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Name Holding Trade Value Shares
Change 		Change in
Stake
DAL
3201
Delta Accumulation LLC
California
$437K +$221K +802 +105%
SNBOSD
3202
Security National Bank of So Dak
Iowa
$437K -$15.5K -56 -3%
C
3203
Covestor
United Kingdom
$437K +$49.1K +178 +13%
LFG
3204
Lockerman Financial Group
California
$436K -$5.25K -19 -1%
NFSG
3205
Newbridge Financial Services Group
Florida
$436K -$828K -2,999 -66%
CFP
3206
Cascade Financial Partners
California
$435K +$435K +1,575 New
MWPCG
3207
Measured Wealth Private Client Group
New Hampshire
$434K – – –
V
3208
VeraBank
Texas
$434K +$3.59K +13 +0.8%
KWM
3209
Kanen Wealth Management
Florida
$433K +$221K +800 +100%
CC
3210
Cipher Capital
New York
$433K +$428K +1,551 New
MWA
3211
Motive Wealth Advisors
Michigan
$431K +$182K +660 +75%
FWI
3212
Facet Wealth Inc
Maryland
$430K +$139K +504 +47%
BWCS
3213
Beirne Wealth Consulting Services
Connecticut
$428K -$571K -2,069 -57%
RAM
3214
Roanoke Asset Management
New Jersey
$427K – – –
WA
3215
WESPAC Advisors
California
$427K -$15.5K -56 -4%
AIIMS
3216
Analyst IMS Investment Management Services
Israel
$426K +$51.9K +188 +14%
EC
3217
EdgeRock Capital
Colorado
$425K -$40.6K -147 -9%
LRWA
3218
Long Run Wealth Advisors
New York
$424K +$10.2K +37 +2%
LWM
3219
Lakeridge Wealth Management
Ohio
$423K +$2.76K +10 +0.7%
VP
3220
Verum Partners
North Carolina
$422K +$6.07K +22 +1%
NJIM
3221
Nabity-Jensen Investment Management
Nebraska
$420K +$50K +181 +14%
MIAS
3222
Mason Investment Advisory Services
Virginia
$420K -$1.66K -6 -0.4%
JWM
3223
JPL Wealth Management
Colorado
$419K +$62.1K +225 +18%
CFFP
3224
Center for Financial Planning
Michigan
$419K +$11.9K +43 +3%
BAM
3225
BOCHK Asset Management
Hong Kong
$419K – – –
127 128
129
130 131