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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Claro Advisors
Massachusetts
$4.17M +$896K +20,000 +26%
LFA
1602
Legacy Financial Advisors
Kentucky
$4.16M +$337K +7,520 +9%
ISWM
1603
Independent Solutions Wealth Management
New York
$4.16M +$310K +6,930 +8%
KHLMTHM
1604
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.16M +$1.77M +39,500 +70%
MBTD
1605
Mechanics Bank - Trust Department
California
$4.15M +$311K +6,950 +8%
LIP
1606
Lighthouse Investment Partners
Florida
$4.14M +$4.27M +95,250 New
IP
1607
Ignite Planners
California
$4.14M +$960K +21,420 +30%
AW
1608
Alaethes Wealth
Nevada
$4.14M +$223K +4,980 +6%
CPRC
1609
Consolidated Portfolio Review Corp
New York
$4.13M +$181K +4,030 +4%
MW
1610
Marcum Wealth
Ohio
$4.12M +$965K +21,540 +29%
CFS
1611
CRA Financial Services
New Jersey
$4.11M +$232K +5,180 +6%
NED
1612
Nancy E. Dempze
$4.11M -$126K -2,810 -3%
SI
1613
Symmetry Investments
Jersey
$4.11M +$3.16M +70,420 +293%
CPIA
1614
Cornell Pochily Investment Advisors
New York
$4.11M +$62.7K +1,400 +2%
OL
1615
Optas LLC
Texas
$4.1M -$139K -3,110 -3%
HIS
1616
Horizon Investment Services
Indiana
$4.09M -$23.7K -530 -0.6%
SIA
1617
Schear Investment Advisers
Ohio
$4.09M -$17.5K -390 -0.4%
HKIM
1618
Hayek Kallen Investment Management
Alabama
$4.08M -$125K -2,800 -3%
CW
1619
CreativeOne Wealth
Kansas
$4.07M -$2.2M -49,180 -34%
SFG
1620
SevenBridge Financial Group
Pennsylvania
$4.07M +$24.2K +540 +0.6%
CT
1621
Cambridge Trust
Massachusetts
$4.05M +$185K +4,140 +5%
WAAG
1622
Wealth Alliance Advisory Group
Kansas
$4.04M -$524K -11,690 -11%
BCA
1623
Bay Colony Advisors
Massachusetts
$4.04M +$33.2K +740 +0.8%
FMTCOCP
1624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.03M +$41.7K +930 +1%
DVF
1625
Discovery Value Fund
Singapore
$4.02M +$4.14M +92,490 New
63 64
65
66 67