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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
801
WNY Asset Management
New York
$411K +$11.8K +845 +2%
WAAG
802
Wealth Alliance Advisory Group
Kansas
$409K +$2.8K +200 +0.6%
MIP
803
Marietta Investment Partners
Wisconsin
$405K +$224K +16,000 +114%
MSFS
804
Main Street Financial Solutions
Pennsylvania
$404K +$24.1K +1,725 +5%
HA
805
Herold Advisors
New York
$402K -$27.9K -1,991 -5%
DMBA
806
Deseret Mutual Benefit Administrators
Utah
$401K -$163K -11,645 -25%
FFWM
807
Future Financial Wealth Management
Ohio
$401K -$43.4K -3,099 -8%
CCM
808
Chiron Capital Management
Florida
$400K -$67.2K -4,799 -12%
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$399K +$13K +929 +3%
QI
810
Qtron Investments
Massachusetts
$399K +$165K +11,782 +49%
FSA
811
Financial Sense Advisors
California
$398K +$3.83K +274 +0.8%
OIM
812
Oder Investment Management
California
$396K +$1.41K +101 +0.3%
AWM
813
Avior Wealth Management
Nebraska
$395K +$38.7K +2,767 +8%
BJL
814
Brighton Jones LLC
Washington
$394K +$91.5K +6,540 +23%
WPIC
815
White Pine Investment Company
Michigan
$393K -$116K -8,296 -19%
AC
816
Aristides Capital
Kentucky
$392K – – –
BWP
817
Balboa Wealth Partners
Arizona
$392K +$490K +34,984 New
ONB
818
Old National Bancorp
Indiana
$391K – – –
PWS
819
Private Wealth Strategies
Ohio
$390K +$213K +15,217 +78%
CFS
820
CRA Financial Services
New Jersey
$389K +$14.1K +1,008 +3%
FFG
821
Fortem Financial Group
California
$386K -$11.9K -850 -2%
LSPW
822
Lake Street Private Wealth
Illinois
$385K +$149K +10,661 +45%
PCM
823
Parsons Capital Management
Rhode Island
$380K -$7.88K -563 -2%
DIA
824
Dana Investment Advisors
Wisconsin
$379K -$98.4K -7,028 -17%
SMFG
825
Sumitomo Mitsui Financial Group
Japan
$377K -$1.01M -71,886 -69%
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