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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1776
Alteri Wealth
California
$305K -$489K -2,620 -61%
TW
1777
Traveka Wealth
California
$304K +$11.2K +60 +4%
GIA
1778
Guyasuta Investment Advisors
Pennsylvania
$304K +$934 +5 +0.3%
NPA
1779
Nichols & Pratt Advisers
Massachusetts
$304K – – –
HIS
1780
Harvest Investment Services
Illinois
$304K +$106K +565 +52%
B
1781
Bellecapital
Switzerland
$303K – – –
AWA
1782
A4 Wealth Advisors
North Carolina
$303K +$307K +1,645 New
TP
1783
Tranquility Partners
Tennessee
$301K -$59.8K -320 -16%
PCP
1784
Panoramic Capital Partners
Oregon
$301K +$1.87K +10 +0.6%
SAM
1785
Strive Asset Management
Ohio
$300K -$47.6K -255 -14%
ACM
1786
Armbruster Capital Management
New York
$300K – – –
OTL
1787
Oak Thistle LLC
New York
$300K +$304K +1,630 New
SIG
1788
Spinnaker Investment Group
California
$299K +$14.9K +80 +5%
SFA
1789
Souders Financial Advisors
Ohio
$297K +$1.87K +10 +0.6%
TCM
1790
Traynor Capital Management
Pennsylvania
$297K +$32.7K +175 +12%
BW
1791
Balance Wealth
Ohio
$296K +$300K +1,605 New
NFG
1792
Nations Financial Group
Iowa
$295K +$29K +155 +11%
WB
1793
West Bancorporation
Iowa
$294K +$9.34K +50 +3%
AAMC
1794
Asset Allocation & Management Company
Illinois
$294K – – –
WP
1795
Westmount Partners
California
$294K -$37.4K -200 -11%
HP
1796
Holistic Planning
Texas
$293K +$934 +5 +0.3%
EFG
1797
Ethos Financial Group
Pennsylvania
$292K -$3.74K -20 -1%
MWM
1798
Moran Wealth Management
Florida
$290K -$896K -4,795 -75%
VCWM
1799
Vista Cima Wealth Management
Arizona
$290K -$422K -2,260 -59%
AFT
1800
Alpha Family Trust
California
$290K – – –
70 71
72
73 74