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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
501
Pin Oak Investment Advisors
Texas
$54K – – –
MA
502
Montag & Associates
Georgia
$52.5K – – –
BCWM
503
Bartlett & Co Wealth Management
Ohio
$47.9K – – –
CTC
504
Central Trust Company
Missouri
$47.3K +$564 +6 +1%
KFI
505
Key Financial Inc
Pennsylvania
$46K – – –
OA
506
Operose Advisors
Wisconsin
$43.9K – – –
OC
507
Oakworth Capital
Alabama
$43.6K -$4.99K -53 -11%
DCP
508
DSM Capital Partners
Florida
$43.1K – – –
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.7K – – –
SWM
510
Spire Wealth Management
Virginia
$42.4K – – –
IAIM
511
International Assets Investment Management
Florida
$41.8K +$39.3K +418 New
ITIM
512
Indiana Trust & Investment Management
Indiana
$41.4K – – –
AGWCA
513
Annis Gardner Whiting Capital Advisors
Florida
$40.5K -$80.2K -853 -68%
NS
514
NBC Securities
Alabama
$39K -$5.55K -59 -13%
CAS
515
Coppell Advisory Solutions
Texas
$38.8K – – –
EWP
516
Elevation Wealth Partners
California
$37K – – –
RIL
517
Rothschild Investment LLC
Illinois
$36.7K -$1.32K -14 -4%
SC
518
SouthState Corp
Florida
$35.4K -$1.03K -11 -3%
GI
519
GAMMA Investing
California
$33.4K +$5.55K +59 +21%
GM
520
GeoWealth Management
Illinois
$33.3K +$31.3K +333 New
EB
521
Eastern Bank
Massachusetts
$33.2K +$31.2K +332 New
SOW
522
State of Wyoming
Wyoming
$33.2K +$31.2K +332 New
FMP
523
Financial Management Professionals
Texas
$31K +$4.14K +44 +17%
ACA
524
Atlas Capital Advisors
Wyoming
$30.8K -$90K -957 -76%
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K -$32.6K -347 -53%
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