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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
901
Waters Parkerson & Co
Louisiana
$572K -$7.47M -133,082 -91%
SJIM
902
St. Johns Investment Management
Florida
$571K -$7.91K -141 -1%
USCWA
903
U.S. Capital Wealth Advisors
Texas
$566K -$3.85M -68,686 -84%
MIS
904
Morningstar Investment Services
Illinois
$564K -$8.48M -151,075 -92%
CA
905
Clearstead Advisors
Ohio
$564K -$1.83M -32,632 -72%
NG
906
Novem Group
New York
$562K +$702K +12,522 New
AIM
907
Aigen Investment Management
New York
$557K +$696K +12,413 New
SWM
908
Spire Wealth Management
Virginia
$556K +$148K +2,634 +27%
HA
909
Herold Advisors
New York
$556K -$285K -5,080 -29%
CCM
910
Coldstream Capital Management
Washington
$554K -$283K -5,048 -29%
SMC
911
Smith, Moore & Co
Missouri
$554K -$237K -4,219 -25%
YIA
912
YHB Investment Advisors
Connecticut
$554K -$69.8K -1,245 -9%
1SB
913
1ST Source Bank
Indiana
$554K -$109K -1,945 -14%
MWA
914
Midland Wealth Advisors
Illinois
$553K -$99.5K -1,773 -13%
ECM
915
Evergreen Capital Management
Washington
$552K -$15K -267 -2%
BFG
916
Beacon Financial Group
Texas
$552K -$155K -2,769 -18%
AIP
917
Ameritas Investment Partners
Nebraska
$551K -$27K -481 -4%
NL
918
Navalign LLC
California
$549K -$21.5K -384 -3%
NG
919
Northstar Group
New York
$548K -$4.77K -85 -0.7%
LWCFA
920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K -$12.8K -228 -2%
SFG
921
SNS Financial Group
Minnesota
$546K -$147K -2,613 -18%
PA
922
PSI Advisors
Florida
$545K -$117K -2,089 -15%
BAM
923
Belpointe Asset Management
Nevada
$544K +$13.4K +239 +3%
MMM
924
Mendel Money Management
Illinois
$541K -$268K -4,785 -28%
ACA
925
Aptus Capital Advisors
Alabama
$539K -$3.81K -68 -0.6%
35 36
37
38 39