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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1201
FCA Corp
Texas
$388K +$360K +1,500 New
IC
1202
Inverness Counsel
New York
$388K +$360K +1,500 New
IIC
1203
Integrated Investment Consultants
Michigan
$387K +$57.4K +239 +19%
HWM
1204
Hohimer Wealth Management
Washington
$386K -$1.03M -4,279 -74%
MFG
1205
Monte Financial Group
Connecticut
$385K -$327K -1,363 -48%
AG
1206
Ascent Group
Virginia
$385K +$377K +1,572 New
PT
1207
Plimoth Trust
Massachusetts
$384K +$356K +1,485 New
GPA
1208
Guerra Pan Advisors
New Jersey
$381K +$354K +1,474 New
RIA
1209
Regal Investment Advisors
Michigan
$378K -$34.1K -142 -9%
TSWM
1210
Triangle Securities Wealth Management
North Carolina
$377K +$54K +225 +18%
AG
1211
AIA Group
Hong Kong
$376K -$132K -552 -28%
WP
1212
WealthSource Partners
California
$376K -$38.6K -161 -10%
HA
1213
HYA Advisors
Missouri
$376K -$5.04K -21 -1%
CS
1214
Comerica Securities
Michigan
$376K +$240 +1 +0.1%
DMBA
1215
Deseret Mutual Benefit Administrators
Utah
$376K +$27.4K +114 +9%
RHBC
1216
R.H. Bluestein & Co
Michigan
$375K – – –
IA
1217
IFG Advisory
Georgia
$374K -$19.7K -82 -5%
AA
1218
ALPS Advisors
Colorado
$372K +$3.6K +15 +1%
MIM
1219
MTM Investment Management
South Carolina
$371K – – –
SW
1220
SkyOak Wealth
Michigan
$371K +$18K +75 +6%
AWE
1221
Avidian Wealth Enterprises
Texas
$369K +$82.3K +343 +32%
RWP
1222
RWA Wealth Partners
Massachusetts
$368K +$5.04K +21 +1%
FLI
1223
Family Legacy Inc
South Carolina
$367K +$5.76K +24 +2%
SP
1224
Symmetry Partners
Connecticut
$366K -$604K -2,518 -64%
BL
1225
Balentine LLC
Georgia
$366K +$340K +1,415 New
47 48
49
50 51