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Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
1651
Donald L. Hagan LLC
Florida
$760K +$62.2K +930 +10%
AIIMS
1652
Analyst IMS Investment Management Services
Israel
$759K +$326K +4,870 +84%
CFP
1653
Cypress Financial Planning
New Jersey
$757K -$66.2K -990 -8%
FNT
1654
First Nebraska Trust
Nebraska
$757K – – –
SMA
1655
Seven Mile Advisory
New Jersey
$755K -$180K -2,690 -20%
CCM
1656
Cohen Capital Management
California
$753K +$401K +6,000 +130%
JEST
1657
JTC Employer Solutions Trustee
Jersey
$753K – – –
FIM
1658
Fernwood Investment Management
Massachusetts
$752K +$72.9K +1,090 +11%
PPP
1659
Private Portfolio Partners
New Jersey
$750K +$708K +10,580 New
RIA
1660
Regal Investment Advisors
Michigan
$750K -$101K -1,510 -13%
AC
1661
Apella Capital
Connecticut
$749K +$39.5K +590 +6%
LCC
1662
Lincoln Capital Corp
Rhode Island
$745K -$30.1K -450 -4%
BFA
1663
Bragg Financial Advisors
North Carolina
$745K +$118K +1,770 +20%
HTIM
1664
Harbour Trust & Investment Management
Indiana
$743K -$22.7K -340 -3%
HPM
1665
Hoxton Planning & Management
West Virginia
$743K +$8.69K +130 +1%
KA
1666
Klingman & Associates
New York
$742K -$38.1K -570 -5%
CRC
1667
Curi RMB Capital
Illinois
$741K +$50.8K +760 +8%
MCI
1668
MRP Capital Investments
Georgia
$739K -$65.5K -980 -9%
PFG
1669
PAX Financial Group
Texas
$739K +$124K +1,860 +22%
DP
1670
Dearborn Partners
Illinois
$738K +$113K +1,690 +19%
AIA
1671
Angeles Investment Advisors
California
$738K -$39.5K -590 -5%
VWA
1672
Visionary Wealth Advisors
Illinois
$732K +$67.5K +1,010 +11%
SPIO
1673
Seven Post Investment Office
California
$731K – – –
BHB
1674
Bank Hapoalim BM
Israel
$731K +$4.68K +70 +0.7%
MIM
1675
Merrion Investment Management
New Jersey
$731K – – –
65 66
67
68 69