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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
726
RB Capital Management
Nevada
$269K +$1.12K +5 +0.4%
CFCI
727
Comprehensive Financial Consultants Institutional
Indiana
$267K – – –
SOAMC
728
Spirit of America Management Corp
New York
$267K – – –
EPA
729
Element Pointe Advisors
Florida
$265K +$256K +1,144 New
BFAG
730
Blackston Financial Advisory Group
Florida
$264K -$14.8K -66 -5%
HTC
731
Haverford Trust Company
Pennsylvania
$262K – – –
SGI
732
Summit Global Investments
Utah
$259K +$18.8K +84 +8%
FWMM
733
Foundation Wealth Management (Missouri)
Missouri
$257K -$67.2K -300 -21%
KJWM
734
Kiley Juergens Wealth Management
Washington
$257K +$248K +1,107 New
SACTSONJ
735
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$257K +$248K +1,107 New
CWG
736
Cornerstone Wealth Group
North Carolina
$256K +$216K +965 New
TFIPS
737
Towarzystwo Funduszy Inwestycyjnych PZU SA
$255K -$24.6K -110 -9%
IIC
738
Ironwood Investment Counsel
Arizona
$255K – – –
WRPWM
739
Werba Rubin Papier Wealth Management
California
$252K -$43.2K -193 -15%
PAW
740
Plan A Wealth
Nebraska
$252K +$243K +1,085 New
TAM
741
Tocqueville Asset Management
New York
$251K – – –
FNBOH
742
First National Bank of Hutchinson
Kansas
$250K +$2.46K +11 +1%
TC
743
Trust Company
Kansas
$250K +$11.2K +50 +5%
RIL
744
Rothschild Investment LLC
Illinois
$250K +$150K +671 +165%
SWP
745
Stratos Wealth Partners
Ohio
$250K -$9.18K -41 -4%
EA
746
Everpar Advisors
Oklahoma
$248K +$240K +1,070 New
PGAM
747
Princeton Global Asset Management
New Jersey
$248K +$224K +1,000 +1,449%
PGFC
748
Peapack-Gladstone Financial Corp
New Jersey
$248K +$6.27K +28 +3%
VA
749
VestGen Advisors
Illinois
$247K +$233K +1,043 New
WAAG
750
Wealth Alliance Advisory Group
Kansas
$245K -$22.4K -100 -9%
28 29
30
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