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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1526
Money Concepts Capital
Florida
$394K -$1.07M -5,149 -74%
WOC
1527
West Oak Capital
California
$394K +$12.9K +62 +3%
KWMG
1528
King Wealth Management Group
Florida
$393K – – –
EBSAM
1529
Eubel Brady & Suttman Asset Management
Ohio
$393K +$2.29K +11 +0.6%
WG
1530
Welch Group
Alabama
$393K – – –
FFA
1531
Fi3 Financial Advisors
Indiana
$392K -$5.82K -28 -1%
EFG
1532
Everhart Financial Group
Ohio
$390K +$51.3K +247 +16%
RBFC
1533
Roman Butler Fullerton & Co
Missouri
$389K -$1.1M -5,286 -73%
RHP
1534
Royal Harbor Partners
Texas
$389K – – –
CIC
1535
Cutler Investment Counsel
Oregon
$388K +$379K +1,826 New
MCM
1536
Morton Capital Management
California
$388K -$95K -457 -20%
EWM
1537
Executive Wealth Management
Michigan
$387K -$13.5K -65 -3%
CIC
1538
Cornercap Investment Counsel
Georgia
$387K -$122K -585 -24%
APWM
1539
Atlas Private Wealth Management
New York
$386K +$17.9K +86 +5%
FC
1540
Forte Capital
New York
$384K +$4.16K +20 +1%
SC
1541
SouthState Corp
Florida
$384K – – –
STA
1542
Summit Trail Advisors
New York
$383K +$375K +1,805 New
MFG
1543
Monte Financial Group
Connecticut
$383K -$349K -1,681 -48%
NFGCM
1544
Norman Fields Gottscho Capital Management
New York
$382K – – –
RTC
1545
Riverview Trust Company
Washington
$382K – – –
WA
1546
Wealth Alliance
New York
$380K -$118K -570 -24%
SIAP
1547
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$380K +$41.6K +200 +13%
CCM
1548
Carlson Capital Management
Minnesota
$380K +$10.6K +51 +3%
MTWM
1549
Masso Torrence Wealth Management
New Jersey
$380K – – –
PFM
1550
Parsec Financial Management
North Carolina
$380K +$5.4K +26 +1%
60 61
62
63 64