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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1176
Personal CFO Solutions
New Jersey
$955K +$18K +158 +2%
SIC
1177
Salem Investment Counselors
North Carolina
$949K -$16.8K -147 -2%
BOPW
1178
Brandywine Oak Private Wealth
Pennsylvania
$948K -$24.9K -218 -3%
PTC
1179
Private Trust Company
Ohio
$947K +$16.1K +141 +2%
SFP
1180
Shepherd Financial Partners
Massachusetts
$947K -$110K -965 -11%
MIC
1181
Means Investment Company
Maine
$945K +$13.2K +116 +2%
VIM
1182
Vista Investment Management
Pennsylvania
$945K +$26K +228 +3%
SCI
1183
Stableford Capital II
Arizona
$944K -$29.1K -255 -3%
CIC
1184
Crawford Investment Counsel
Georgia
$943K +$2.17K +19 +0.3%
FDS
1185
Freedom Day Solutions
Texas
$941K -$759K -6,651 -47%
LSA
1186
Leonteq Securities AG
Switzerland
$940K +$665K +5,827 +374%
YAL
1187
Your Advocates Ltd
Texas
$934K +$456K +4,000 +120%
LHC
1188
Little House Capital
Massachusetts
$932K +$835K +7,322 New
RT
1189
Rockland Trust
Massachusetts
$930K +$2.05K +18 +0.2%
MYLI
1190
Meiji Yasuda Life Insurance
Japan
$930K -$58.2K -510 -7%
FFP
1191
FourThought Financial Partners
Florida
$930K +$42K +368 +5%
ICG
1192
InterOcean Capital Group
Tennessee
$929K +$57K +500 +7%
NG
1193
Norden Group
Utah
$925K +$310K +2,720 +60%
TCOT
1194
Trust Company of Toledo
Ohio
$925K -$97.8K -857 -11%
CA
1195
Clearstead Advisors
Ohio
$922K +$106K +932 +14%
AFA
1196
AA Financial Advisors
Ohio
$922K +$826K +7,242 New
CL
1197
CSS LLC
Illinois
$918K – – –
IFU
1198
iSAM Funds (UK)
United Kingdom
$916K +$821K +7,198 New
APW
1199
Austin Private Wealth
Texas
$914K +$118K +1,038 +18%
FFA
1200
Farther Finance Advisors
California
$912K +$104K +913 +15%
46 47
48
49 50