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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1151
Lodestone Wealth Management
Washington
$401K -$46K -201 -11%
PCM
1152
Pointe Capital Management
Michigan
$400K +$5.95K +26 +2%
LCGC
1153
Legacy Capital Group California
California
$398K +$10.8K +47 +3%
NVIM
1154
New Vernon Investment Management
Illinois
$397K – – –
AWCI
1155
Alpine Woods Capital Investors
New York
$394K -$4.12K -18 -1%
SP
1156
Saranac Partners
$394K – – –
ORAM
1157
One River Asset Management
Connecticut
$392K -$20.6K -90 -5%
SC
1158
SouthState Corp
Florida
$392K – – –
SIM
1159
Sentry Investment Management
Wisconsin
$392K – – –
BCM
1160
Becker Capital Management
Oregon
$391K -$101K -442 -22%
SFG
1161
StrategIQ Financial Group
Indiana
$389K +$1.37K +6 +0.4%
NF
1162
Nikulski Financial
Iowa
$387K – – –
IF
1163
Intrua Financial
Texas
$385K -$87K -380 -20%
WAP
1164
Wealthcare Advisory Partners
Pennsylvania
$383K +$19.2K +84 +6%
MIM
1165
Morningstar Investment Management
Illinois
$381K +$352K +1,537 New
TNB
1166
Thomasville National Bank
Georgia
$379K -$3.43K -15 -1%
WSCM
1167
Wellington Shields Capital Management
New York
$378K – – –
GLA
1168
Great Lakes Advisors
Illinois
$378K -$806K -3,520 -70%
TWM
1169
Tradition Wealth Management
Minnesota
$377K +$12.6K +55 +4%
MWM
1170
Meridian Wealth Management
Kentucky
$376K +$18.5K +81 +6%
BJL
1171
Brighton Jones LLC
Washington
$375K +$73.2K +320 +27%
RIA
1172
Regal Investment Advisors
Michigan
$375K -$4.81K -21 -1%
BFA
1173
Bragg Financial Advisors
North Carolina
$373K – – –
PT
1174
Plimoth Trust
Massachusetts
$373K -$13.7K -60 -4%
SOAMC
1175
Spirit of America Management Corp
New York
$372K – – –
45 46
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