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Name Holding Trade Value Shares
Change 		Change in
Stake
4A
1126
4Wealth Advisors
Illinois
$367K +$88.1K +340 +29%
JAG
1127
Journey Advisory Group
Kentucky
$367K +$32.1K +124 +9%
GWM
1128
Geneos Wealth Management
Colorado
$366K +$32.7K +126 +9%
AWM
1129
Aries Wealth Management
Maine
$366K -$298K -1,148 -43%
OFC
1130
Oakland Financial Corp
$366K – – –
KAS
1131
KPP Advisory Services
Kentucky
$365K +$131K +507 +51%
CPIG
1132
Chicago Partners Investment Group
Illinois
$365K +$33.4K +129 +8%
ST
1133
Somerset Trust
Pennsylvania
$365K +$77.3K +298 +25%
PT
1134
Plimoth Trust
Massachusetts
$364K -$7.78K -30 -2%
NAS
1135
Nicolet Advisory Services
Wisconsin
$363K +$23.6K +91 +5%
CCFM
1136
Clear Creek Financial Management
Washington
$361K +$32.7K +126 +9%
HPC
1137
HM Payson & Co
Maine
$360K -$44.1K -170 -10%
SEIA
1138
Signature Estate & Investment Advisors
California
$359K -$128K -493 -25%
AFP
1139
Ausdal Financial Partners
Iowa
$356K +$59.1K +228 +18%
ZIC
1140
ZWJ Investment Counsel
Georgia
$356K – – –
NL
1141
NWAM LLC
Washington
$356K +$5.96K +23 +2%
RCM
1142
RB Capital Management
Nevada
$354K -$31.9K -123 -8%
GF
1143
Gabelli Funds
New York
$353K +$117K +450 +45%
HCP
1144
Hexagon Capital Partners
Arkansas
$349K +$172K +664 +86%
SC
1145
SouthState Corp
Florida
$349K +$12.4K +48 +3%
EWM
1146
Edge Wealth Management
New York
$349K – – –
KWA
1147
Kingswood Wealth Advisors
California
$348K -$211K -814 -36%
CCM
1148
Crew Capital Management
Ohio
$348K – – –
MIM
1149
MTM Investment Management
South Carolina
$347K – – –
AI
1150
Atom Investors
Texas
$347K -$407K -1,569 -52%
44 45
46
47 48