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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
2651
Swan Global Investments
Colorado
$483K +$143K +286 +44%
PCS
2652
Private Client Services
Kentucky
$482K +$3.99K +8 +0.9%
LJAC
2653
L.J. Altfest & Co
New York
$479K -$1.5K -3 -0.3%
WP
2654
WealthShield Partners
North Carolina
$479K -$1.67M -3,341 -78%
BFS
2655
Baskin Financial Services
Ontario, Canada
$478K -$224K -450 -33%
SGAM
2656
Smith Group Asset Management
Texas
$478K -$592K -1,188 -56%
BHB
2657
Bank Hapoalim BM
Israel
$477K +$60.8K +122 +15%
AWM
2658
Aberdeen Wealth Management
Illinois
$476K -$378K -758 -45%
TAM
2659
Townsend Asset Management
North Carolina
$472K +$13.5K +27 +3%
VDC
2660
Van Diest Capital
Iowa
$470K -$186K -373 -29%
MW
2661
Marble Wealth
Alabama
$469K -$39.9K -80 -8%
EC
2662
EdgeRock Capital
Colorado
$468K -$16.5K -33 -3%
CBT
2663
Crews Bank & Trust
Florida
$467K -$22.4K -45 -5%
HI
2664
Hudock Inc
Pennsylvania
$467K +$499 +1 +0.1%
BTD
2665
BankPlus Trust Department
Mississippi
$467K – – –
SCS
2666
Sound Capital Solutions
Florida
$467K +$453K +909 New
BFC
2667
Bedel Financial Consulting
Indiana
$467K – – –
PM
2668
Pembroke Management
Quebec, Canada
$466K -$1.5K -3 -0.3%
TWP
2669
Tempus Wealth Planning
California
$466K +$30.9K +62 +7%
GFPC
2670
Global Financial Private Client
Florida
$464K +$17.9K +36 +4%
SFS
2671
Symphony Financial Services
Ohio
$464K -$7.48K -15 -2%
SEP
2672
Signature Equity Partners
Ohio
$463K -$84.8K -170 -16%
IIM
2673
Illumine Investment Management
Washington
$463K -$450K -902 Closed
DAS
2674
DMKC Advisory Services
Iowa
$463K +$46.4K +93 +12%
AWA
2675
Aletheian Wealth Advisors
Washington
$462K +$38.4K +77 +9%
105 106
107
108 109