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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1076
MTM Investment Management
South Carolina
$4.63M +$27.3K +179 +0.6%
SAG
1077
SageView Advisory Group
California
$4.62M -$1M -6,576 -18%
PF
1078
Prosperitas Financial
California
$4.62M +$426K +2,799 +10%
BA
1079
Baugh & Associates
Georgia
$4.6M -$133K -871 -3%
NAS
1080
NWF Advisory Services
California
$4.6M +$787K +5,168 +21%
BFA
1081
Benedict Financial Advisors
Georgia
$4.58M +$158K +1,039 +4%
SAMC
1082
Spectrum Asset Management (California)
California
$4.58M -$236K -1,552 -5%
CWM
1083
Cornerstone Wealth Management
Missouri
$4.57M +$725K +4,762 +19%
S
1084
SignatureFD
Georgia
$4.57M +$3.2K +21 +0.1%
YIA
1085
YHB Investment Advisors
Connecticut
$4.54M -$110K -721 -2%
EAM
1086
Erste Asset Management
Austria
$4.54M -$3.24M -21,288 -42%
PAM
1087
Peak Asset Management
Colorado
$4.53M -$215K -1,411 -5%
KIA
1088
Knollwood Investment Advisory
Maryland
$4.52M – – –
FHA
1089
Flagship Harbor Advisors
Massachusetts
$4.52M -$85.7K -563 -2%
KWA
1090
Kingswood Wealth Advisors
California
$4.51M +$137K +900 +3%
PT
1091
Plimoth Trust
Massachusetts
$4.51M -$236K -1,548 -5%
FMTC
1092
Farmers & Merchants Trust Company
California
$4.5M -$1.4M -9,196 -24%
IAMOG
1093
Investors Asset Management of Georgia
Georgia
$4.5M +$457 +3 +0%
HCA
1094
Harbour Capital Advisors
Virginia
$4.49M -$203K -1,330 -4%
GSC
1095
G&S Capital
Colorado
$4.47M -$46.3K -304 -1%
TG
1096
TCW Group
California
$4.47M +$4.47M +29,344 New
BAM
1097
Belpointe Asset Management
Nevada
$4.47M -$354K -2,326 -7%
MO
1098
McMillan Office
Michigan
$4.45M +$4.45M +29,229 New
MPIM
1099
McGinn Penninger Investment Management
Virginia
$4.43M +$20.6K +135 +0.5%
CAM
1100
Cidel Asset Management
Ontario, Canada
$4.42M +$187K +1,225 +4%
42 43
44
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