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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
851
Park Place Capital
Alabama
$232K +$227K +94 New
TAM
852
Townsend Asset Management
North Carolina
$232K +$227K +94 New
SAM
853
SignalPoint Asset Management
Missouri
$229K +$225K +93 New
CIA
854
Capital Investment Advisors
Georgia
$227K +$222K +92 New
AWM
855
Aprio Wealth Management
Georgia
$224K +$220K +91 New
LPAM
856
Lodestar Private Asset Management
California
$222K +$218K +90 New
RCAG
857
Rehmann Capital Advisory Group
Michigan
$222K +$218K +90 New
SAM
858
Sompo Asset Management
Japan
$222K +$218K +90 New
PWMG
859
Prestige Wealth Management Group
New Jersey
$219K +$179K +74 +493%
GA
860
Geller Advisors
New York
$219K +$215K +89 New
WPP
861
Whalerock Point Partners
Rhode Island
$219K +$215K +89 New
JEST
862
JTC Employer Solutions Trustee
Jersey
$219K – – –
DCM
863
Donaldson Capital Management
Indiana
$217K +$213K +88 New
MYLI
864
Meiji Yasuda Life Insurance
Japan
$217K +$213K +88 New
GI
865
Gradient Investments
Minnesota
$215K -$2.42K -1 -1%
IWA
866
IVC Wealth Advisors
Pennsylvania
$215K +$210K +87 New
WJWM
867
Williams Jones Wealth Management
New York
$215K +$210K +87 New
LWM
868
Laidlaw Wealth Management
New York
$212K +$208K +86 New
RMDI
869
R.M. Davis Inc
Maine
$212K +$208K +86 New
FCP
870
Fidelis Capital Partners
Florida
$210K +$208K +86 New
CPC
871
Consolidated Planning Corp
Georgia
$210K -$205K -85 -50%
PWPS
872
Pinnacle Wealth Planning Services
Ohio
$210K +$205K +85 New
SSWM
873
Smith Salley Wealth Management
North Carolina
$210K +$205K +85 New
EWM
874
Endurance Wealth Management
Rhode Island
$209K – – –
I2I
875
Insight 2811 Inc
Illinois
$207K +$203K +84 New
33 34
35
36 37