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Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
1126
Royal Fund Management
Florida
$877K +$5.71K +47 +0.6%
RA
1127
Rational Advisors
New York
$871K -$399K -3,286 -31%
PSP
1128
Principal Street Partners
Tennessee
$869K -$86.4K -711 -9%
LWAM
1129
Legacy Wealth Asset Management
Minnesota
$864K -$27.3K -225 -3%
PIM
1130
Perpetual Investment Management
Australia
$861K – – –
IWA
1131
IVC Wealth Advisors
Pennsylvania
$861K -$11.4K -94 -1%
OPA
1132
Old Port Advisors
Maine
$859K -$34.9K -287 -4%
LPIC
1133
LeJeune Puetz Investment Counsel
Michigan
$854K -$60.8K -500 -6%
MCM
1134
Mork Capital Management
California
$848K +$874K +7,190 New
IFG
1135
Independent Financial Group
California
$848K +$256K +2,104 +41%
TWD
1136
True Wealth Design
Ohio
$847K +$872K +7,176 New
MIC
1137
Means Investment Company
Maine
$847K +$851 +7 +0.1%
CWM
1138
C2C Wealth Management
Arizona
$846K +$1.46K +12 +0.2%
OWM
1139
OneAscent Wealth Management
Alabama
$844K -$109K -895 -11%
NP
1140
NorthRock Partners
Minnesota
$844K +$46.2K +380 +6%
AA
1141
ALPS Advisors
Colorado
$843K -$21.6K -178 -2%
BFPW
1142
BOK Financial Private Wealth
Colorado
$841K +$139K +1,146 +19%
FCB
1143
First County Bank
Connecticut
$838K +$863K +7,101 New
VHAM
1144
Van Hulzen Asset Management
California
$837K – – –
PCS
1145
Personal CFO Solutions
New Jersey
$836K -$29.7K -244 -3%
PI
1146
PFS Investments
Georgia
$833K +$76.2K +627 +10%
SCI
1147
Stableford Capital II
Arizona
$832K -$43.8K -360 -5%
TPA
1148
Trivium Point Advisory
Connecticut
$831K -$413K -3,400 -33%
AHC
1149
Adell Harriman & Carpenter
Texas
$831K +$36.3K +299 +4%
WP
1150
Westmount Partners
California
$830K +$855K +7,033 New
44 45
46
47 48