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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1851
JSF Financial
California
$489K +$507K +4,459 New
NFG
1852
Nations Financial Group
Iowa
$487K +$18.6K +164 +4%
LDFR
1853
Lehman & Derafelo Financial Resources
Pennsylvania
$486K +$504K +4,437 New
FWM
1854
Fairhaven Wealth Management
Illinois
$484K +$502K +4,411 New
HCM
1855
Harvey Capital Management
Florida
$482K – – –
GAMC
1856
Garner Asset Management Corp
Texas
$481K – – –
SG
1857
StoneX Group
New York
$479K -$16K -141 -3%
PWPS
1858
Pinnacle Wealth Planning Services
Ohio
$478K +$8.53K +75 +2%
MSR
1859
Main Street Research
Connecticut
$477K -$50.9K -448 -9%
GHAM
1860
Gilman Hill Asset Management
Connecticut
$477K -$17.1K -150 -3%
DIM
1861
DC Investments Management
Virginia
$477K +$47.8K +420 +11%
AWA
1862
Acorn Wealth Advisors
Michigan
$475K +$3.64K +32 +0.8%
SNB
1863
Security National Bank
Nebraska
$475K +$23.3K +205 +5%
CHAM
1864
Clear Harbor Asset Management
Connecticut
$475K +$113K +992 +30%
MIH
1865
Meitav Investment House
Israel
$473K -$6.25K -55 -1%
TPW
1866
Tiller Private Wealth
Pennsylvania
$471K -$74.9K -659 -13%
NAM
1867
NorthCoast Asset Management
Connecticut
$471K – – –
SCP
1868
Seizert Capital Partners
Michigan
$471K – – –
HL
1869
HeadInvest LLC
Maine
$471K +$230K +2,021 +89%
WA
1870
Winfield Associates
Ohio
$469K -$34.1K -300 -7%
ACM
1871
AlphaStar Capital Management
North Carolina
$469K +$72.2K +635 +17%
LWM
1872
Liberty Wealth Management
California
$469K +$487K +4,281 New
PSC
1873
Prentiss Smith & Co
Vermont
$468K – – –
FFW
1874
Fusion Family Wealth
New York
$468K +$114 +1 +0%
FCB
1875
First Command Bank
Texas
$467K -$22.7K -200 -4%
73 74
75
76 77