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Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
626
Trivium Point Advisory
Connecticut
$628K +$43.2K +3,883 +8%
CF
627
Centaurus Financial
California
$627K +$10.1K +911 +2%
PVI
628
Pine Valley Investments
New Jersey
$625K +$401 +36 +0.1%
CWA
629
Carolina Wealth Advisors
South Carolina
$623K -$7.25K -651 -1%
NL
630
NWAM LLC
Washington
$621K +$64.9K +5,834 +13%
MFG
631
Merit Financial Group
Georgia
$617K -$93.1K -8,367 -14%
EWM
632
Empirical Wealth Management
Washington
$615K -$8.57K -770 -2%
LGA
633
Lebenthal Global Advisors
New York
$613K +$85.9K +7,719 +18%
AA
634
Advisory Alpha
Michigan
$613K +$58.3K +5,239 +12%
AAMC
635
Asset Allocation & Management Company
Illinois
$610K – – –
OFS
636
OneAscent Financial Services
Alabama
$610K +$222K +19,953 +66%
AIM
637
Aquila Investment Management
New York
$610K – – –
GF
638
Gabelli Funds
New York
$610K – – –
NAAA
639
New Age Alpha Advisors
New York
$610K +$556K +50,000 New
QPWM
640
Quadrant Private Wealth Management
Pennsylvania
$608K -$21.5K -1,933 -4%
P
641
Pitcairn
Pennsylvania
$607K -$384K -34,501 -41%
VCA
642
Verdence Capital Advisors
Maryland
$604K -$7.41K -666 -1%
DT
643
Diversified Trust
Tennessee
$604K -$353K -31,718 -39%
DWT
644
Dorsey & Whitney Trust
South Dakota
$602K -$9.78K -879 -2%
EWS
645
Evergreen Wealth Solutions
Pennsylvania
$601K +$12K +1,076 +2%
MIA
646
MMBG Investment Advisors
Florida
$600K – – –
PS
647
Principal Securities
Iowa
$600K +$548K +49,215 New
MA
648
MONECO Advisors
Connecticut
$599K +$4.42K +397 +0.8%
BCP
649
Blue Chip Partners
Michigan
$599K +$9.08K +816 +2%
KA
650
KLCM Advisors
Wisconsin
$599K +$160K +14,351 +41%
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