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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
951
NCM Capital Management
New Jersey
$678K – – –
TSWM
952
Triangle Securities Wealth Management
North Carolina
$676K -$4.26K -65 -0.7%
SLWA
953
San Luis Wealth Advisors
California
$674K +$640K +9,767 New
GT
954
Glenview Trust
Kentucky
$673K -$658K -10,028 -51%
MA
955
MONECO Advisors
Connecticut
$672K -$14.4K -220 -2%
SFI
956
SPC Financial Inc
Maryland
$672K +$40.8K +622 +7%
ACM
957
Aurdan Capital Management
Pennsylvania
$669K -$61.6K -940 -9%
BWA
958
BCU Wealth Advisors
Illinois
$669K -$29.6K -451 -4%
SFWA
959
Summit Financial Wealth Advisors
Louisiana
$668K -$47.4K -723 -7%
WAG
960
Wallace Advisory Group
California
$666K +$64.8K +988 +11%
LBC
961
Leigh Baldwin & Co
New York
$666K +$204K +3,105 +47%
TBT
962
Texas Bank & Trust
Texas
$662K -$38.9K -593 -6%
FWA
963
FSM Wealth Advisors
Ohio
$661K +$650K +9,914 New
FNBT
964
FineMark National Bank & Trust
Florida
$661K +$10.3K +157 +2%
VCM
965
Versant Capital Management
Arizona
$659K +$360K +5,487 +135%
MIM
966
MTM Investment Management
South Carolina
$658K – – –
CWS
967
Confluence Wealth Services
Pennsylvania
$658K – – –
GC
968
Grimes & Company
Massachusetts
$658K +$34K +519 +6%
SMA
969
Sage Mountain Advisors
Georgia
$654K +$146K +2,230 +31%
SI
970
Sava Infond
Slovenia
$652K – – –
HW
971
Hancock Whitney
Mississippi
$651K +$54.3K +828 +10%
FLI
972
Family Legacy Inc
South Carolina
$646K -$984 -15 -0.2%
FIA
973
Foundations Investment Advisors
Arizona
$644K +$71.9K +1,096 +13%
MAM
974
MMA Asset Management
Pennsylvania
$644K -$64.7K -986 -10%
IAMOG
975
Investors Asset Management of Georgia
Georgia
$643K -$26K -397 -4%
37 38
39
40 41