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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
4201
Israel Discount Bank of New York
New York
$315K -$11.2K -19 -3%
LODC
4202
Lanham O'Dell & Company
West Virginia
$315K +$29.3K +50 +10%
LHWM
4203
Lake Hills Wealth Management
Texas
$315K +$17.6K +30 +6%
MWP
4204
Meriwether Wealth & Planning
Louisiana
$314K +$315K +536 New
BA
4205
Bellwether Advisors
Nebraska
$313K – – –
ITB
4206
Idaho Trust Bank
Idaho
$313K – – –
LA
4207
Lane & Associates
New Jersey
$313K -$17.6K -30 -6%
PC
4208
Port Capital
Illinois
$313K -$11.2K -19 -3%
1CM
4209
1492 Capital Management
Wisconsin
$313K +$7.63K +13 +2%
BI
4210
Ballast Inc
Kentucky
$311K -$1.76K -3 -0.6%
WWA
4211
Wingate Wealth Advisors
Massachusetts
$311K +$312K +531 New
MHIC
4212
Marble Harbor Investment Counsel
Massachusetts
$310K – – –
CAWM
4213
Capital A Wealth Management
Pennsylvania
$310K +$311K +529 New
OPTFSNA
4214
Old Point Trust & Financial Services N A
Virginia
$309K -$137K -233 -31%
CFA
4215
Cahill Financial Advisors
Minnesota
$308K -$301K -513 -49%
ICM
4216
Innovator Capital Management
Illinois
$307K +$308K +524 New
SIA
4217
Summit Investment Advisors
Maryland
$307K +$247K +421 New
CFO
4218
Custos Family Office
Texas
$307K +$308K +524 New
WWMSC
4219
Wagner Wealth Management (South Carolina)
South Carolina
$306K +$4.7K +8 +2%
FA
4220
FSA Advisors
Michigan
$306K -$41.1K -70 -12%
AI
4221
Axecap Investments
Ohio
$305K -$2.6M -4,430 -89%
BF
4222
Brooklyn FI
New York
$304K -$23.5K -40 -7%
IAA
4223
Ironsides Asset Advisors
North Carolina
$304K – – –
JWM
4224
JDH Wealth Management
California
$304K +$305K +519 New
TFG
4225
Taylor Financial Group
Virginia
$303K – – –
167 168
169
170 171