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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1151
Ironwood Investment Management
Massachusetts
$322K – – –
AAP
1152
Arax Advisory Partners
Colorado
$322K +$188 +3 +0.1%
OTL
1153
Oak Thistle LLC
New York
$322K +$343K +5,467 New
NCM
1154
Narwhal Capital Management
Georgia
$321K – – –
COF
1155
Capital One Financial
Virginia
$321K +$1.26K +20 +0.4%
KLWA
1156
Kelly Lawrence W & Associates
California
$320K -$143K -2,276 -30%
MMHP
1157
Murphy Middleton Hinkle & Parker
Georgia
$320K – – –
IFG
1158
Investors Financial Group
Minnesota
$319K -$245K -3,896 -42%
FC
1159
Forte Capital
New York
$319K -$121K -1,931 -26%
CRIG
1160
Charter Research & Investment Group
Connecticut
$319K -$16.9K -269 -5%
SMA
1161
Sage Mountain Advisors
Georgia
$319K +$65K +1,034 +24%
HWA
1162
Heritage Wealth Advisors
Virginia
$318K -$3.02K -48 -0.9%
RDWM
1163
Red Door Wealth Management
Tennessee
$318K +$8.79K +140 +3%
AUB
1164
Atlantic Union Bankshares
Virginia
$314K -$20.2K -322 -6%
IRC
1165
Investors Research Corp
Georgia
$314K -$4.33K -69 -1%
TAM
1166
Taurus Asset Management
New York
$314K -$1.19K -19 -0.4%
TWM
1167
TriaGen Wealth Management
California
$314K – – –
BBI
1168
Baxter Bros Inc
Connecticut
$313K -$3.83K -61 -1%
EAM
1169
Eagle Asset Management
Florida
$312K -$214K -3,408 -39%
PCG
1170
Private Capital Group
Connecticut
$312K -$9.61K -153 -3%
AWE
1171
Avidian Wealth Enterprises
Texas
$310K -$60.6K -965 -15%
SFG
1172
Summit Financial Group
West Virginia
$309K +$50.4K +802 +18%
BHWM
1173
Bar Harbor Wealth Management
New Hampshire
$309K +$330K +5,249 New
CT
1174
Caldwell Trust
Florida
$307K – – –
T
1175
TOBAM
France
$306K -$43.7K -695 -12%
45 46
47
48 49