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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1126
Abundance Wealth Counselors
Pennsylvania
$546K – – –
IAS
1127
Insigneo Advisory Services
Florida
$545K +$12.4K +34 +2%
MC
1128
Moors & Cabot
Massachusetts
$543K +$65.8K +181 +12%
WMA
1129
Wealth Management Associates
New Jersey
$541K +$363 +1 +0.1%
CFP
1130
Catalyst Financial Partners
Massachusetts
$539K -$41.1K -113 -6%
SC
1131
SouthState Corp
Florida
$538K +$175K +482 +39%
FHC
1132
First Horizon Corporation
Tennessee
$538K -$6.54K -18 -1%
NAMI
1133
Nomura Asset Management International
Pennsylvania
$536K -$1.66M -4,565 -73%
WA
1134
WP Advisors
California
$535K -$30.2K -83 -5%
PCM
1135
Prelude Capital Management
New York
$535K +$120K +331 +24%
SOAMC
1136
Spirit of America Management Corp
New York
$532K -$36.3K -100 -6%
CAM
1137
Costello Asset Management
Pennsylvania
$532K – – –
MJRIC
1138
Mogy Joel R Investment Counsel
California
$532K – – –
RA
1139
Riversedge Advisors
Delaware
$532K +$88.3K +243 +17%
PA
1140
Probity Advisors
Texas
$530K -$13.1K -36 -2%
MAWA
1141
Moss Adams Wealth Advisors
Washington
$529K -$2.54K -7 -0.4%
GC
1142
Garde Capital
Washington
$528K – – –
AWA
1143
Alta Wealth Advisors
Massachusetts
$527K -$727 -2 -0.1%
BEAM
1144
Baker Ellis Asset Management
Washington
$527K – – –
AWM
1145
Angeles Wealth Management
California
$523K +$14.5K +40 +2%
AA
1146
Armis Advisers
Georgia
$523K +$95.2K +262 +18%
DWM
1147
Drive Wealth Management
Utah
$523K +$150K +413 +33%
SIA
1148
Strategic Investment Advisors
Michigan
$522K -$41.1K -113 -6%
LWM
1149
Lodestone Wealth Management
Washington
$521K +$1.82K +5 +0.3%
CTA
1150
Chesley Taft & Associates
Illinois
$520K -$8.36K -23 -1%
44 45
46
47 48