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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
5851
Innovative Advisory Group
Massachusetts
$39.2K -$6.7K -36 -15%
AAG
5852
Accordant Advisory Group
Maryland
$37.3K – – –
LA
5853
LM Advisors
California
$36.1K -$5.49M -29,486 -81%
HHGA
5854
Halbert Hargrove Global Advisors
California
$34.8K -$303K -1,629 -90%
HAP
5855
Harbor Asset Planning
Massachusetts
$32.6K – – –
LIM
5856
Longfellow Investment Management
Massachusetts
$31.7K +$3.16K +17 +11%
TIAAOA
5857
Teachers Insurance & Annuity Association of America
New York
$28K – – –
CP
5858
Camelot Portfolios
Ohio
$24.6K -$1.84M -9,880 -99%
PK
5859
Pflug Koory
Nebraska
$24.4K – – –
BC
5860
Broadwater Capital
Massachusetts
$22.4K – – –
WBWA
5861
William B. Walkup & Associates
South Carolina
$19.8K – – –
AWA
5862
American Wealth Advisors
Georgia
$18.7K – – –
BOTPPF
5863
Board of the Pension Protection Fund
United Kingdom
$18.6K +$18.6K +100 New
MASM
5864
MH & Associates Securities Management
California
$18.6K +$18.6K +100 New
CF
5865
Conquis Financial
California
$14K – – –
CFO
5866
Capitol Family Office
Oregon
$13.1K – – –
ATC
5867
Advantage Trust Company
Kansas
$11.2K -$306K -1,646 -96%
FVIM
5868
Fort Vancouver Investment Management
Washington
$9.32K – – –
FC
5869
Family CFO
California
$9.32K +$9.31K +50 New
CAM
5870
Clarity Asset Management
Iowa
$7.46K -$70.9K -381 -90%
BC
5871
Bulwark Capital
Florida
$7.46K – – –
DCM
5872
Dorato Capital Management
Colorado
$4.95K +$5.03K +27 New
BGA
5873
Battery Global Advisors
Massachusetts
$4.78K -$22.3K -120 -80%
CIAM
5874
Caitong International Asset Management
Hong Kong
$3.92K -$8.84M -47,475 -100%
UFF
5875
USA Financial Formulas
Michigan
$2.8K +$2.79K +15 New
233 234
235
236 237