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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
876
MONECO Advisors
Connecticut
$704K +$137K +1,341 +24%
AG
877
AIA Group
Hong Kong
$704K -$518K -5,066 -42%
DIM
878
Delta Investment Management
California
$703K -$40.9K -400 -5%
FFA
879
Farther Finance Advisors
California
$703K -$60.8K -594 -8%
WP
880
Wealthspan Partners
Iowa
$702K +$1.13K +11 +0.2%
CPIA
881
Cornell Pochily Investment Advisors
New York
$699K -$58.2K -569 -8%
MIM
882
Meixler Investment Management
Arizona
$696K -$109K -1,064 -13%
VFA
883
Valeo Financial Advisors
Indiana
$693K +$1.64K +16 +0.2%
JWM
884
JFG Wealth Management
Colorado
$693K – – –
MLL
885
Moody Lynn & Lieberson
Massachusetts
$693K +$6.34K +62 +0.9%
RFO
886
RiverGlades Family Offices
Florida
$693K – – –
EP
887
Edgestream Partners
New Jersey
$692K -$2.85M -27,879 -80%
FTWA
888
Fifth Third Wealth Advisors
Ohio
$691K -$951K -9,298 -57%
GWP
889
Gateway Wealth Partners
Wisconsin
$689K +$702K +6,858 New
WIS
890
Wright Investors Service
Connecticut
$686K -$1.46M -14,287 -68%
FZCM
891
Flynn Zito Capital Management
New York
$686K +$3.07K +30 +0.4%
FRM
892
Fox Run Management
Connecticut
$686K +$699K +6,832 New
TNBTD
893
Trustmark National Bank Trust Department
Mississippi
$682K – – –
LCM
894
LVM Capital Management
Michigan
$679K +$692K +6,765 New
AGC
895
Aspen Grove Capital
Colorado
$678K -$20.3K -198 -3%
KFS
896
Kaizen Financial Strategies
California
$675K +$2.35K +23 +0.3%
SIA
897
SeaBridge Investment Advisors
New Jersey
$673K -$36.6K -358 -5%
WA
898
Wealthstar Advisors
Texas
$673K +$686K +6,705 New
BPC
899
Bearing Point Capital
Minnesota
$668K +$681K +6,656 New
FNT
900
First National Trust
Pennsylvania
$665K – – –
34 35
36
37 38