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Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
1626
Blackston Financial Advisory Group
Florida
$580K -$20.2K -204 -3%
OCM
1627
Orleans Capital Management
Louisiana
$580K -$9.9K -100 -2%
HFG
1628
Heron Financial Group
New York
$580K +$9.9K +100 +2%
SIC
1629
Samalin Investment Counsel
New York
$579K +$33.2K +335 +6%
PWS
1630
Precision Wealth Strategies
Missouri
$578K -$43.9K -444 -7%
DFS
1631
Dixon Fnancial Services
California
$578K +$99 +1 +0%
TFS
1632
Thoroughbred Financial Services
Tennessee
$577K +$396 +4 +0.1%
MWM
1633
Mission Wealth Management
California
$576K +$65.1K +658 +12%
HCM
1634
Hall Capital Management
Rhode Island
$575K -$792 -8 -0.1%
NFC
1635
Northeast Financial Consultants
Connecticut
$573K – – –
WIM
1636
Westside Investment Management
California
$567K -$57.3K -579 -1%
CBT
1637
CoreFirst Bank & Trust
Kansas
$567K – – –
QC
1638
Quent Capital
New York
$567K +$11.5K +116 +2%
VT
1639
Vise Technologies
New York
$566K -$56K -566 -9%
ALAM
1640
Asahi Life Asset Management
Japan
$565K -$47.5K -480 -8%
LSA
1641
Leonteq Securities AG
Switzerland
$564K -$302K -3,051 -34%
CIC
1642
Crawford Investment Counsel
Georgia
$560K -$4.45K -45 -0.8%
WAS
1643
Wealth Advisory Solutions
Indiana
$560K +$294K +2,970 +102%
CPC
1644
Congress Park Capital
New York
$556K -$7.42K -75 -1%
HI
1645
Hoey Investments
Pennsylvania
$556K +$137K +1,386 +31%
BHBT
1646
Burke & Herbert Bank & Trust
Virginia
$547K – – –
KFI
1647
Key Financial Inc
Pennsylvania
$545K +$7.42K +75 +1%
FIBT
1648
First International Bank & Trust
North Dakota
$543K +$152K +1,540 +37%
WDC
1649
Woodward Diversified Capital
California
$542K -$37.5K -379 -6%
ACI
1650
Alpha Cubed Investments
California
$541K -$242K -2,445 -30%
64 65
66
67 68