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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1176
Gofen & Glossberg
Illinois
$321K +$44.3K +160 +15%
QP
1177
Quilter Plc
United Kingdom
$319K -$16.3K -59 -5%
SCM
1178
Southport Capital Management
Tennessee
$318K +$111K +399 +48%
FLI
1179
Family Legacy Inc
South Carolina
$316K +$3.6K +13 +1%
BHBT
1180
Burke & Herbert Bank & Trust
Virginia
$315K – – –
NG
1181
Northstar Group
New York
$314K -$16.1K -58 -5%
FCFC
1182
First Commonwealth Financial Corp
Pennsylvania
$314K – – –
AWA
1183
Arete Wealth Advisors
Illinois
$314K +$20.8K +75 +7%
9WM
1184
9258 Wealth Management
Ohio
$312K +$25.2K +91 +8%
SFSIG
1185
San Francisco Sentry Investment Group
California
$311K +$87.2K +315 +36%
IA
1186
Insight Advisors
Pennsylvania
$311K +$332K +1,198 New
FRA
1187
Frank Rimerman Advisors
California
$311K +$332K +1,197 New
AFP
1188
Ausdal Financial Partners
Iowa
$310K +$8.31K +30 +2%
CCFM
1189
Clear Creek Financial Management
Washington
$309K +$330K +1,192 New
MSFS
1190
Main Street Financial Solutions
Pennsylvania
$307K +$328K +1,183 New
SIM
1191
Sonora Investment Management
Arizona
$305K -$34.9K -126 -10%
CT
1192
Coastline Trust
Rhode Island
$305K -$22.2K -80 -6%
IRAG
1193
Investment Research & Advisory Group
Georgia
$304K – – –
BB
1194
Bell Bank
North Dakota
$304K +$325K +1,172 New
WA
1195
Waverly Advisors
Alabama
$299K +$25.2K +91 +8%
SL
1196
Summitry LLC
California
$299K +$34.6K +125 +12%
HI
1197
Hendershot Investments
Virginia
$298K – – –
WPW
1198
Waldron Private Wealth
Pennsylvania
$298K +$15.8K +57 +5%
DFG
1199
Demars Financial Group
Washington
$297K -$33.2K -120 -9%
FSA
1200
Franklin Street Advisors
North Carolina
$294K +$8.59K +31 +3%
46 47
48
49 50