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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1076
Montag & Associates
Georgia
$827K -$130K -815 -14%
HCM
1077
Hengehold Capital Management
Ohio
$826K -$133K -833 -14%
GWA
1078
Gratus Wealth Advisors
Virginia
$826K +$829K +5,190 New
BBNA
1079
Bremer Bank National Association
Minnesota
$825K +$41.7K +261 +5%
SG
1080
StoneX Group
New York
$825K -$162K -1,013 -16%
SQA
1081
Simon Quick Advisors
New Jersey
$815K -$888K -5,560 -52%
GWM
1082
Glass Wealth Management
Texas
$813K -$294K -1,842 -26%
SFI
1083
Susquehanna Fundamental Investments
Pennsylvania
$811K +$814K +5,100 New
PHS
1084
Pekin Hardy Strauss
Illinois
$810K -$59.9K -375 -7%
O
1085
Ossiam
France
$810K -$163K -1,024 -17%
MM
1086
Meridian Management
Arkansas
$809K -$205K -1,281 -20%
TWM
1087
TriaGen Wealth Management
California
$808K -$344K -2,157 -30%
WA
1088
Wealthstream Advisors
New York
$805K -$215K -1,344 -21%
CSPIA
1089
Cary Street Partners Investment Advisory
Virginia
$801K -$69.3K -434 -8%
VT
1090
Vise Technologies
New York
$800K -$158K -992 -16%
GFP
1091
Gryphon Financial Partners
Ohio
$799K -$545K -3,412 -40%
FWA
1092
FSM Wealth Advisors
Ohio
$797K -$68.2K -427 -8%
HA
1093
Harbor Advisors
Florida
$795K -$202K -1,265 -20%
SEIA
1094
Signature Estate & Investment Advisors
California
$794K +$798K +4,997 New
AIM
1095
Avity Investment Management
Connecticut
$788K -$220K -1,380 -22%
LIM
1096
Leavell Investment Management
Alabama
$788K +$378K +2,365 +91%
CFMC
1097
Curbstone Financial Management Corp
New Hampshire
$787K -$220K -1,378 -22%
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
$786K -$203K -1,272 -20%
RIA
1099
Realta Investment Advisors
Delaware
$781K -$163K -1,021 -17%
HA
1100
HFG Advisors
Ohio
$781K -$77.4K -485 -9%
42 43
44
45 46