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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
951
Phoenix Financial
Israel
$680K +$2.03K +7 +0.3%
MFG
952
Merit Financial Group
Georgia
$680K -$45.6K -157 -6%
PSP
953
Principal Street Partners
Tennessee
$679K -$31.9K -110 -4%
CIA
954
Concurrent Investment Advisors
Florida
$677K -$8.42K -29 -1%
WIC
955
Woodmont Investment Counsel
Tennessee
$673K -$53.1K -183 -7%
WAM
956
WFA Asset Management
Wisconsin
$663K +$3.19K +11 +0.5%
MAM
957
MWA Asset Management
Massachusetts
$658K +$699K +2,406 New
SC
958
Searle & Co
Connecticut
$652K – – –
SEM
959
Suncoast Equity Management
Florida
$649K -$5.81K -20 -0.8%
SCM
960
Sterneck Capital Management
Missouri
$647K – – –
AWE
961
Avidian Wealth Enterprises
Texas
$645K +$73.8K +254 +12%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$644K +$73.5K +253 +12%
NP
963
NorthRock Partners
Minnesota
$642K +$38.6K +133 +6%
CI
964
Cigna Investments
Connecticut
$641K +$1.74K +6 +0.3%
FFS
965
Founders Financial Securities
Maryland
$638K -$8.42K -29 -1%
OWA
966
Opal Wealth Advisors
New York
$635K +$73.8K +254 +12%
OIS
967
Okabena Investment Services
Minnesota
$634K – – –
OW
968
Olistico Wealth
Oklahoma
$631K – – –
I
969
IMPACTfolio
Colorado
$629K – – –
OCBCO
970
Oversea-Chinese Banking Corp (OCBC)
Singapore
$629K -$241K -830 -27%
EIP
971
Epoch Investment Partners
New York
$628K -$17.1K -59 -3%
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$626K -$38.3K -132 -5%
FFN
973
Focus Financial Network
Minnesota
$626K – – –
HH
974
Hilltop Holdings
Texas
$625K +$423K +1,456 +175%
MAM
975
MMA Asset Management
Pennsylvania
$622K +$334K +1,151 +99%
37 38
39
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