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Marvell Technology
MRVL

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1301
IAM Advisory
Pennsylvania
$748K +$503K +2,511 New
PFA
1302
Petra Financial Advisors
Colorado
$748K +$503K +2,511 New
TMWM
1303
Taylor & Morgan Wealth Management
Michigan
$747K +$503K +2,509 New
CSC
1304
Caldwell Sutter Capital
California
$741K – – –
NS
1305
NBC Securities
Alabama
$741K +$324K +1,617 +186%
SBF
1306
Sara-Bay Financial
Florida
$735K +$9.02K +45 +2%
AWMS
1307
Advocacy Wealth Management Services
Georgia
$731K -$2.54M -12,680 -84%
AIA
1308
AssuredPartners Investment Advisors
Florida
$727K +$119K +593 +32%
WPP
1309
Whalerock Point Partners
Rhode Island
$725K +$20.1K +100 +4%
S
1310
Storgate
Texas
$725K +$488K +2,435 New
CWMK
1311
Caliber Wealth Management (Kansas)
Kansas
$724K -$140K -697 -22%
CPWL
1312
Coquina Private Wealth LLC
Florida
$724K +$201 +1 +0%
AWP
1313
Abacus Wealth Partners
California
$722K -$554K -2,763 -53%
PAP
1314
Persistent Asset Partners
Hong Kong
$721K -$2.46M -12,261 -84%
QC
1315
Quent Capital
New York
$721K +$45.9K +229 +10%
RCA
1316
Resonant Capital Advisors
Wisconsin
$719K +$40.7K +203 +9%
TDB
1317
Thompson David Blair
$710K +$478K +2,385 New
CFG
1318
Carr Financial Group
Massachusetts
$709K +$1.4K +7 +0.3%
AC
1319
AlphaCore Capital
California
$708K +$476K +2,376 New
AIC
1320
Argus Investors Counsel
New York
$705K +$802 +4 +0.2%
JMBA
1321
J. M. Brown & Associates
Oklahoma
$703K +$473K +2,360 New
OL
1322
OneFund LLC
Florida
$703K +$473K +2,359 New
DG
1323
Diesslin Group
Texas
$701K – – –
KCP
1324
Kera Capital Partners
California
$700K -$147K -731 -24%
CAS
1325
Coppell Advisory Solutions
Texas
$698K +$338K +1,684 New
51 52
53
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