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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Congress Wealth Management
Massachusetts
$632K – – –
AA
752
AlphaMark Advisors
Kentucky
$631K -$9.5K -3 -2%
AWE
753
Avidian Wealth Enterprises
Texas
$621K +$19K +6 +3%
SIM
754
Sentry Investment Management
Wisconsin
$621K -$101K -32 -14%
LDB
755
Lee, Danner & Bass
Tennessee
$608K -$25.3K -8 -4%
PNC
756
Park National Corp
Ohio
$602K – – –
SC
757
Syon Capital
California
$599K -$66.5K -21 -10%
AWM
758
Apollon Wealth Management
South Carolina
$599K -$12.7K -4 -2%
SSWM
759
Sheets Smith Wealth Management
North Carolina
$592K -$6.33K -2 -1%
CWG
760
C WorldWide Group
Denmark
$592K -$1.47M -465 -72%
DAS
761
Diversify Advisory Services
Utah
$585K +$196K +62 +53%
SGI
762
Summit Global Investments
Utah
$583K -$15.8K -5 -3%
BMCM
763
Bryn Mawr Capital Management
Pennsylvania
$583K +$576K +182 New
BBI
764
Baxter Bros Inc
Connecticut
$580K +$3.17K +1 +0.6%
AFG
765
Atomi Financial Group
New York
$580K +$44.3K +14 +8%
JWBC
766
J.W. Burns & Co
New York
$576K – – –
KRSITF
767
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$576K +$2.21M +699 +138%
PAS
768
Park Avenue Securities
New York
$573K +$38K +12 +7%
SFS
769
Stiles Financial Services
Minnesota
$570K -$6.33K -2 -1%
GI
770
GAMMA Investing
California
$567K +$82.3K +26 +17%
GLAM
771
Gardner Lewis Asset Management
Pennsylvania
$567K +$560K +177 New
KWAG
772
Kiely Wealth Advisory Group
North Carolina
$566K – – –
KCM
773
Kanawha Capital Management
Virginia
$564K – – –
CI
774
Cigna Investments
Connecticut
$560K -$6.33K -2 -1%
II
775
Impact Investors
California
$554K +$548K +173 New
29 30
31
32 33