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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1601
Formidable Asset Management
Ohio
$172K +$171K +1,130 New
EFMH
1602
E Fund Management (HK)
Hong Kong
$172K +$43.2K +285 +34%
USB
1603
Union Savings Bank
Connecticut
$172K – – –
JWM
1604
Janiczek Wealth Management
Colorado
$172K +$2.27K +15 +1%
RS
1605
Rakuten Securities
Japan
$165K -$16.7K -110 -9%
FPFS
1606
First Personal Financial Services
North Carolina
$164K – – –
CA
1607
Crewe Advisors
Utah
$160K +$159K +1,050 New
W
1608
WealthCollab
Washington
$158K – – –
RIL
1609
Rothschild Investment LLC
Illinois
$158K +$10.6K +70 +7%
UCB
1610
United Community Bank
South Carolina
$152K -$3.79K -25 -2%
MA
1611
Montag & Associates
Georgia
$150K -$28.8K -190 -16%
DPW
1612
DiNuzzo Private Wealth
Pennsylvania
$149K – – –
HBW
1613
Hazlett, Burt & Watson
West Virginia
$147K +$37.1K +245 +34%
EDRH
1614
Edmond de Rothschild Holding
Switzerland
$146K -$71.2K -470 -33%
MIFH
1615
Migdal Insurance & Financial Holdings
Israel
$146K -$1.05M -6,950 -88%
WPWM
1616
Western Pacific Wealth Management
Illinois
$143K -$9.85K -65 -6%
KFS
1617
Kelly Financial Services
Massachusetts
$141K +$37.1K +245 +36%
PIA
1618
Perennial Investment Advisors
California
$138K +$137K +905 New
RFA
1619
Register Financial Advisors
Georgia
$138K +$137K +905 New
WIM
1620
Westside Investment Management
California
$134K – – –
CWC
1621
Carolinas Wealth Consulting
North Carolina
$134K -$31.1K -205 -19%
BCMLT
1622
Beacon Capital Management LLC (Tennessee)
Tennessee
$133K +$28K +185 +27%
POIA
1623
Pin Oak Investment Advisors
Texas
$133K -$41.7K -275 -24%
NRG
1624
Nemes Rush Group
Michigan
$127K +$34.8K +230 +38%
HIIFS
1625
Harel Insurance Investments & Financial Services
Israel
$126K -$20.5K -135 -14%
63 64
65
66 67