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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1151
Main Street Financial Solutions
Pennsylvania
$402K -$1.37K -6 -0.4%
LWM
1152
Lodestone Wealth Management
Washington
$401K -$46K -201 -11%
PCM
1153
Pointe Capital Management
Michigan
$400K +$5.95K +26 +2%
LCGC
1154
Legacy Capital Group California
California
$398K +$10.8K +47 +3%
NVIM
1155
New Vernon Investment Management
Illinois
$397K – – –
AWCI
1156
Alpine Woods Capital Investors
New York
$394K -$4.12K -18 -1%
SP
1157
Saranac Partners
$394K – – –
ORAM
1158
One River Asset Management
Connecticut
$392K -$20.6K -90 -5%
SC
1159
SouthState Corp
Florida
$392K – – –
SIM
1160
Sentry Investment Management
Wisconsin
$392K – – –
BCM
1161
Becker Capital Management
Oregon
$391K -$101K -442 -22%
SFG
1162
StrategIQ Financial Group
Indiana
$389K +$1.37K +6 +0.4%
NF
1163
Nikulski Financial
Iowa
$387K – – –
IF
1164
Intrua Financial
Texas
$385K -$87K -380 -20%
WAP
1165
Wealthcare Advisory Partners
Pennsylvania
$383K +$19.2K +84 +6%
MIM
1166
Morningstar Investment Management
Illinois
$381K +$352K +1,537 New
TNB
1167
Thomasville National Bank
Georgia
$379K -$3.43K -15 -1%
WSCM
1168
Wellington Shields Capital Management
New York
$378K – – –
GLA
1169
Great Lakes Advisors
Illinois
$378K -$806K -3,520 -70%
TWM
1170
Tradition Wealth Management
Minnesota
$377K +$12.6K +55 +4%
MWM
1171
Meridian Wealth Management
Kentucky
$376K +$18.5K +81 +6%
BJL
1172
Brighton Jones LLC
Washington
$375K +$73.2K +320 +27%
RIA
1173
Regal Investment Advisors
Michigan
$375K -$4.81K -21 -1%
BFA
1174
Bragg Financial Advisors
North Carolina
$373K – – –
PT
1175
Plimoth Trust
Massachusetts
$373K -$13.7K -60 -4%
45 46
47
48 49