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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
826
SNS Financial Group
Minnesota
$792K -$25.1K -109 -3%
PVM
827
Palogic Value Management
Texas
$791K +$774K +3,356 New
ANTB
828
AMG National Trust Bank
Colorado
$791K – – –
AFG
829
Atomi Financial Group
New York
$791K +$119K +518 +18%
SLWA
830
San Luis Wealth Advisors
California
$787K +$74.7K +324 +11%
MA
831
Mutual Advisors
Nebraska
$784K -$135K -587 -15%
BHC
832
Bowen Hanes & Co
Florida
$783K -$184K -800 -19%
PL
833
Perpetual Ltd
Australia
$771K +$81.4K +353 +12%
DWM
834
Dynasty Wealth Management
Florida
$770K +$753K +3,266 New
CCG
835
Ceeto Capital Group
Florida
$759K – – –
AWM
836
Apollon Wealth Management
South Carolina
$759K +$104K +450 +16%
LIM
837
Leavell Investment Management
Alabama
$758K -$5.99K -26 -0.8%
MT
838
Midwest Trust
Kansas
$756K -$130K -566 -15%
BOH
839
Bank of Hawaii
Hawaii
$756K +$2.77K +12 +0.4%
SJIM
840
St. Johns Investment Management
Florida
$756K -$9.45K -41 -1%
CHAM
841
Clear Harbor Asset Management
Connecticut
$755K -$9.22K -40 -1%
DAS
842
Diversify Advisory Services
Utah
$751K -$234K -1,014 -25%
YP
843
YANKCOM Partnership
South Dakota
$748K – – –
LA
844
Lakeside Advisors
Washington
$747K -$22.6K -98 -3%
MLA
845
MB, Levis & Associates
Pennsylvania
$747K -$123K -532 -14%
TE
846
Tema ETFs
New York
$743K +$727K +3,152 New
HCM
847
Howard Capital Management
Georgia
$743K +$55.1K +239 +8%
BMC
848
Beaton Management Company
Massachusetts
$735K -$23.1K -100 -3%
IA
849
IFG Advisory
Georgia
$734K +$78.8K +342 +12%
SPC
850
Sigma Planning Corp
Michigan
$732K -$50K -217 -7%
32 33
34
35 36