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Name Holding Trade Value Shares
Change 		Change in
Stake
RL
1001
Retireful LLC
Michigan
$979K +$983K +6,157 New
AW
1002
Atlas Wealth
Ohio
$978K +$338K +2,116 +54%
ANBT
1003
American National Bank & Trust
Texas
$978K -$294K -1,843 -23%
EFMC
1004
Empire Financial Management Company
New York
$978K -$248K -1,556 -20%
IAS
1005
Insigneo Advisory Services
Florida
$977K -$254K -1,594 -21%
FB
1006
First Bancorp
Maine
$977K -$142K -888 -13%
HMS
1007
Hanseatic Management Services
New Mexico
$976K -$228K -1,429 -19%
BIG
1008
Brooklyn Investment Group
New York
$975K -$224K -1,406 -20%
CCM
1009
Cohen Capital Management
California
$975K -$248K -1,551 -20%
SWM
1010
Spire Wealth Management
Virginia
$972K -$525K -3,288 -35%
LSAG
1011
Lake Street Advisors Group
New Hampshire
$967K -$290K -1,814 -23%
NW
1012
NewEdge Wealth
Pennsylvania
$966K -$390K -2,440 -29%
PTCG
1013
Pring Turner Capital Group
California
$962K -$265K -1,657 -21%
HR
1014
Hardy Reed
Mississippi
$961K -$209K -1,312 -18%
PGIM
1015
Pacific Global Investment Management
California
$958K -$54.6K -342 -5%
CI
1016
Conning Inc
Connecticut
$954K -$182K -1,143 -16%
WT
1017
Washington Trust
Rhode Island
$951K -$230K -1,440 -19%
DIM
1018
DLK Investment Management
California
$951K -$554K -3,468 -37%
HS
1019
Horan Securities
United States
$946K +$130K +812 +16%
DAM
1020
Diamant Asset Management
Connecticut
$944K -$13.1K -82 -1%
CWM
1021
Congress Wealth Management
Massachusetts
$942K -$149K -934 -14%
QIM
1022
Quest Investment Management
Oregon
$942K -$239K -1,499 -20%
TCOTS
1023
Trust Company of the South
North Carolina
$939K -$225K -1,407 -19%
AWA
1024
Arkadios Wealth Advisors
Georgia
$935K -$33.5K -210 -3%
MWM
1025
Modern Wealth Management
Kansas
$935K +$234K +1,466 +33%
39 40
41
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