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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
2301
Beacon Investment Advisory Services
New Jersey
$388K -$55.6K -925 -13%
KA
2302
Kozak & Associates
Colorado
$387K +$2.52K +42 +0.7%
AAS
2303
Annex Advisory Services
Wisconsin
$387K +$13.3K +222 +4%
BHPW
2304
Beverly Hills Private Wealth
California
$387K -$9.91K -165 -3%
GAM
2305
Gould Asset Management
California
$386K – – –
PCI
2306
Planning Center Inc
Illinois
$386K -$108K -1,804 -22%
SRC
2307
Shufro Rose & Co
New York
$385K -$12K -199 -3%
PBO
2308
Peoples Bank (Ohio)
Ohio
$385K -$3.96K -66 -1%
CSPAM
2309
Cary Street Partners Asset Management
Virginia
$384K – – –
SWS
2310
SYSTM Wealth Solutions
Illinois
$384K +$32K +532 +9%
LWM
2311
Lyell Wealth Management
California
$384K +$59.7K +994 +19%
GKWIM
2312
Gerber Kawasaki Wealth & Investment Management
California
$383K -$15.8K -263 -4%
CTB
2313
Country Trust Bank
Illinois
$383K +$32.7K +544 +10%
OL
2314
Optas LLC
Texas
$383K +$9.49K +158 +3%
BHCM
2315
Brevan Howard Capital Management
Jersey
$383K +$376K +6,253 New
RPCONE
2316
Retirement Planning Company of New England
Rhode Island
$382K -$25.7K -428 -6%
OA
2317
Oceanside Advisors
South Carolina
$382K – – –
GTAM
2318
Global Trust Asset Management
Florida
$380K +$12K +200 +3%
OAM
2319
Oak Asset Management
California
$380K – – –
LA
2320
Latitude Advisors
Florida
$378K +$3.36K +56 +0.9%
UF
2321
Univest Financial
Pennsylvania
$378K – – –
USB
2322
Union Savings Bank
Connecticut
$378K – – –
IF
2323
Insight Folios
North Carolina
$378K -$22.2K -369 -6%
APC
2324
Asset Planning Corporation
Tennessee
$378K +$105K +1,753 +40%
OWA
2325
Outlook Wealth Advisors
Texas
$378K +$50.9K +848 +16%
91 92
93
94 95