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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
2926
Alpha Family Trust
California
$204K +$189K +4,070 New
AT
2927
Adelphi Trust
Florida
$204K +$188K +4,059 New
WFA
2928
WestHill Financial Advisors
California
$203K +$188K +4,048 New
WA
2929
Waddell & Associates
Tennessee
$203K -$141K -3,032 -43%
BFG
2930
Beto Financial Group
Idaho
$203K +$200K +4,313 New
LWM
2931
Lyell Wealth Management
California
$203K +$187K +4,045 New
NP
2932
Nilsine Partners
Colorado
$203K +$200K +4,311 New
BFAG
2933
Blackston Financial Advisory Group
Florida
$203K +$187K +4,042 New
TIM
2934
Tortoise Investment Management
New York
$203K +$187K +4,036 New
WCAMG
2935
Woodard & Company Asset Management Group
North Carolina
$202K -$481K -10,385 -72%
CWA
2936
CogentBlue Wealth Advisors
Tennessee
$201K +$186K +4,013 New
MWM
2937
MinichMacGregor Wealth Management
New York
$201K +$185K +4,002 New
PWP
2938
Prasad Wealth Partners
Ohio
$201K +$185K +4,000 New
TW
2939
Towerpoint Wealth
California
$200K +$185K +3,989 New
B
2940
Barings
North Carolina
$200K +$185K +3,989 New
YDMI
2941
Y.D. More Investments
Israel
$200K +$33.4K +721 +22%
FMTCOCP
2942
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$199K -$4.63K -100 -2%
HFM
2943
Hartford Financial Management
Connecticut
$198K
HIIFS
2944
Harel Insurance Investments & Financial Services
Israel
$197K +$182K +3,928 New
TLCM
2945
Twin Lakes Capital Management
California
$195K -$53.3K -1,150 -23%
HI
2946
Hoey Investments
Pennsylvania
$194K
FFO
2947
Fortitude Family Office
Arizona
$192K +$17.9K +386 +11%
B
2948
Bayban
Minnesota
$191K +$5.38K +116 +3%
KLWA
2949
Kelly Lawrence W & Associates
California
$191K
Cohen & Steers
2950
Cohen & Steers
New York
$191K