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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1101
Money Concepts Capital
Florida
$432K +$33.7K +514 +9%
YIA
1102
YHB Investment Advisors
Connecticut
$432K -$45.9K -700 -10%
BIG
1103
Brooklyn Investment Group
New York
$431K +$105K +1,596 +34%
PWM
1104
Pines Wealth Management
North Carolina
$431K +$89.6K +1,367 +27%
DBIA
1105
Dumont & Blake Investment Advisors
New Jersey
$430K -$8.2K -125 -2%
BBA
1106
Baader Bank Aktiengesellschaft
Germany
$430K +$158K +2,411 +63%
MAA
1107
Matrix Asset Advisors
New York
$430K +$3.48K +53 +0.9%
DFS
1108
Dixon Fnancial Services
California
$427K – – –
CFB
1109
Cullen/Frost Bankers
Texas
$427K +$29.1K +444 +8%
CST
1110
Charles Schwab Trust
Nevada
$425K +$6.56K +100 +2%
OWA
1111
Octavia Wealth Advisors
Ohio
$423K -$4K -61 -1%
AA
1112
Ancora Advisors
Ohio
$421K -$119K -1,809 -23%
BFG
1113
Beacon Financial Group
Texas
$420K -$12.5K -190 -3%
BP
1114
Ballentine Partners
Massachusetts
$419K -$143K -2,182 -26%
AWE
1115
Avidian Wealth Enterprises
Texas
$419K +$199K +3,038 +100%
BHPW
1116
Beverly Hills Private Wealth
California
$418K +$93.2K +1,421 +31%
RIA
1117
Regal Investment Advisors
Michigan
$418K -$29K -443 -7%
A
1118
AlphaQuest
New York
$418K +$148K +2,259 +59%
MSA
1119
Marino Stram & Associates
Massachusetts
$417K +$2.16K +33 +0.5%
RIP
1120
Reliant Investment Partners
North Carolina
$414K – – –
SCA
1121
St. Clair Advisors
Ohio
$414K – – –
EA
1122
Efficient Advisors
Ohio
$414K +$393K +5,999 New
BSA
1123
Bull Street Advisors
Georgia
$410K -$9.84K -150 -2%
RC
1124
Rexford Capital
Texas
$410K +$390K +5,943 New
RC
1125
Rahlfs Capital
Texas
$409K – – –
43 44
45
46 47