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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1851
Phoenix Wealth Advisors
North Carolina
$705K – – –
TCOO
1852
Trust Company of Oklahoma
Oklahoma
$704K -$79K -144 -10%
NB
1853
Northwest Bancshares
Pennsylvania
$700K -$19.2K -35 -3%
NFSG
1854
Newbridge Financial Services Group
Florida
$699K -$36.7K -67 -5%
TA
1855
TruWealth Advisors
Louisiana
$698K +$77.9K +142 +12%
FSA
1856
Fort Sheridan Advisors
Illinois
$696K +$12.6K +23 +2%
RWP
1857
Revolve Wealth Partners
New Jersey
$695K -$9.32K -17 -1%
NHC
1858
Nicholas Hoffman & Company
Georgia
$692K – – –
MSFS
1859
Main Street Financial Solutions
Pennsylvania
$689K -$28K -51 -4%
OF
1860
Outfitter Financial
Maine
$689K – – –
TBC
1861
Ted Buchan & Co
California
$688K +$1.1K +2 +0.2%
MIFH
1862
Migdal Insurance & Financial Holdings
Israel
$687K -$78.5M -143,064 -99%
CA
1863
Claro Advisors
Massachusetts
$687K +$173K +315 +31%
CIC
1864
Cornercap Investment Counsel
Georgia
$681K -$1.65M -3,010 -70%
GCC
1865
Guardian Capital (Canada)
Ontario, Canada
$681K -$3.29K -6 -0.5%
BWP
1866
BSW Wealth Partners
Colorado
$680K +$96K +175 +15%
MCM
1867
Mattern Capital Management
Colorado
$679K +$70.8K +129 +11%
ACM
1868
Avalon Capital Management
California
$679K -$486K -887 -40%
VCM
1869
Virtue Capital Management
Tennessee
$678K -$118K -216 -14%
CGH
1870
CMG Global Holdings
Texas
$676K – – –
MCM
1871
MV Capital Management
Maryland
$675K +$12.6K +23 +2%
CWM
1872
Cornerstone Wealth Management
Missouri
$675K -$20.3K -37 -3%
CWG
1873
Crown Wealth Group
North Carolina
$674K +$14.3K +26 +2%
AA
1874
Alta Advisers
United Kingdom
$673K – – –
CPSAC
1875
Chas P. Smith & Associates (CPS)
Florida
$673K +$17.6K +32 +3%
73 74
75
76 77