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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1351
Jacobi Capital Management
Pennsylvania
$783K +$525K +3,650 +129%
NG
1352
Norden Group
Utah
$782K -$193K -1,341 -17%
RIA
1353
Regal Investment Advisors
Michigan
$779K -$470K -3,268 -34%
PHS
1354
Pekin Hardy Strauss
Illinois
$775K -$219K -1,520 -19%
CSIC
1355
Clifford Swan Investment Counsel
California
$774K -$74.1K -515 -7%
BFM
1356
Boston Financial Management
Massachusetts
$774K +$108K +750 +13%
FDW
1357
Fourth Dimension Wealth
Ohio
$772K +$920K +6,395 New
T
1358
Transce3nd
Texas
$772K +$920K +6,396 New
BFA
1359
Beaumont Financial Advisors
Massachusetts
$771K -$14.1K -98 -2%
SCA
1360
Sage Capital Advisors
South Dakota
$771K +$14.1K +98 +2%
CFP
1361
Catalyst Financial Partners
Massachusetts
$768K +$5.18K +36 +0.6%
OFW
1362
Omnia Family Wealth
Florida
$763K -$27.6K -192 -3%
VHAM
1363
Van Hulzen Asset Management
California
$763K -$552K -3,837 -38%
AWA
1364
Alta Wealth Advisors
Massachusetts
$762K +$35K +243 +4%
TF
1365
TLWM Financial
Texas
$762K +$37.4K +260 +4%
TWM
1366
Tradition Wealth Management
Minnesota
$760K -$148K -1,027 -14%
EWS
1367
Eagle Wealth Strategies
New Jersey
$758K +$43.2K +300 +5%
LAM
1368
L2 Asset Management
Massachusetts
$757K -$16.3K -113 -2%
SXL
1369
Summit X LLC
Missouri
$756K +$74.2K +516 +9%
BWA
1370
Blodgett Wealth Advisors
California
$756K +$28.8K +200 +3%
MWM
1371
Mindset Wealth Management
Indiana
$753K +$19.3K +134 +2%
FB
1372
Fulton Bank
Pennsylvania
$753K -$328K -2,282 -27%
OWA
1373
Octavia Wealth Advisors
Ohio
$753K +$77.8K +541 +10%
ATC
1374
Adirondack Trust Company
New York
$752K +$11.4K +79 +1%
GPFA
1375
Game Plan Financial Advisors
Ohio
$750K -$245K -1,706 -22%
53 54
55
56 57