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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1301
Capital Investment Advisors
Georgia
$209K +$197K +589 New
GRP
1302
Global Retirement Partners
California
$209K +$41.5K +124 +28%
LB
1303
Leo Brokerage
Texas
$208K +$196K +585 New
CSPAM
1304
Cary Street Partners Asset Management
Virginia
$208K – – –
LAM
1305
Lifestyle Asset Management
Texas
$208K +$196K +585 New
MSFS
1306
Main Street Financial Solutions
Pennsylvania
$206K +$193K +577 New
FMTC
1307
Farmers & Merchants Trust Company
California
$206K +$194K +579 New
BFS
1308
Bard Financial Services
Connecticut
$202K +$193K +575 New
SAI
1309
Systematic Alpha Investments
New Jersey
$200K +$189K +564 New
AFG
1310
ABLE Financial Group
Arizona
$200K +$191K +569 New
IBOK
1311
Independence Bank of Kentucky
Kentucky
$200K -$17.1K -51 -8%
TWM
1312
Tradition Wealth Management
Minnesota
$198K +$12.4K +37 +7%
CWC
1313
Carolinas Wealth Consulting
North Carolina
$198K -$16.7K -50 -0.1%
QC
1314
Quent Capital
New York
$190K -$22.1K -66 -11%
HFM
1315
Harvest Fund Management
China
$190K +$26.1K +78 +17%
GCM
1316
Gables Capital Management
Florida
$181K +$6.03K +18 +4%
TFP
1317
Tilia Fiduciary Partners
North Carolina
$174K – – –
PCFFS
1318
Pacific Center for Financial Services
California
$168K +$159K +474 New
CM
1319
Capula Management
Cayman Islands
$167K -$1.54M -4,609 -91%
SWA
1320
SOA Wealth Advisors
New York
$167K – – –
CWP
1321
Concord Wealth Partners
Virginia
$166K +$57.9K +173 +59%
CA
1322
Centerpoint Advisors
Massachusetts
$152K -$9.71K -29 -6%
SS
1323
Sunbelt Securities
Texas
$152K +$145K +432 New
SSB
1324
Sandy Spring Bank
Maryland
$151K +$5.36K +16 +4%
PPC
1325
Park Place Capital
Alabama
$138K -$6.36K -19 -5%
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