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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1551
Johanson Financial Advisors
California
$997K -$18.1K -149 -2%
PWMAG
1552
Pinnacle Wealth Management Advisory Group
New Jersey
$995K +$17.3K +143 +2%
HA
1553
Halsey Associates
Connecticut
$993K – – –
CII
1554
Capital International Inc
California
$988K +$83.7K +690 +9%
ACM
1555
Advisors Capital Management
New Jersey
$987K +$126K +1,042 +15%
NERM
1556
New England Research & Management
Illinois
$981K -$15.2K -125 -2%
SBL
1557
Sargent Bickham Lagudis
Colorado
$980K -$5.09K -42 -0.5%
HWA
1558
Heritage Wealth Advisors
Virginia
$979K -$87.6K -722 -8%
BOC
1559
Barbara Oil Co
Illinois
$978K – – –
SA
1560
Sicart Associates
New York
$978K – – –
WWM
1561
Windsor Wealth Management
Indiana
$978K +$47.1K +388 +5%
CI
1562
Capital Innovations
Wisconsin
$975K +$63.7K +525 +7%
ABP
1563
Arthur B. Page
$975K +$529K +4,360 +121%
AAM
1564
Aureus Asset Management
Massachusetts
$974K – – –
MOS
1565
MGO One Seven
Ohio
$973K +$966K +7,961 New
SFM
1566
Signet Financial Management
New Jersey
$970K – – –
FFS
1567
Founders Financial Securities
Maryland
$968K +$54.8K +452 +6%
MFW
1568
Mosaic Family Wealth
Missouri
$962K +$80.7K +665 +9%
HCM
1569
Highbridge Capital Management
New York
$961K +$953K +7,857 New
AWE
1570
Avidian Wealth Enterprises
Texas
$958K -$293K -2,419 -24%
WAAG
1571
Wealth Alliance Advisory Group
Kansas
$957K +$24.3K +200 +3%
AF
1572
AMG Funds
Connecticut
$952K -$118K -970 -11%
DA
1573
Doliver Advisors
Texas
$952K +$10.9K +90 +1%
SCG
1574
Sonata Capital Group
Washington
$951K -$12.1K -100 -1%
NCM
1575
Northside Capital Management
Oregon
$950K – – –
61 62
63
64 65