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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1376
Allen Investment Management
New York
$965K – – –
LF
1377
Lantz Financial
Illinois
$964K -$28.3K -129 -3%
AAG
1378
Armstrong Advisory Group
Massachusetts
$963K +$19.3K +88 +2%
BC
1379
Burney Company
Virginia
$963K +$196K +894 +31%
VWA
1380
VERITY Wealth Advisors
United States
$961K – – –
KCM
1381
Kathmere Capital Management
Pennsylvania
$956K -$159K -723 -16%
AFGAS
1382
Allegiance Financial Group Advisory Services
Virginia
$953K -$22.6K -103 -3%
RBI
1383
Raiffeisen Bank International
Austria
$952K +$74.6K +340 +10%
FFG
1384
Fortem Financial Group
California
$951K +$3.29K +15 +0.4%
SC
1385
Searle & Co
Connecticut
$950K – – –
CPRC
1386
Consolidated Portfolio Review Corp
New York
$949K +$809K +3,689 New
YIM
1387
Yoffe Investment Management
Pennsylvania
$948K – – –
AWM
1388
Angeles Wealth Management
California
$945K +$70.2K +320 +10%
MWP
1389
Moller Wealth Partners
$945K +$8.34K +38 +1%
AA
1390
Ancora Advisors
Ohio
$944K +$56.4K +257 +8%
NG
1391
Northstar Group
New York
$944K -$5.49K -25 -0.7%
EM
1392
Excalibur Management
Massachusetts
$944K – – –
CWP
1393
Cyndeo Wealth Partners
Florida
$943K +$1.1K +5 +0.1%
RWM
1394
Revisor Wealth Management
Ohio
$938K +$8.34K +38 +1%
FMTC
1395
Farmers & Merchants Trust Company
California
$938K +$39.7K +181 +5%
AWM
1396
Accurate Wealth Management
Florida
$937K +$46.3K +211 +6%
TSMHT
1397
Thurston Springer Miller Herd & Titak
Indiana
$937K -$38.6K -176 -5%
CUAMC
1398
China Universal Asset Management Company
China
$937K -$521K -2,375 -39%
HWA
1399
Heritage Wealth Advisors
Virginia
$936K – – –
SFI
1400
SPC Financial Inc
Maryland
$934K – – –
54 55
56
57 58