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Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2101
American Institute for Advanced Investment Management
Arizona
$934K -$197K -1,175 -17%
SWA
2102
SOA Wealth Advisors
New York
$933K +$16.6K +99 +2%
SAM
2103
Security Asset Management
New York
$930K +$166K +991 +21%
LFG
2104
Larson Financial Group
Missouri
$923K +$162K +967 +21%
BBNB
2105
Baker Boyer National Bank
Washington
$922K +$129K +771 +16%
ARMT
2106
Amica Retiree Medical Trust
Rhode Island
$920K – – –
LIA
2107
LBMC Investment Advisors
Tennessee
$918K – – –
BW
2108
Bison Wealth
Georgia
$916K -$29.2K -174 -3%
EIA
2109
Edgemoor Investment Advisors
Maryland
$915K -$152K -907 -14%
BAG
2110
Bridgewealth Advisory Group
California
$915K – – –
SP
2111
Successful Portfolios
Florida
$914K -$30.7K -183 -3%
SWMP
2112
Signature Wealth Management Partners
New Jersey
$912K -$16.8K -100 -2%
LIG
2113
Lokken Investment Group
Delaware
$911K +$164K +979 +21%
AWA
2114
Amplius Wealth Advisors
Pennsylvania
$911K +$34.4K +205 +4%
NCM
2115
NCM Capital Management
New Jersey
$909K +$10.9K +65 +1%
A
2116
AustralianSuper
Australia
$908K +$933K +5,566 New
SWM
2117
Salvus Wealth Management
New Jersey
$907K +$15.4K +92 +2%
WDG
2118
Wealth Dimensions Group
Ohio
$907K -$279K -1,666 -23%
CFO
2119
Collective Family Office
Pennsylvania
$903K +$197K +1,178 +27%
GWM
2120
Gray Wealth Management
Maine
$903K +$2.01K +12 +0.2%
WAL
2121
W Advisors LLC
Tennessee
$900K -$10.6K -63 -1%
HJGA
2122
Hardman Johnston Global Advisors
Connecticut
$897K – – –
BCA
2123
Bray Capital Advisors
Florida
$895K +$671 +4 +0.1%
BFA
2124
BMS Financial Advisors
South Dakota
$894K +$3.19K +19 +0.3%
MWM
2125
MorganRosel Wealth Management
Colorado
$893K +$686K +4,094 +297%
83 84
85
86 87