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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1276
S.A. Mason
Michigan
$848K -$13.2K -35 -1%
CA
1277
Crewe Advisors
Utah
$845K +$816K +2,157 +236%
CASB
1278
Cape Ann Savings Bank
Massachusetts
$840K +$5.3K +14 +0.5%
AFS
1279
Aft Forsyth & Sober
Florida
$839K – – –
TBWA
1280
Three Bridge Wealth Advisors
California
$834K -$1.89K -5 -0.2%
GAG
1281
Goodman Advisory Group
Massachusetts
$832K -$1.97M -5,206 -63%
FIM
1282
Freedom Investment Management
Connecticut
$831K +$101K +267 +10%
FBT
1283
First Bank & Trust
South Dakota
$830K +$77.6K +205 +7%
GWANC
1284
Guardian Wealth Advisors (North Carolina)
North Carolina
$829K +$86.6K +229 +8%
PG
1285
Proffitt & Goodson
Tennessee
$828K +$88.9K +235 +8%
NW
1286
Naviter Wealth
Arkansas
$828K +$143K +377 +14%
AAIM
1287
American Assets Investment Management
California
$826K – – –
ECA
1288
Elevated Capital Advisors
Utah
$826K +$1.14M +3,001 New
RWA
1289
Redhawk Wealth Advisors
Minnesota
$823K +$65.8K +174 +6%
BPM
1290
Blue Pool Management
Hong Kong
$823K +$1.13M +2,992 New
DWM
1291
Drive Wealth Management
Utah
$821K -$599K -1,584 -35%
PFS
1292
Prospera Financial Services
Texas
$815K -$124K -327 -10%
CAG
1293
Csenge Advisory Group
Florida
$813K +$40.1K +106 +4%
WHG
1294
Westwood Holdings Group
Texas
$809K -$15.5K -41 -1%
SCP
1295
Shorepoint Capital Partners
Massachusetts
$806K +$95.4K +252 +9%
FBC
1296
Fairfield, Bush & Co
Connecticut
$804K +$22.7K +60 +2%
NMG
1297
New Millennium Group
Utah
$803K -$7.19K -19 -0.6%
CCB
1298
Country Club Bank
Missouri
$799K +$21.2K +56 +2%
KTC
1299
Kistler-Tiffany Companies
Pennsylvania
$796K +$57.5K +152 +6%
MAM
1300
Montchanin Asset Management
Delaware
$792K -$17K -45 -2%
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