71 +1 +0%
WTFG
2856
Wells Trecaso Financial Group
Ohio
$257K +$570 +8 +0.2%
MSR
2857
Main Street Research
Connecticut
$256K -$82K -1,151 -24%
LFASL
2858
Lugano Financial Advisors SA (LFA)
Switzerland
$256K +$10.1K +142 +4%
CWA
2859
Centerline Wealth Advisors
Kentucky
$256K +$1.5K +21 +0.6%
WF
2860
Warner Financial
Maryland
$256K – – –
DAM
2861
DLD Asset Management
New York
$256K +$258K +3,618 New
NWA
2862
Navis Wealth Advisors
New York
$256K +$1.57K +22 +0.6%
TWM
2863
Tanager Wealth Management
United Kingdom
$256K -$75.3K -1,057 -23%
FC
2864
FCA Corp
Texas
$255K -$2.64K -37 -1%
GWP
2865
Gateway Wealth Partners
Wisconsin
$255K +$52.3K +734 +26%
HIIFS
2866
Harel Insurance Investments & Financial Services
Israel
$255K – – –
R
2867
Rebalance
California
$255K -$32.8K -461 -11%
MAM
2868
Milestone Asset Management
Pennsylvania
$254K +$256K +3,594 New
SWP
2869
Summit Wealth Partners
Florida
$254K -$9.69K -136 -4%
OWCM
2870
One Wealth Capital Management
Arizona
$253K +$2.35K +33 +0.9%
DI
2871
Disciplined Investments
Oklahoma
$253K -$1.64K -23 -0.6%
GAM
2872
Gemmer Asset Management
California
$253K +$14.2K +200 +6%
IWP
2873
IAG Wealth Partners
Wisconsin
$253K +$214 +3 +0.1%
RFN
2874
Redwood Financial Network
Ohio
$253K +$71 +1 +0%
BMWM
2875
Brown Miller Wealth Management
Virginia
$252K +$71 +1 +0%
113 114
115
116 117