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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1151
Simplicity Solutions
Minnesota
$484K -$54.7K -371 -9%
WA
1152
WealthTrust Axiom
Pennsylvania
$484K -$9.59K -65 -2%
SMH
1153
Sanders Morris Harris
Texas
$483K -$148K -1,000 -22%
LA
1154
Legacy Advisors
Pennsylvania
$483K -$24.3K -165 -4%
CS
1155
Comerica Securities
Michigan
$483K +$75.5K +512 +17%
SWM
1156
Silverlake Wealth Management
Vermont
$479K -$95.1K -645 -16%
JCA
1157
Jade Capital Advisors
New Jersey
$479K -$3.91M -26,500 -88%
C
1158
Certuity
Florida
$477K +$350K +2,372 +213%
RIA
1159
Regal Investment Advisors
Michigan
$475K +$105K +713 +26%
GAA
1160
Global Assets Advisory
Florida
$473K +$509K +3,451 New
PD
1161
Planning Directions
Pennsylvania
$472K +$40.1K +272 +9%
SHFA
1162
SS&H Financial Advisors
Michigan
$471K – – –
IIC
1163
Integrated Investment Consultants
Michigan
$470K +$174K +1,180 +52%
ACM
1164
Allred Capital Management
Texas
$468K -$85.6K -580 -14%
TW
1165
Transform Wealth
Colorado
$467K -$55.3K -375 -10%
CG
1166
Clarus Group
Texas
$466K – – –
S
1167
Seeyond
France
$466K +$173K +1,170 +52%
CM
1168
Castleark Management
Illinois
$465K – – –
BBNB
1169
Baker Boyer National Bank
Washington
$463K +$44.3K +300 +10%
CBN
1170
Cadence Bank NA
Texas
$462K -$6.49K -44 -1%
DHFB
1171
Dixon Hubard Feinour & Brown
Virginia
$461K -$155K -1,054 -24%
CWG
1172
Crown Wealth Group
North Carolina
$461K -$443 -3 -0.1%
DFA
1173
Delta Financial Advisors
Louisiana
$461K +$18.4K +125 +4%
DA
1174
Doliver Advisors
Texas
$461K +$62K +420 +14%
WCM
1175
Whitener Capital Management
North Carolina
$460K -$454K -3,078 -48%
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