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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
701
Bellwether Advisors
Nebraska
$752K -$138K -7,236 -14%
OWM
702
OneAscent Wealth Management
Alabama
$752K +$4.05K +213 +0.5%
SG
703
Stonnington Group
California
$750K -$1.7M -89,513 -65%
HH
704
Hilltop Holdings
Texas
$749K -$828K -43,549 -50%
DT
705
Diversified Trust
Tennessee
$747K -$39.3K -2,065 -4%
GF
706
Gabelli Funds
New York
$744K – – –
WB
707
WesBanco Bank
West Virginia
$742K +$113K +5,956 +16%
CG
708
Caprock Group
Idaho
$741K +$23.1K +1,213 +3%
NAG
709
Northstar Advisory Group
New Jersey
$739K -$784K -41,217 -49%
KA
710
Kintegral Advisory
New York
$739K +$18.6K +978 +2%
BHCM
711
Boulder Hill Capital Management
New York
$739K +$335K +17,600 +67%
BC
712
Brookfield Corp
Ontario, Canada
$732K +$558K +29,360 +211%
MYAM
713
Meiji Yasuda Asset Management
Japan
$730K -$278K -14,611 -25%
MGAM
714
McGowan Group Asset Management
Texas
$730K +$89K +4,681 +12%
LAM
715
LifePro Asset Management
California
$729K -$10.5M -549,886 -93%
B
716
Bensler
Washington
$728K +$818K +43,043 New
CIC
717
Carnegie Investment Counsel
Ohio
$727K -$2.98K -157 -0.4%
SIG
718
Stonegate Investment Group
Alabama
$726K -$3.17K -167 -0.4%
CCB
719
Cutter & Co Brokerage
Missouri
$721K -$49.3K -2,594 -6%
WEG
720
World Equity Group
Illinois
$721K +$810K +42,616 New
NFSG
721
Newbridge Financial Services Group
Florida
$720K +$409K +21,507 +102%
CAM
722
Carret Asset Management
New York
$717K +$38 +2 +0%
SSA
723
Schonfeld Strategic Advisors
New York
$717K +$806K +42,400 New
CIAS
724
Capital Investment Advisory Services
North Carolina
$712K +$459K +24,162 +135%
LCM
725
Landscape Capital Management
New Jersey
$709K +$797K +41,929 New
27 28
29
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