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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
501
Roberts, Glore & Co
Illinois
$408K -$22.8K -50 -5%
OWA
502
Outlook Wealth Advisors
Texas
$405K +$3.19K +7 +0.8%
SAW
503
Signal Advisors Wealth
Michigan
$397K +$1.37K +3 +0.3%
AIM
504
Alhambra Investment Management
Florida
$396K -$54.6K -120 -12%
HIA
505
Harbor Investment Advisory
Maryland
$396K +$3.19K +7 +0.8%
USAA
506
United Services Automobile Association
Texas
$394K +$400K +878 New
BIAS
507
Beacon Investment Advisory Services
New Jersey
$393K – – –
SBFM
508
S-Bank Fund Management
Finland
$393K +$393K +864 New
LFA
509
Legacy Financial Advisors
Kentucky
$391K +$4.55K +10 +1%
SWM
510
Spire Wealth Management
Virginia
$390K -$24.1K -53 -6%
MA
511
Mutual Advisors
Nebraska
$389K +$46.9K +103 +13%
LI
512
Lafayette Investments
Maryland
$385K +$53.3K +117 +16%
KAS
513
Kestra Advisory Services
Texas
$385K -$453K -995 -54%
MSFS
514
Main Street Financial Solutions
Pennsylvania
$383K -$5.92K -13 -2%
MCM
515
MAI Capital Management
Ohio
$380K +$3.19K +7 +0.8%
PCP
516
Perbak Capital Partners
United Kingdom
$376K +$377K +828 New
AA
517
ALPS Advisors
Colorado
$374K +$11.4K +25 +3%
WCF
518
West Coast Financial
California
$372K -$52.4K -115 -12%
CGH
519
Crossmark Global Holdings
Texas
$368K +$17.3K +38 +5%
CMF
520
Counterpoint Mutual Funds
California
$362K +$363K +797 New
SAM
521
Strategy Asset Managers
California
$359K +$20K +44 +6%
BAM
522
Belpointe Asset Management
Nevada
$358K -$15.9K -35 -4%
AC
523
AXQ Capital
New Jersey
$358K +$359K +788 New
LFG
524
Larson Financial Group
Missouri
$356K +$76K +167 +27%
AAM
525
Aureus Asset Management
Massachusetts
$352K – – –
19 20
21
22 23