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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1051
Probity Advisors
Texas
$561K -$2.86K -11 -0.5%
MC
1052
Mathes Company
New York
$559K -$32.5K -125 -6%
HI
1053
Harbour Investments
Wisconsin
$559K -$9.62K -37 -2%
MA
1054
MKT Advisors
California
$559K +$1.04K +4 +0.2%
DIM
1055
Delta Investment Management
California
$557K – – –
DAM
1056
Diamant Asset Management
Connecticut
$549K – – –
MIM
1057
Montgomery Investment Management
Maryland
$549K +$33.8K +130 +7%
ACA
1058
Atlas Capital Advisors
Wyoming
$548K +$425K +1,634 +376%
BAM
1059
Belpointe Asset Management
Nevada
$545K +$318K +1,225 +147%
SC
1060
SouthState Corp
Florida
$542K +$120K +463 +29%
SB
1061
Strategic Blueprint
Georgia
$542K -$70.7K -272 -12%
PI
1062
Pettee Investors
Connecticut
$538K -$255K -980 -33%
KFGK
1063
Keystone Financial Group (Kentucky)
Kentucky
$536K -$9.62K -37 -2%
TWA
1064
TCI Wealth Advisors
Arizona
$535K +$39K +150 +8%
SB
1065
Simmons Bank
Arkansas
$534K +$3.9K +15 +0.8%
CAG
1066
Csenge Advisory Group
Florida
$531K +$99.6K +383 +24%
HFM
1067
Hartford Financial Management
Connecticut
$530K – – –
CA
1068
Cambridge Advisors
Nebraska
$527K – – –
SIS
1069
Strategic Investment Solutions
Illinois
$521K +$516K +1,984 +6,200%
HA
1070
Hamel Associates
New Jersey
$519K – – –
IA
1071
IFP Advisors
Florida
$517K +$42.9K +165 +9%
GI
1072
Gradient Investments
Minnesota
$511K -$260 -1 -0.1%
WPC
1073
Wedmont Private Capital
Pennsylvania
$510K +$48.6K +187 +10%
CT
1074
Coastline Trust
Rhode Island
$510K +$224K +862 +81%
FCA
1075
FLC Capital Advisors
California
$508K -$139K -535 -22%
41 42
43
44 45