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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1501
Interchange Capital Partners
Pennsylvania
$890K +$257K +2,748 +43%
CSA
1502
Cottage Street Advisors
Massachusetts
$890K -$55.2K -590 -6%
RWMG
1503
Redwood Wealth Management Group
New Jersey
$887K -$14.9K -159 -2%
III
1504
Independent Investors Inc
New York
$883K – – –
LI
1505
Lafayette Investments
Maryland
$883K +$17.2K +184 +2%
GLR
1506
Great Lakes Retirement
Ohio
$881K +$12.8K +137 +2%
PPW
1507
Parcion Private Wealth
Washington
$880K +$109K +1,161 +15%
DBIA
1508
Dumont & Blake Investment Advisors
New Jersey
$879K +$10.8K +115 +1%
RCM
1509
Raleigh Capital Management
North Carolina
$878K +$125K +1,336 +18%
SBFM
1510
S-Bank Fund Management
Finland
$874K -$10.8K -116 -1%
BSB
1511
Bangor Savings Bank
Maine
$873K -$8.51K -91 -1%
PP
1512
PDS Planning
Ohio
$872K +$40.5K +433 +5%
SCM
1513
Stevens Capital Management
Pennsylvania
$872K -$125K -1,336 -13%
MFG
1514
Magnus Financial Group
New York
$870K +$138K +1,473 +20%
VFA
1515
Voya Financial Advisors
Connecticut
$869K -$149K -1,588 -15%
NWA
1516
Navis Wealth Advisors
New York
$868K +$46.3K +495 +6%
ATS
1517
Ashton Thomas Securities
New York
$868K +$63.9K +683 +8%
BWS
1518
Buck Wealth Strategies
Colorado
$867K +$466K +4,986 +129%
IFA
1519
Index Fund Advisors
California
$866K +$1.59K +17 +0.2%
DWM
1520
Dogwood Wealth Management
Kansas
$866K -$59.4K -635 -7%
LFA
1521
Legacy Financial Advisors
Kentucky
$860K +$36.3K +388 +5%
CG
1522
CFO4Life Group
Texas
$857K +$2.15K +23 +0.3%
AMM
1523
American Money Management
California
$856K +$146K +1,565 +22%
LFA
1524
Lauterbach Financial Advisors
Texas
$856K – – –
AWM
1525
Accurate Wealth Management
Florida
$856K +$298K +3,183 +54%
59 60
61
62 63