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Name Holding Trade Value Shares
Change 		Change in
Stake
GRA
3901
Golden Road Advisors
Florida
$671K +$118K +159 +21%
YAVAPFMC
3902
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$669K – – –
NFC
3903
Northstar Financial Companies
Pennsylvania
$669K +$127K +171 +23%
BSAM
3904
Blue Square Asset Management
New York
$668K – – –
SWMG
3905
Stillwater Wealth Management Group
Florida
$665K +$674K +905 New
WCM
3906
Warburton Capital Management
Oklahoma
$664K +$57.3K +77 +9%
SGI
3907
Swan Global Investments
Colorado
$663K +$672K +903 New
MWM
3908
Mattern Wealth Management
Kansas
$661K -$9.68K -13 -1%
FEM
3909
Fulcrum Equity Management
Texas
$661K -$13.4K -18 -2%
CI
3910
Corient IA
Florida
$661K – – –
PCGDR
3911
Pangea Capital Gestao de Recursos
$661K – – –
HA
3912
Hofer & Associates
California
$660K +$96K +129 +17%
TAM
3913
Trillium Asset Management
Massachusetts
$660K -$69.2K -93 -9%
MWS
3914
MFA Wealth Services
California
$660K -$5.21K -7 -0.8%
CPA
3915
Clear Point Advisors
New York
$658K +$54.3K +73 +9%
WH
3916
Willner & Heller
California
$658K +$24.6K +33 +4%
1WM
3917
1900 Wealth Management
Texas
$658K +$113K +152 +20%
OWP
3918
ORG Wealth Partners
Texas
$657K +$19.4K +26 +3%
AC
3919
AXQ Capital
New Jersey
$657K +$410K +551 +160%
SCM
3920
Sage Capital Management
New Jersey
$657K +$744 +1 +0.1%
AWM
3921
Affinity Wealth Management
Delaware
$656K -$35.7K -48 -5%
EIA
3922
Eldridge Investment Advisors
New Hampshire
$656K -$33.5K -45 -5%
PPW
3923
Presilium Private Wealth
Pennsylvania
$656K – – –
DWM
3924
Daner Wealth Management
Georgia
$655K +$47.6K +64 +8%
IAP
3925
Indie Asset Partners
Indiana
$655K -$48.4K -65 -7%
155 156
157
158 159