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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Capital Advantage
California
$674K – – –
AI
652
AXS Investments
New York
$667K -$42.1K -248 -5%
EFMC
653
Empire Financial Management Company
New York
$664K +$38.2K +225 +5%
WAM
654
Wernau Asset Management
Massachusetts
$661K -$4.75K -28 -0.6%
JWCA
655
J.W. Cole Advisors
Florida
$659K +$230K +1,358 +43%
RIL
656
Rothschild Investment LLC
Illinois
$658K -$16.1K -95 -2%
VHAM
657
Van Hulzen Asset Management
California
$658K -$204K -1,200 -21%
MFS
658
Monetta Financial Services
Illinois
$658K +$764K +4,500 New
TS
659
Triglav Skladi
Slovenia
$658K +$764K +4,500 New
SC
660
Savant Capital
Illinois
$656K -$2.47M -14,530 -76%
NW
661
NewEdge Wealth
Pennsylvania
$647K -$243K -1,430 -24%
DI
662
Diligent Investors
California
$647K -$53.3K -314 -7%
IA
663
Integrity Alliance
Iowa
$646K +$750K +4,420 New
IUHSA
664
Itau Unibanco Holding S.A.
Brazil
$644K +$703K +4,144 +1,594%
MNBTD
665
Moody National Bank Trust Division
Texas
$644K +$1.53K +9 +0.2%
PCH
666
PGIM Custom Harvest
New Jersey
$644K +$23.2K +137 +3%
PA
667
Procyon Advisors
Connecticut
$643K -$20.7K -122 -3%
GS
668
GTS Securities
Florida
$642K +$470K +2,771 +171%
SAM
669
Stansberry Asset Management
Texas
$637K -$83.7K -493 -10%
CFO
670
Callan Family Office
Pennsylvania
$637K +$740K +4,358 New
PF
671
Phoenix Financial
Israel
$636K -$5.6K -33 -0.8%
AWS
672
Arkfeld Wealth Strategies
Nebraska
$636K -$12.9K -76 -2%
WA
673
Wealth Alliance
New York
$634K +$359K +2,116 +95%
LIA
674
LBMC Investment Advisors
Tennessee
$633K +$198K +1,168 +37%
CPIG
675
Chicago Partners Investment Group
Illinois
$632K -$223K -1,315 -26%
25 26
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