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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1126
Tradition Wealth Management
Minnesota
$811K -$541K -2,560 -39%
LWM
1127
Loveless Wealth Management
Montana
$809K -$3.17K -15 -0.4%
SACTSONJ
1128
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$805K – – –
DAM
1129
Diamant Asset Management
Connecticut
$804K -$84.5K -400 -9%
AG
1130
Algert Global
California
$802K -$1.02M -4,845 -55%
CCM
1131
Chiron Capital Management
Florida
$802K +$375K +1,775 +80%
WFA
1132
WMG Financial Advisors
Tennessee
$801K +$842K +3,983 New
RFA
1133
Reilly Financial Advisors
California
$800K -$137K -650 -14%
IP
1134
Investment Partners
Ohio
$798K -$55.1K -261 -6%
DCM
1135
Donaldson Capital Management
Indiana
$797K -$89.8K -425 -10%
BCM
1136
Beck Capital Management
Texas
$794K +$192K +908 +30%
BFO
1137
Biltmore Family Office
North Carolina
$794K +$833K +3,944 New
MIM
1138
Moseley Investment Management
Florida
$792K +$26.4K +125 +3%
CAP
1139
Columbia Advisory Partners
Washington
$792K +$831K +3,933 New
CA
1140
Calton & Associates
Florida
$790K -$857K -4,058 -51%
OPS
1141
Orion Portfolio Solutions
Nebraska
$789K +$27.3K +129 +3%
VF
1142
Vista Finance
Missouri
$789K +$828K +3,920 New
CCC
1143
Chelsea Counsel Company
California
$787K -$31.7K -150 -4%
ITIM
1144
Indiana Trust & Investment Management
Indiana
$786K -$42.3K -200 -5%
SA
1145
Strategic Advisors
New York
$786K +$22.8K +108 +3%
PGWM
1146
Pitti Group Wealth Management
New York
$786K +$825K +3,905 New
CA
1147
Cornerstone Advisory
Maryland
$785K +$102K +485 +14%
FFC
1148
First Financial Corp
Indiana
$784K +$67K +317 +9%
FCA
1149
FLC Capital Advisors
California
$783K -$376K -1,780 -31%
LNWTC
1150
Laird Norton Wetherby Trust Company
Washington
$781K +$119K +563 +17%
44 45
46
47 48