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Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
751
Eagle Rock Investment Company
Georgia
$326K – – –
GWM
752
Gitterman Wealth Management
New Jersey
$324K +$304K +29,877 New
CAMG
753
CWA Asset Management Group
Florida
$324K +$52.1K +5,119 +21%
WMA
754
William Mack & Associates
Michigan
$324K +$8.03K +789 +3%
NAS
755
NWF Advisory Services
California
$323K +$118K +11,601 +64%
PIA
756
Perennial Investment Advisors
California
$322K -$17.3K -1,695 -5%
WAM
757
WFA Asset Management
Wisconsin
$322K -$1.17K -115 -0.4%
JCFM
758
JBR Co Financial Management
Oklahoma
$322K – – –
AWM
759
Avior Wealth Management
Nebraska
$320K -$414K -40,619 -58%
LWA
760
Lineweaver Wealth Advisors
Ohio
$320K +$19.8K +1,946 +7%
OWM
761
OneAscent Wealth Management
Alabama
$319K +$4.06K +399 +1%
GVAG
762
Great Valley Advisor Group
Delaware
$319K -$180K -17,638 -38%
WA
763
WealthTrust Axiom
Pennsylvania
$313K -$119K -11,700 -29%
FNBT
764
FineMark National Bank & Trust
Florida
$313K +$25.1K +2,466 +9%
SP
765
Stonebrook Private
Michigan
$313K +$158K +15,561 +117%
4A
766
4Wealth Advisors
Illinois
$312K +$293K +28,742 New
PPWP
767
Premier Path Wealth Partners
New Jersey
$311K +$44.9K +4,414 +18%
MLFP
768
MPS Loria Financial Planners
Illinois
$308K +$1.65K +162 +0.6%
DILIC
769
Dai-ichi Life Insurance Company
Japan
$308K – – –
CCA
770
Carrera Capital Advisors
Michigan
$307K +$947 +93 +0.3%
MNBTD
771
Moody National Bank Trust Division
Texas
$307K +$20K +1,966 +7%
QPWM
772
Quadrant Private Wealth Management
Pennsylvania
$307K -$50.1K -4,924 -15%
OAM
773
Ostrum Asset Management
France
$306K -$8.2K -805 -3%
BIG
774
Brooklyn Investment Group
New York
$306K +$121K +11,847 +72%
AC
775
Aldebaran Capital
Indiana
$305K +$50.9K +5,000 +22%
29 30
31
32 33