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Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1351
Bell Rock Capital
Delaware
$182K -$18.9K -110 -9%
MA
1352
MUFG Americas
New York
$182K -$9.28K -54 -5%
HPC
1353
HM Payson & Co
Maine
$176K -$18.6K -108 -9%
TIS
1354
Tortoise Index Solutions
Kansas
$172K +$48.8K +284 +38%
PFGIA
1355
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$40.7K +237 +30%
EFSCE
1356
Enterprise Financial Services Corp (EFSC)
Missouri
$160K +$43K +250 +36%
SC
1357
SouthState Corp
Florida
$158K +$94.5K +550 +138%
SAS
1358
Stelac Advisory Services
New York
$157K +$161K +937 New
HCM
1359
Hilton Capital Management
New York
$151K -$241K -1,400 -61%
PWP
1360
Personal Wealth Partners
Minnesota
$151K – – –
BWM
1361
BerganKDV Wealth Management
Minnesota
$147K -$95.2K -554 -39%
CAL
1362
Capital Analysts LLC
Pennsylvania
$145K +$6.36K +37 +4%
IFAM
1363
Institutional & Family Asset Management
Colorado
$140K +$3.95K +23 +3%
LJHT
1364
Laurie J. Hall Trustee
$132K +$17.2K +100 +15%
AF
1365
Allworth Financial
California
$131K +$35.4K +206 +36%
SCA
1366
Stuart Chaussee & Associates
California
$123K – – –
EWA
1367
Evolution Wealth Advisors
Florida
$122K -$6.58M -38,292 -98%
AIM
1368
Acropolis Investment Management
Missouri
$121K +$124K +723 New
TFGT
1369
TS Financial Group (TSFG)
Illinois
$119K +$344 +2 +0.3%
ATFA
1370
All Terrain Financial Advisors
Minnesota
$119K +$122K +711 New
WCM
1371
Whitener Capital Management
North Carolina
$117K -$25.8K -150 -18%
EWM
1372
Endurance Wealth Management
Rhode Island
$117K – – –
AIM
1373
Advantage Investment Management
Iowa
$116K +$516 +3 +0.4%
FPFS
1374
First Personal Financial Services
North Carolina
$107K -$26.6K -155 -20%
ADL
1375
Asset Dedication LLC
California
$107K – – –
53 54
55
56 57