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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1176
bLong Financial
Tennessee
$391K +$388K +1,390 New
AC
1177
Avestar Capital
New York
$391K +$36K +129 +10%
DCM
1178
DGS Capital Management
New Jersey
$390K -$4.75K -17 -1%
PFA
1179
Pure Financial Advisors
California
$389K -$1.4K -5 -0.4%
SC
1180
SouthState Corp
Florida
$389K -$27.1K -97 -7%
NVIM
1181
New Vernon Investment Management
Illinois
$388K +$5.53M +19,822 +1,239%
IB
1182
Intrust Bank
Kansas
$387K -$52.2K -187 -12%
GWM
1183
Geneos Wealth Management
Colorado
$387K -$55.8K -200 -13%
PWP
1184
Phillips Wealth Planners
Mississippi
$385K -$2.23K -8 -0.6%
AWM
1185
Aprio Wealth Management
Georgia
$385K +$39.1K +140 +11%
EWM
1186
Evercore Wealth Management
New York
$383K -$3.91K -14 -1%
MCM
1187
MV Capital Management
Maryland
$382K -$838 -3 -0.2%
HWA
1188
Heartwood Wealth Advisors
Virginia
$381K – – –
CCFM
1189
Clear Creek Financial Management
Washington
$381K +$53.3K +191 +16%
BPFA
1190
Barnes Pettey Financial Advisors
Mississippi
$381K – – –
WSCM
1191
Wellington Shields Capital Management
New York
$380K -$27.9K -100 -7%
LWL
1192
Leo Wealth LLC
Texas
$378K +$838 +3 +0.2%
ESBC
1193
E.S. Barr & Co
Kentucky
$378K – – –
DFG
1194
Delta Financial Group
New Jersey
$375K +$558 +2 +0.2%
MWM
1195
Massachusetts Wealth Management
Massachusetts
$374K – – –
EFS
1196
Essex Financial Services
Connecticut
$374K -$11.7K -42 -3%
NCFG
1197
New Century Financial Group
New Jersey
$373K -$3.91K -14 -1%
CAM
1198
Columbia Asset Management
Michigan
$373K -$25.4K -91 -6%
NB
1199
NBT Bank
New York
$372K -$15.6K -56 -4%
CFG
1200
Citizens Financial Group
Rhode Island
$372K +$4.47K +16 +1%
46 47
48
49 50