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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1651
NCM Capital Management
New Jersey
$336K -$47.7K -625 -13%
AF
1652
Apexium Financial
Texas
$335K -$145K -1,894 -31%
BAM
1653
Berkshire Asset Management
Pennsylvania
$335K -$3.67K -48 -1%
HSG
1654
Helen Stephens Group
Texas
$335K +$33.8K +443 +12%
SCP
1655
Sivia Capital Partners
California
$334K -$917 -12 -0.3%
FHC
1656
First Heartland Consultants
Missouri
$334K -$71.6K -937 -18%
SF
1657
Summit Financial
New Jersey
$334K +$320K +4,187 New
FCA
1658
FLC Capital Advisors
California
$333K -$71.7K -938 -18%
RPWA
1659
Regent Peak Wealth Advisors
Georgia
$332K +$153 +2 +0%
SPL
1660
Smart Portfolios LLC
Washington
$332K +$13.8K +180 +5%
LCC
1661
Lincoln Capital Corp
Rhode Island
$330K +$115K +1,500 +57%
PAG
1662
Powers Advisory Group
Illinois
$330K +$535 +7 +0.2%
CW
1663
CIC Wealth
Maryland
$330K -$71.8K -940 -19%
ACGA
1664
Atlanta Consulting Group Advisors
Georgia
$329K +$315K +4,129 New
LSC
1665
Lesa Sroufe & Co
Washington
$329K – – –
OCBCO
1666
Oversea-Chinese Banking Corp (OCBC)
Singapore
$329K -$6.11K -80 -2%
GC
1667
Gratus Capital
Georgia
$329K -$415K -5,430 -57%
HI
1668
Hoey Investments
Pennsylvania
$327K +$160K +2,100 +105%
MSS
1669
Mitchell Sinkler & Starr
Pennsylvania
$325K -$164K -2,149 -34%
DWM
1670
Drive Wealth Management
Utah
$325K -$3.9K -51 -1%
SCM
1671
Sterneck Capital Management
Missouri
$323K – – –
HI
1672
Humankind Investments
New York
$323K -$9.7K -127 -3%
CT
1673
Colonial Trust
South Carolina
$323K +$99.2K +1,298 +47%
MSFS
1674
Main Street Financial Solutions
Pennsylvania
$322K +$44.5K +583 +17%
CWM
1675
Congress Wealth Management
Massachusetts
$321K -$214K -2,798 -41%
65 66
67
68 69