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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
801
First National Bank of Mount Dora
Florida
$645K +$10K +178 +2%
Nicholas Hoffman & Company
802
Nicholas Hoffman & Company
Georgia
$643K -$6.75K -120 -1%
LIG
803
Lokken Investment Group
Delaware
$642K +$35.2K +625 +6%
Federated Hermes
804
Federated Hermes
Pennsylvania
$640K +$11.4K +203 +2%
CBTWT
805
Community Bank & Trust (Waco, Texas)
Texas
$638K +$7.59K +135 +1%
DAM
806
Diamant Asset Management
Connecticut
$635K – – –
Savant Capital
807
Savant Capital
Illinois
$634K +$110K +1,964 +20%
BAM
808
Brave Asset Management
New Jersey
$631K +$15.7K +279 +2%
LB
809
Leo Brokerage
Texas
$630K +$647K +11,496 New
EP
810
Elkhorn Partners
Nebraska
$628K +$31.5K +560 +5%
Horizon Investments
811
Horizon Investments
North Carolina
$626K -$312K -5,541 -33%
Spire Wealth Management
812
Spire Wealth Management
Virginia
$625K +$170K +3,020 +36%
Forum Financial Management
813
Forum Financial Management
Illinois
$619K +$2.42K +43 +0.4%
KIA
814
KCM Investment Advisors
California
$618K +$2.93K +52 +0.5%
IF
815
Intrua Financial
Texas
$613K +$12.9K +229 +2%
CFGS
816
Concourse Financial Group Securities
Alabama
$613K +$82.5K +1,466 +15%
BBI
817
Baxter Bros Inc
Connecticut
$611K – – –
DMKJ
818
David M. Knott Jr
$610K – – –
Sumitomo Life Insurance
819
Sumitomo Life Insurance
Japan
$606K -$10.7K -191 -2%
SWS
820
SYSTM Wealth Solutions
Illinois
$606K +$242K +4,298 +64%
FineMark National Bank & Trust
821
FineMark National Bank & Trust
Florida
$606K -$29.2K -519 -4%
DP
822
Dearborn Partners
Illinois
$604K -$2.81K -50 -0.5%
DRW Securities
823
DRW Securities
Illinois
$603K -$336K -5,969 -35%
SF
824
Symphony Financial
Texas
$603K -$184K -3,278 -23%
Foundations Investment Advisors
825
Foundations Investment Advisors
Arizona
$600K -$48.4K -860 -7%