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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
976
Beck Capital Management
Texas
$956K +$11.8K +115 +1%
AWM
977
Apollon Wealth Management
South Carolina
$953K -$150K -1,453 -12%
PG
978
Patten Group
Tennessee
$945K +$41.9K +407 +4%
WTC
979
WhitTier Trust Company
Nevada
$942K -$38.6K -375 -3%
TW
980
TrinityPoint Wealth
Connecticut
$939K +$723K +7,019 +204%
LWM
981
Loveless Wealth Management
Montana
$936K +$49.3K +478 +5%
CT
982
Cambridge Trust
Massachusetts
$935K +$28.8K +280 +3%
TNB
983
Thomasville National Bank
Georgia
$928K -$45.2K -439 -4%
SOAMC
984
Spirit of America Management Corp
New York
$925K – – –
CCM
985
CAAS Capital Management
New York
$925K +$1.06M +10,300 New
BHBT
986
Burke & Herbert Bank & Trust
Virginia
$923K – – –
HIM
987
Harbour Investment Management
Washington
$921K – – –
TFA
988
Transamerica Financial Advisors
Florida
$915K +$1.05M +10,174 +145,343%
CAG
989
Csenge Advisory Group
Florida
$913K -$329K -3,196 -24%
IWP
990
Icon Wealth Partners
Texas
$912K -$1.75K -17 -0.2%
BFEC
991
Benjamin F. Edwards & Company
Missouri
$905K +$113K +1,100 +12%
PTC
992
Private Trust Company
Ohio
$903K -$256K -2,480 -20%
BCM
993
Barden Capital Management
Texas
$903K +$73K +709 +8%
SEC
994
Seven Eight Capital
New York
$903K +$1.04M +10,054 New
PA
995
Probity Advisors
Texas
$900K -$19.2K -186 -2%
USGIU
996
U.S. Global Investors (USGI)
Texas
$898K – – –
CC
997
Cannell & Co
New York
$893K -$77.1K -748 -7%
BB
998
Busey Bank
Illinois
$892K -$28.1K -273 -3%
NL
999
Navalign LLC
California
$886K -$40.5K -393 -4%
PTP
1000
Platform Technology Partners
New York
$886K -$5.15K -50 -0.5%
38 39
40
41 42