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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3001
Birinyi Associates
Connecticut
$577K – – –
C
3002
CEDRUS
Colorado
$577K -$1.65K -6 -0.3%
RA
3003
Ruggaard & Associates
Ohio
$577K +$11K +40 +2%
CFO
3004
Collective Family Office
Pennsylvania
$577K -$8.5K -31 -1%
KLCM
3005
KG&L Capital Management
Louisiana
$574K +$197K +717 +49%
YLHM
3006
Yelin Lapidot Holdings Management
Israel
$574K – – –
NVIM
3007
New Vernon Investment Management
Illinois
$572K – – –
JWA
3008
JFS Wealth Advisors
Pennsylvania
$571K -$34.5K -126 -5%
TCG
3009
Transcendent Capital Group
Oklahoma
$571K -$143K -522 -19%
EL
3010
EWA LLC
Pennsylvania
$570K +$49.1K +179 +9%
LAM
3011
Lewis Asset Management
California
$570K -$7.95K -29 -1%
C1AG
3012
Client 1st Advisory Group
Florida
$570K +$41.7K +152 +8%
FI
3013
Finivi Inc
Massachusetts
$569K +$7.13K +26 +1%
VFPW
3014
Vantage Financial Partners (Wisconsin)
Wisconsin
$568K +$593K +2,165 New
AFAS
3015
Acorn Financial Advisory Services
Virginia
$568K +$49.9K +182 +9%
SFC
3016
Strategic Financial Concepts
Texas
$568K -$391K -1,426 -40%
SGAM
3017
Smith Group Asset Management
Texas
$568K -$6.48M -23,644 -92%
PWA
3018
Physician Wealth Advisors
Utah
$564K -$38.9K -142 -6%
IIA
3019
Integral Investment Advisors
California
$564K +$49.3K +180 +9%
JSAM
3020
J. Safra Asset Management
New York
$562K +$251K +914 +74%
AWA
3021
Amplius Wealth Advisors
Pennsylvania
$562K -$23K -84 -4%
LWM
3022
Laidlaw Wealth Management
New York
$561K -$78.7K -287 -12%
AWAG
3023
ARS Wealth Advisors Group
Florida
$560K -$39.7K -145 -6%
LC
3024
Lincoln Capital
Nebraska
$559K – – –
FCM
3025
Fourpath Capital Management
Oklahoma
$557K -$6.3K -23 -1%
119 120
121
122 123