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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1476
Wealthstream Advisors
New York
$518K +$42.8K +980 +10%
CCG
1477
Catalina Capital Group
California
$517K +$463K +10,610 New
IBOK
1478
Independence Bank of Kentucky
Kentucky
$516K +$310K +7,100 +203%
HPM
1479
Hoxton Planning & Management
West Virginia
$513K -$2.18K -50 -0.5%
RBFC
1480
Roman Butler Fullerton & Co
Missouri
$513K -$29.7K -680 -7%
MW
1481
Maia Wealth
Colorado
$512K +$459K +10,520 New
PP
1482
Patron Partners
Texas
$512K -$18.3K -420 -4%
SP
1483
Stonebrook Private
Michigan
$512K +$459K +10,510 New
HSA
1484
Hussman Strategic Advisors
Maryland
$511K -$3.21M -73,500 -88%
BA
1485
Birinyi Associates
Connecticut
$511K -$1.22M -28,000 -73%
BHB
1486
Bank Hapoalim BM
Israel
$511K +$35.8K +820 +8%
VFA
1487
Voya Financial Advisors
Connecticut
$508K -$301K -6,890 -40%
OL
1488
Optas LLC
Texas
$506K +$14.8K +340 +3%
SIG
1489
Stonegate Investment Group
Alabama
$506K +$87.7K +2,010 +24%
CRI
1490
Colonial River Investments
Virginia
$505K +$453K +10,380 New
EFL
1491
ERn Financial LLC
Wisconsin
$504K +$454K +10,390 New
SOW
1492
State of Wyoming
Wyoming
$503K -$377K -8,630 -46%
WDC
1493
Woodward Diversified Capital
California
$502K -$2.18K -50 -0.5%
SPIO
1494
Seven Post Investment Office
California
$502K – – –
OC
1495
Opinicus Capital
Florida
$501K +$450K +10,300 New
OWA
1496
Opal Wealth Advisors
New York
$501K +$14.8K +340 +3%
OWA
1497
One Wealth Advisors
California
$500K -$5.67K -130 -1%
SCP
1498
Sivia Capital Partners
California
$500K +$448K +10,260 New
PPP
1499
Private Portfolio Partners
New Jersey
$499K – – –
KJHP
1500
K.J. Harrison & Partners
Ontario, Canada
$499K +$447K +10,250 New
58 59
60
61 62