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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMG
3376
Levy Wealth Management Group
Pennsylvania
$1.21M +$273K +1,175 +30%
DDPIC
3377
Deroy & Devereaux Private Investment Counsel
Michigan
$1.21M +$22.5K +97 +2%
JCM
3378
Jacobsen Capital Management
Utah
$1.21M +$1.19M +5,127 New
NPPM
3379
North Point Portfolio Managers
Ohio
$1.21M +$21.3K +92 +2%
TWM
3380
TriaGen Wealth Management
California
$1.2M -$4.64K -20 -0.4%
AF
3381
Apexium Financial
Texas
$1.2M -$117K -503 -9%
NC
3382
Noked Capital
Israel
$1.2M -$7.06M -30,446 -86%
NI
3383
Noked Israel
Israel
$1.2M -$7.06M -30,446 -86%
OBWP
3384
O'Brien Wealth Partners
Massachusetts
$1.2M -$133K -573 -11%
WEPOG
3385
Wealth Enhancement & Preservation of GA
Georgia
$1.19M -$11.8K -51 -1%
TWM
3386
Triton Wealth Management
Arizona
$1.19M +$4.64K +20 +0.4%
SPP
3387
Single Point Partners
Massachusetts
$1.19M +$288K +1,240 +34%
PWM
3388
PRW Wealth Management
Massachusetts
$1.19M -$85.6K -369 -7%
TFA
3389
Trinity Financial Advisors
Ohio
$1.19M -$16.9K -73 -1%
ACM
3390
Ascendant Capital Management
California
$1.18M -$162K -700 -12%
ARG
3391
Advisory Resource Group
Oklahoma
$1.18M – – –
OIM
3392
Opus Investment Management
Massachusetts
$1.18M – – –
PAWC
3393
P.A.W. Capital
Connecticut
$1.18M – – –
BMCM
3394
Burns Matteson Capital Management
New York
$1.18M +$45.2K +195 +4%
P
3395
Palladiem
Pennsylvania
$1.18M -$194K -837 -14%
PI
3396
Pachira Investments
California
$1.17M +$640K +2,758 +124%
TI
3397
Truepoint Inc
Ohio
$1.17M -$36.7K -158 -3%
GCP
3398
GSA Capital Partners
United Kingdom
$1.17M -$887K -3,821 -43%
EWF
3399
Epstein & White Financial
California
$1.17M -$14.4K -62 -1%
OWA
3400
One Wealth Advisors
California
$1.16M +$215K +928 +23%
134 135
136
137 138