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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1901
Independent Solutions Wealth Management
New York
$1.48M -$987K -3,949 -37%
HTC
1902
Haverford Trust Company
Pennsylvania
$1.48M -$422K -1,690 -20%
AWA
1903
Arete Wealth Advisors
Illinois
$1.48M +$116K +463 +7%
BAAM
1904
Baker Avenue Asset Management
California
$1.48M +$793K +3,172 +91%
GA
1905
GoalVest Advisory
New York
$1.48M +$1.66M +6,656 New
CCG
1906
Cypress Capital Group
Florida
$1.48M +$1,000K +4,000 +152%
AAA
1907
Adams Asset Advisors
Texas
$1.47M – – –
FFN
1908
Focus Financial Network
Minnesota
$1.47M -$2.14M -8,557 -56%
RWM
1909
RKL Wealth Management
Pennsylvania
$1.47M -$305K -1,221 -16%
JSW
1910
Journey Strategic Wealth
New Jersey
$1.47M -$146K -583 -8%
NC
1911
Noked Capital
Israel
$1.47M -$20.6M -82,413 -93%
NI
1912
Noked Israel
Israel
$1.47M -$20.6M -82,413 -93%
IAM
1913
Iridian Asset Management
Connecticut
$1.46M +$391K +1,566 +31%
DF
1914
Donoghue Forlines
Massachusetts
$1.46M +$1.64M +6,559 New
CC
1915
Cannell & Co
New York
$1.46M +$25K +100 +2%
KMWM
1916
Keudell/Morrison Wealth Management
Oregon
$1.46M +$6.25K +25 +0.4%
SWA
1917
Sutton Wealth Advisors
Florida
$1.45M +$28.7K +115 +2%
MSFS
1918
Main Street Financial Solutions
Pennsylvania
$1.45M +$362K +1,450 +29%
CIA
1919
Cascade Investment Advisors
Oregon
$1.45M +$55K +220 +3%
DA
1920
DSC Advisors
Illinois
$1.45M +$324K +1,296 +25%
RMCM
1921
Reynders McVeigh Capital Management
Massachusetts
$1.44M -$561K -2,246 -26%
IA
1922
IFG Advisory
Georgia
$1.44M +$498K +1,991 +44%
BP
1923
BBR Partners
New York
$1.43M +$957K +3,830 +147%
CP
1924
CenterBook Partners
Connecticut
$1.42M +$798K +3,191 +99%
BSB
1925
Bangor Savings Bank
Maine
$1.42M +$97.2K +389 +6%
75 76
77
78 79