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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
501
HighPoint Advisor Group
Illinois
$410K -$34.1K -75 -7%
TCM
502
TruNorth Capital Management
Michigan
$409K +$410K +900 New
RGC
503
Roberts, Glore & Co
Illinois
$408K -$22.8K -50 -5%
OWA
504
Outlook Wealth Advisors
Texas
$405K +$3.19K +7 +0.8%
SAW
505
Signal Advisors Wealth
Michigan
$397K +$1.37K +3 +0.3%
AIM
506
Alhambra Investment Management
Florida
$396K -$54.6K -120 -12%
HIA
507
Harbor Investment Advisory
Maryland
$396K +$3.19K +7 +0.8%
USAA
508
United Services Automobile Association
Texas
$394K +$400K +878 New
BIAS
509
Beacon Investment Advisory Services
New Jersey
$393K – – –
SBFM
510
S-Bank Fund Management
Finland
$393K +$393K +864 New
LFA
511
Legacy Financial Advisors
Kentucky
$391K +$4.55K +10 +1%
SWM
512
Spire Wealth Management
Virginia
$390K -$24.1K -53 -6%
MA
513
Mutual Advisors
Nebraska
$389K +$46.9K +103 +13%
LI
514
Lafayette Investments
Maryland
$385K +$53.3K +117 +16%
KAS
515
Kestra Advisory Services
Texas
$385K -$453K -995 -54%
MSFS
516
Main Street Financial Solutions
Pennsylvania
$383K -$5.92K -13 -2%
MCM
517
MAI Capital Management
Ohio
$380K +$3.19K +7 +0.8%
PCP
518
Perbak Capital Partners
United Kingdom
$376K +$377K +828 New
AA
519
ALPS Advisors
Colorado
$374K +$11.4K +25 +3%
WCF
520
West Coast Financial
California
$372K -$52.4K -115 -12%
CGH
521
Crossmark Global Holdings
Texas
$368K +$17.3K +38 +5%
CMF
522
Counterpoint Mutual Funds
California
$362K +$363K +797 New
SAM
523
Strategy Asset Managers
California
$359K +$20K +44 +6%
BAM
524
Belpointe Asset Management
Nevada
$358K -$15.9K -35 -4%
AC
525
AXQ Capital
New Jersey
$358K +$359K +788 New
19 20
21
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