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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1051
Everhart Financial Group
Ohio
$946K +$105K +556 +14%
SAM
1052
S.A. Mason
Michigan
$946K -$5.67K -30 -0.7%
SR
1053
Syntax Research
Florida
$946K -$46.8K -248 -5%
MFA
1054
Mayflower Financial Advisors
Massachusetts
$944K +$199K +1,051 +30%
MYIA
1055
Mount Yale Investment Advisors
Colorado
$944K -$199K -1,053 -19%
BI
1056
Bramshill Investments
Florida
$943K -$378K -2,000 -31%
AWM
1057
Ameliora Wealth Management
Switzerland
$943K +$94.4K +500 +13%
SFP
1058
Sandbox Financial Partners
Maryland
$941K – – –
RIG
1059
RiverFront Investment Group
Virginia
$938K +$54.6K +289 +7%
PTC
1060
Private Trust Company
Ohio
$937K +$39.3K +208 +5%
EM
1061
ELCO Management
New York
$930K -$41.7K -221 -5%
ME
1062
McIlrath & Eck
Washington
$927K -$31K -164 -4%
CST
1063
Charles Schwab Trust
Nevada
$927K – – –
DWP
1064
Daymark Wealth Partners
Ohio
$923K -$338K -1,789 -29%
SMA
1065
Sage Mountain Advisors
Georgia
$923K +$250K +1,322 +43%
IB
1066
Intrust Bank
Kansas
$923K -$111K -587 -12%
PRS
1067
Pinkerton Retirement Specialists
Idaho
$922K +$831K +4,399 New
MG
1068
Mather Group
Illinois
$917K -$34.8K -184 -4%
GSEP
1069
Golden State Equity Partners
California
$917K -$150K -792 -15%
NHC
1070
Nicholas Hoffman & Company
Georgia
$917K -$19.6K -104 -2%
DAM
1071
Diamant Asset Management
Connecticut
$917K – – –
PFBT
1072
Parkside Financial Bank & Trust
Missouri
$917K +$266K +1,409 +48%
AA
1073
Altrafin AG
$916K +$75.6K +400 +10%
AWE
1074
Avidian Wealth Enterprises
Texas
$910K +$47.8K +253 +6%
CAM
1075
Chesapeake Asset Management
New York
$909K +$809K +4,283 +7,787%
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