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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1326
SevenBridge Financial Group
Pennsylvania
$404K +$4.5K +24 +1%
TGAM
1327
TBH Global Asset Management
Tennessee
$404K +$357K +1,905 New
GI
1328
GAMCO Investors
Connecticut
$400K +$64.7K +345 +22%
EWM
1329
Empirical Wealth Management
Washington
$399K -$3.94K -21 -1%
SG
1330
StoneX Group
New York
$397K -$6.19K -33 -2%
BOPW
1331
Brandywine Oak Private Wealth
Pennsylvania
$396K -$12.4K -66 -3%
BCWM
1332
Blue Chip Wealth Management
Florida
$396K +$351K +1,869 New
RFM
1333
Royal Fund Management
Florida
$394K +$50.5K +269 +17%
BG
1334
Berry Group
Massachusetts
$390K +$345K +1,841 New
HKAM
1335
Horizon Kinetics Asset Management
New York
$389K +$1.13K +6 +0.3%
TFA
1336
Toth Financial Advisory
Virginia
$389K +$227K +1,210 +194%
CONA
1337
Capital One National Association
New York
$389K +$344K +1,835 New
IFG
1338
Investors Financial Group
Minnesota
$389K +$344K +1,836 New
PRWA
1339
Platte River Wealth Advisors
Colorado
$389K +$353K +1,882 New
STA
1340
Summit Trail Advisors
New York
$388K -$10.7K -57 -3%
HFP
1341
Holistic Financial Partners
Indiana
$388K +$84.2K +449 +33%
BAM
1342
Bellevue Asset Management
Washington
$386K +$342K +1,822 New
BDF
1343
Balasa Dinverno & Foltz
$385K +$53.7K +286 +19%
LCAM
1344
London & Capital Asset Management
United Kingdom
$384K -$432K -2,300 -56%
SP
1345
Successful Portfolios
Florida
$384K +$7.32K +39 +2%
SNT
1346
Security National Trust
West Virginia
$381K +$9.19K +49 +3%
LWA
1347
Lenox Wealth Advisors
New York
$381K +$18.8K +100 +6%
HH
1348
Hilltop Holdings
Texas
$379K -$284K -1,514 -46%
CAM
1349
Close Asset Management
United Kingdom
$378K -$20.6K -110 -6%
MWM
1350
Merriman Wealth Management
Washington
$376K -$24K -128 -7%
52 53
54
55 56