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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1101
Montchanin Asset Management
Delaware
$800K – – –
V
1102
ViaWealth
Kansas
$800K -$4.71K -43 -0.5%
IWM
1103
IHT Wealth Management
Illinois
$796K +$34.2K +313 +4%
PI
1104
PFS Investments
Georgia
$788K +$38.7K +354 +5%
CFA
1105
CWS Financial Advisors
Michigan
$783K -$40.2K -367 -4%
FNBOH
1106
First National Bank of Hutchinson
Kansas
$782K +$135K +1,237 +19%
ET
1107
Equitable Trust
Tennessee
$782K -$2.95K -27 -0.3%
PP
1108
PDS Planning
Ohio
$782K -$104K -952 -11%
AFG
1109
Allegheny Financial Group
Pennsylvania
$771K +$14.7K +134 +2%
AFM
1110
Abbot Financial Management
Massachusetts
$769K – – –
CWM
1111
C2C Wealth Management
Arizona
$764K +$3.39K +31 +0.4%
MYLI
1112
Meiji Yasuda Life Insurance
Japan
$764K -$668K -6,101 -44%
PCM
1113
Pointe Capital Management
Michigan
$764K +$90.7K +829 +12%
BBNA
1114
Bremer Bank National Association
Minnesota
$763K -$35.8K -327 -4%
AIM
1115
Allen Investment Management
New York
$763K – – –
EH
1116
Equitable Holdings
New York
$760K +$249K +2,273 +42%
CBTWT
1117
Community Bank & Trust (Waco, Texas)
Texas
$759K +$14.8K +135 +2%
SM
1118
Sciencast Management
New Jersey
$757K +$835K +7,635 New
CSPIA
1119
Cary Street Partners Investment Advisory
Virginia
$756K +$7K +64 +0.8%
SF
1120
Safeguard Financial
Wisconsin
$756K -$48.6K -444 -6%
PTC
1121
Petrus Trust Company
Texas
$755K +$609K +5,564 +272%
CC
1122
Claybrook Capital
Massachusetts
$754K -$295K -2,700 -26%
SWM
1123
Segment Wealth Management
Texas
$754K -$109K -1,000 -12%
NFG
1124
Nations Financial Group
Iowa
$751K -$26.5K -242 -3%
BHWM
1125
Beaird Harris Wealth Management
Texas
$750K – – –
43 44
45
46 47