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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1251
Adell Harriman & Carpenter
Texas
$724K +$8.35K +76 +1%
TCWA
1252
Turtle Creek Wealth Advisors
Texas
$724K +$17.4K +158 +2%
FRA
1253
Frank Rimerman Advisors
California
$720K -$5.05K -46 -0.7%
CGL
1254
Clarius Group LLC
Washington
$718K -$38.2K -348 -5%
IBOK
1255
Independence Bank of Kentucky
Kentucky
$717K +$37.1K +338 +5%
AC
1256
ASB Consultores
Florida
$717K -$70.5K -642 -9%
AAS
1257
Ameritas Advisory Services
Nebraska
$714K -$261K -2,379 -26%
WG
1258
Winton Group
United Kingdom
$710K +$4.06K +37 +0.6%
CCG
1259
Catalina Capital Group
California
$709K -$45.6K -415 -6%
MTC
1260
McDaniel Terry & Co
Texas
$707K – – –
LWAM
1261
Legacy Wealth Asset Management
Minnesota
$707K +$3.52K +32 +0.5%
MWM
1262
Moran Wealth Management
Florida
$706K -$10.2K -93 -1%
CAM
1263
Campion Asset Management
Virginia
$705K -$34K -310 -4%
OAM
1264
Occidental Asset Management
California
$704K +$202K +1,842 +38%
WA
1265
Wealth Alliance
New York
$704K -$4.17K -38 -0.6%
RT
1266
Rockland Trust
Massachusetts
$703K -$39.3K -358 -5%
TCOT
1267
Trust Company of Toledo
Ohio
$696K -$74.2K -676 -9%
DW30
1268
Drucker Wealth 3.0
New Jersey
$695K +$89.5K +815 +14%
BEC
1269
Blue Edge Capital
Virginia
$695K – – –
SSWM
1270
Smith Salley Wealth Management
North Carolina
$695K -$182K -1,659 -20%
PW
1271
Paladin Wealth
Minnesota
$692K +$722K +6,576 New
FSA
1272
Fort Sheridan Advisors
Illinois
$689K -$11.1K -101 -2%
MGAM
1273
McGowan Group Asset Management
Texas
$686K – – –
AIMCA
1274
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$684K +$714K +6,500 New
MCC
1275
Maiden Cove Capital
Maine
$682K +$423K +3,854 +147%
49 50
51
52 53