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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1451
Accredited Investors
Minnesota
$378K – – –
CI
1452
Cavalier Investments
Georgia
$377K – – –
MPWT
1453
MassMutual Private Wealth & Trust
Connecticut
$375K +$21.3K +226 +7%
WSTAM
1454
Wilbanks Smith & Thomas Asset Management
Virginia
$375K +$93.1K +988 +36%
FSG
1455
Financial Strategies Group
Michigan
$375K +$349K +3,700 New
NC
1456
Noked Capital
Israel
$375K +$349K +3,700 New
NI
1457
Noked Israel
Israel
$375K +$349K +3,700 New
PWW
1458
Pettyjohn Wood & White
Virginia
$373K -$35.4K -376 -9%
GLI
1459
Guardian Life Insurance
New York
$372K +$660 +7 +0.2%
CMA
1460
Cedar Mountain Advisors
Oregon
$369K +$344K +3,646 New
W
1461
Wealthquest
Ohio
$368K -$660 -7 -0.2%
BWM
1462
Baystate Wealth Management
Massachusetts
$365K +$131K +1,393 +63%
WIP
1463
Wellesley Investment Partners
Massachusetts
$364K -$263K -2,788 -44%
NWS
1464
Newport Wealth Strategies
California
$364K +$59.4K +630 +21%
CIC
1465
Chilton Investment Company
Connecticut
$363K +$1.79K +19 +0.5%
SCI
1466
Stableford Capital II
Arizona
$361K -$1.6K -17 -0.5%
SVWAG
1467
Sound View Wealth Advisors Group
Georgia
$361K -$754 -8 -0.2%
CA
1468
Calton & Associates
Florida
$358K -$30.9K -328 -8%
WA
1469
Waverly Advisors
Alabama
$356K -$9.33K -99 -3%
NAS
1470
Nicolet Advisory Services
Wisconsin
$355K +$189 +2 +0.1%
NHC
1471
Nicholas Hoffman & Company
Georgia
$355K +$13.6K +144 +4%
SGK
1472
Steigerwald Gordon & Koch
Virginia
$355K +$59.1K +627 +22%
OLA
1473
Oliver Luxxe Assets
New Jersey
$353K – – –
OL
1474
Optas LLC
Texas
$353K +$329K +3,492 New
MWA
1475
Martel Wealth Advisors
Washington
$351K -$4.34K -46 -1%
57 58
59
60 61