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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1651
Kercheville Advisors
Texas
$332K +$64.4K +310 +25%
SWM
1652
Stockman Wealth Management
Montana
$331K -$109K -525 -25%
FCP
1653
Fidelis Capital Partners
Florida
$331K -$1.45K -7 -0.4%
C1AG
1654
Client 1st Advisory Group
Florida
$331K +$325K +1,566 New
ML
1655
McAdam LLC
Pennsylvania
$329K +$16K +77 +5%
PI
1656
PFS Investments
Georgia
$329K +$12.9K +62 +4%
DWM
1657
Drive Wealth Management
Utah
$327K +$53.8K +259 +20%
MHS
1658
M Holdings Securities
Oregon
$327K -$536K -2,580 -63%
BBA
1659
Baader Bank Aktiengesellschaft
Germany
$326K +$330K +1,588 New
UAML
1660
US Asset Management LLC
Pennsylvania
$326K -$12K -58 -4%
TCWM
1661
Total Clarity Wealth Management
Illinois
$325K +$31.4K +151 +11%
GLLW
1662
Graves Light Lenhart Wealth
Virginia
$325K +$10.4K +50 +3%
SCA
1663
Scott Capital Advisors
Oregon
$325K – – –
BMC
1664
Benin Management Corp
Connecticut
$325K – – –
MAA
1665
Matrix Asset Advisors
New York
$324K -$15.6K -75 -5%
SAM
1666
S.A. Mason
Michigan
$324K – – –
MFG
1667
Monte Financial Group
Connecticut
$324K -$56.1K -270 -15%
CPA
1668
Court Place Advisors
Maryland
$323K – – –
NRG
1669
Nemes Rush Group
Michigan
$323K +$317K +1,528 New
GC
1670
GFG Capital
Florida
$322K – – –
GWSG
1671
GPS Wealth Strategies Group
Colorado
$320K -$1.45K -7 -0.5%
CMI
1672
Clare Market Investments
Texas
$319K -$81K -390 -21%
PMG
1673
ProVise Management Group
Florida
$319K – – –
BFA
1674
Buttonwood Financial Advisors
Maryland
$318K – – –
OMIC
1675
Old Mission Investment Co
Michigan
$318K – – –
65 66
67
68 69