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Name Holding Trade Value Shares
Change 		Change in
Stake
SH
1051
SLT Holdings
Arizona
$472K – – –
EDRH
1052
Edmond de Rothschild Holding
Switzerland
$472K +$441K +700 New
OWM
1053
Omnitrust Wealth Management
Florida
$471K +$440K +699 New
XF
1054
XML Financial
Maryland
$470K +$191K +303 +77%
HWAM
1055
Hennion & Walsh Asset Management
New Jersey
$465K +$73.1K +116 +20%
SC
1056
Syon Capital
California
$464K +$434K +689 New
IIL
1057
Income Insurance Ltd
$464K +$434K +688 New
CAM
1058
Claret Asset Management
Quebec, Canada
$462K -$630 -1 -0.1%
MWM
1059
Maridea Wealth Management
New York
$461K -$32.8K -52 -7%
PWP
1060
Ponta Wealth Partners
Florida
$460K +$430K +683 New
OFS
1061
OneAscent Financial Services
Alabama
$458K -$861K -1,366 -67%
PI
1062
PFG Investments
New York
$457K -$31.5K -50 -7%
PIA
1063
Perennial Investment Advisors
California
$456K +$107K +170 +34%
WWM
1064
Whalen Wealth Management
Nevada
$455K -$125K -198 -23%
PA
1065
PFW Advisors
Georgia
$454K +$7.56K +12 +2%
FIC
1066
Family Investment Center
Missouri
$454K +$39.1K +62 +10%
SCI
1067
S&CO Inc
Massachusetts
$454K – – –
KP
1068
Keel Point
Alabama
$451K +$7.56K +12 +2%
VWM
1069
Venturi Wealth Management
Texas
$449K +$58.6K +93 +16%
FFS
1070
Founders Financial Securities
Maryland
$447K +$86.3K +137 +26%
OAG
1071
Oakmont Advisory Group
New Mexico
$446K +$417K +662 New
ACG
1072
Allen Capital Group
Nebraska
$445K +$50.4K +80 +14%
MIH
1073
Meitav Investment House
Israel
$445K +$416K +660 New
KIM
1074
Kane Investment Management
California
$443K +$75K +119 +22%
MCC
1075
Money Concepts Capital
Florida
$443K +$415K +658 New
41 42
43
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