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Name Holding Trade Value Shares
Change 		Change in
Stake
HG
2051
Herbst Group
Connecticut
$260K +$32.5K +202 +14%
SRC
2052
Shufro Rose & Co
New York
$260K – – –
SAM
2053
Seelaus Asset Management
New Jersey
$259K +$13.7K +85 +6%
ZB
2054
Zions Bancorporation
Utah
$259K -$50.7K -315 -16%
PWM
2055
Paulson Wealth Management
Illinois
$258K +$5.63K +35 +2%
FA
2056
Fiduciary Alliance
South Carolina
$258K +$253K +1,571 New
SN
2057
Sittner & Nelson
Oregon
$258K +$11.3K +70 +5%
ACM
2058
Adalta Capital Management
New York
$258K +$256K +1,590 New
NFA
2059
Northern Financial Advisors
Michigan
$258K +$1.13K +7 +0.4%
FFA
2060
Fragasso Financial Advisors
Pennsylvania
$257K +$51.8K +322 +25%
WAS
2061
WESPAC Advisors SoCal
California
$256K -$12.1K -75 -5%
WAOI
2062
Wealth Advisors of Iowa
Iowa
$256K – – –
QPWM
2063
Quadrant Private Wealth Management
Pennsylvania
$255K -$28.5K -177 -10%
TWM
2064
Thrive Wealth Management
Pennsylvania
$255K +$15.8K +98 +7%
OCG
2065
Opus Capital Group
Ohio
$255K -$16.1K -100 -6%
FFM
2066
Fullerton Fund Management
Singapore
$255K -$424K -2,638 -63%
WWC
2067
Waypoint Wealth Counsel
Georgia
$255K +$35.1K +218 +16%
OWG
2068
Oxford Wealth Group
Florida
$254K +$69.7K +433 +38%
BHWM
2069
Beaird Harris Wealth Management
Texas
$253K +$78.8K +490 +46%
AWA
2070
Authentikos Wealth Advisory
California
$253K -$3.22K -20 -1%
SAA
2071
Southeast Asset Advisors
Georgia
$253K +$251K +1,558 New
MAM
2072
McLean Asset Management
Virginia
$252K +$5.47K +34 +3%
JFGIW
2073
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K -$481K -2,992 -66%
IC
2074
Inscription Capital
Texas
$251K +$20.9K +130 +9%
DCM
2075
Decatur Capital Management
Georgia
$251K +$2.09K +13 +0.8%
81 82
83
84 85