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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
951
Phoenix Financial
Israel
$770K +$49.5K +198 +8%
WIC
952
Woodmont Investment Counsel
Tennessee
$769K – – –
FWM
953
Forza Wealth Management
Florida
$767K – – –
CAMG
954
CWA Asset Management Group
Florida
$763K +$659K +2,635 New
P
955
&Partners
Tennessee
$763K +$374K +1,496 +131%
PTC
956
Private Trust Company
Ohio
$759K +$28.8K +115 +5%
JIP
957
Jaffetilchin Investment Partners
Florida
$759K -$13.3K -53 -2%
O
958
Ossiam
France
$754K -$1.32M -5,284 -67%
FFM
959
Forum Financial Management
Illinois
$754K – – –
FAIM
960
Financial Advocates Investment Management
Washington
$750K +$11.8K +47 +2%
WKWM
961
Walter & Keenan Wealth Management
Indiana
$748K -$125K -500 -16%
VC
962
Vicus Capital
Pennsylvania
$745K -$82.6K -330 -11%
PSP
963
Principal Street Partners
Tennessee
$744K +$75.5K +302 +13%
RWA
964
Redhawk Wealth Advisors
Minnesota
$743K +$54.3K +217 +9%
AFG
965
ABLE Financial Group
Arizona
$736K -$49.5K -198 -7%
BIA
966
Bigelow Investment Advisors
Maine
$736K -$30.8K -123 -5%
LAI
967
Legal Advantage Investments
California
$733K – – –
LWAM
968
Legacy Wealth Asset Management
Minnesota
$732K +$5K +20 +0.8%
PCM
969
Penserra Capital Management
California
$731K +$108K +430 +20%
MFG
970
Merit Financial Group
Georgia
$725K +$205K +821 +42%
SFFS
971
Stonehage Fleming Financial Services
Jersey
$725K +$320K +1,279 +63%
CA
972
Clearstead Advisors
Ohio
$723K +$3.5K +14 +0.5%
FFS
973
Founders Financial Securities
Maryland
$718K +$620K +2,479 New
CI
974
Cigna Investments
Connecticut
$716K -$1K -4 -0.2%
CAM
975
Cidel Asset Management
Ontario, Canada
$716K – – –
37 38
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