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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
826
Benin Management Corp
Connecticut
$400K -$13.5K -1,000 -3%
PIA
827
Perennial Investment Advisors
California
$399K -$2.96K -219 -0.8%
JCFM
828
JBR Co Financial Management
Oklahoma
$399K -$13.5K -1,000 -3%
SWM
829
Spire Wealth Management
Virginia
$397K +$24.7K +1,831 +7%
HIMC
830
Heritage Investors Management Corp
Maryland
$397K -$1.35K -100 -0.3%
SIC
831
Sterling Investment Counsel
New York
$395K +$40.2K +2,981 +12%
IAS
832
Integrity Advisory Solutions
Texas
$395K +$384K +28,437 New
WAM
833
WNY Asset Management
New York
$395K -$105K -7,788 -22%
EFS
834
Essex Financial Services
Connecticut
$394K -$138K -10,245 -27%
NG
835
Norden Group
Utah
$393K +$196K +14,554 +106%
IPWA
836
International Private Wealth Advisors
California
$389K -$161K -11,969 -30%
IF
837
IRON Financial
Illinois
$388K +$14K +1,041 +4%
CWP
838
Curated Wealth Partners
California
$386K +$33.8K +2,506 +10%
CFA
839
Capstone Financial Advisors
Illinois
$383K -$6.65K -493 -2%
HA
840
Herold Advisors
New York
$383K -$58.3K -4,318 -14%
AC
841
Aldebaran Capital
Indiana
$382K – – –
ESBC
842
E.S. Barr & Co
Kentucky
$381K – – –
LA
843
LVW Advisors
New York
$378K +$116K +8,583 +46%
BTI
844
Blue Trust Inc
Georgia
$377K -$161K -11,966 -31%
CA
845
COFG Advisors
Illinois
$374K -$2.81K -208 -0.8%
SDIC
846
South Dakota Investment Council
South Dakota
$373K – – –
FHC
847
First Heartland Consultants
Missouri
$370K -$17.5K -1,297 -5%
NF
848
Nikulski Financial
Iowa
$369K +$195K +14,451 +119%
GWP
849
Gateway Wealth Partners
Wisconsin
$368K -$429K -31,820 -55%
AC
850
Avestar Capital
New York
$367K +$3.06K +227 +0.9%
32 33
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