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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1351
Mitchell McLeod Pugh & Williams
Alabama
$652K – – –
NHC
1352
Nicholas Hoffman & Company
Georgia
$650K +$24.2K +317 +4%
EWS
1353
Eagle Wealth Strategies
New Jersey
$647K +$45.5K +596 +8%
ZIM
1354
Zacks Investment Management
Illinois
$646K -$151K -1,983 -20%
IF
1355
Insight Folios
North Carolina
$644K +$26.4K +345 +4%
CIA
1356
Cape Investment Advisory
Georgia
$643K +$3.51K +46 +0.6%
LC
1357
Lindbrook Capital
California
$642K -$74K -969 -11%
PM
1358
Penbrook Management
New York
$638K -$53.5K -700 -8%
OWA
1359
Outlook Wealth Advisors
Texas
$638K -$50.6K -663 -8%
MG
1360
Mather Group
Illinois
$638K -$687 -9 -0.1%
AIM
1361
Alhambra Investment Management
Florida
$637K -$939K -12,293 -61%
CG
1362
Clifford Group
Massachusetts
$633K +$64.9K +850 +12%
PWA
1363
Providence Wealth Advisors
Illinois
$627K -$327K -4,279 -33%
EFMC
1364
Empire Financial Management Company
New York
$623K +$9.55K +125 +2%
CFM
1365
Catalyst Funds Management
Australia
$622K +$596K +7,800 New
NHT
1366
New Hampshire Trust
New Hampshire
$621K -$69.4K -908 -10%
VAM
1367
Verity Asset Management
North Carolina
$620K +$206K +2,703 +53%
EW
1368
Element Wealth
Mississippi
$619K +$12K +157 +2%
BWA
1369
Blodgett Wealth Advisors
California
$617K -$23.1K -302 -4%
SC
1370
SouthState Corp
Florida
$617K -$234K -3,057 -28%
SSA
1371
Sierra Summit Advisors
Nevada
$617K -$104K -1,359 -15%
BWM
1372
Buckley Wealth Management
Nevada
$616K +$26.7K +350 +5%
LW
1373
Lauer Wealth
Indiana
$615K -$7.18K -94 -1%
SFB
1374
STAR Financial Bank
Indiana
$613K -$15.3K -200 -3%
CASB
1375
Cape Ann Savings Bank
Massachusetts
$611K -$24.7K -323 -4%
53 54
55
56 57