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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1751
High Net Worth Advisory Group
Florida
$486K -$16.9K -161 -3%
LFASL
1752
Lugano Financial Advisors SA (LFA)
Switzerland
$486K – – –
SCM
1753
Salem Capital Management
Massachusetts
$486K – – –
OWM
1754
OneAscent Wealth Management
Alabama
$485K -$84.1K -801 -14%
LA
1755
LexAurum Advisors
Kansas
$484K -$10.1K -96 -2%
EGA
1756
E&G Advisors
Texas
$483K – – –
BFA
1757
Benedict Financial Advisors
Georgia
$483K +$2.1K +20 +0.4%
SW
1758
SteelPeak Wealth
California
$482K -$1.02M -9,702 -67%
OIA
1759
Optimum Investment Advisors
Illinois
$481K -$315 -3 -0.1%
MIP
1760
Marietta Investment Partners
Wisconsin
$481K – – –
GLA
1761
Good Life Advisors
Pennsylvania
$479K -$62.6K -596 -11%
ASFA
1762
All Season Financial Advisors
Colorado
$477K +$29.2K +278 +6%
MAM
1763
MMA Asset Management
Pennsylvania
$477K +$96.6K +920 +23%
CL
1764
CPWM LLC
Washington
$476K +$84.1K +801 +21%
TCM
1765
Teza Capital Management
Illinois
$475K -$505K -4,809 -51%
RIA
1766
Richwood Investment Advisors
Ohio
$474K -$3.15K -30 -0.6%
CCMG
1767
Clark Capital Management Group
Pennsylvania
$473K +$491K +4,675 New
CL
1768
Choreo LLC
Illinois
$471K +$53.1K +505 +12%
MCM
1769
Manchester Capital Management
Vermont
$468K -$26.3K -250 -5%
RB
1770
Rodgers Brothers
Pennsylvania
$467K – – –
FWSM
1771
First Wilshire Securities Management
California
$466K – – –
CWM
1772
Cadence Wealth Management
Massachusetts
$465K – – –
SCFS
1773
S.C. Financial Services
Arizona
$465K +$2.21K +21 +0.5%
WG
1774
Welch Group
Alabama
$462K +$39.3K +374 +9%
BMWM
1775
Brown Miller Wealth Management
Virginia
$459K -$70.3K -669 -13%
69 70
71
72 73