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Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
1001
Van Cleef Asset Management
Ohio
$5.46M -$127K -365 -2%
AIM
1002
Anchor Investment Management
South Carolina
$5.44M -$198K -572 -3%
AWA
1003
Arkadios Wealth Advisors
Georgia
$5.44M +$190K +547 +3%
DA
1004
Duality Advisers
Florida
$5.42M +$4.53M +13,050 +258%
HIP
1005
Harrell Investment Partners
Texas
$5.41M +$59K +170 +0.9%
OPS
1006
Orion Portfolio Solutions
Nebraska
$5.41M +$598K +1,725 +11%
FFA
1007
First Foundation Advisors
California
$5.4M +$130K +374 +2%
JAM
1008
JCIC Asset Management
Ontario, Canada
$5.38M -$95.4K -275 -2%
AAIM
1009
Asset Advisors Investment Management
Georgia
$5.35M -$58.3K -168 -0.9%
SSWM
1010
Smith Salley Wealth Management
North Carolina
$5.35M +$327K +942 +6%
NHC
1011
Nicholas Hoffman & Company
Georgia
$5.34M +$185K +533 +3%
GGS
1012
Galvin Gaustad & Stein
Arizona
$5.33M +$1.42M +4,091 +30%
IFG
1013
Independent Financial Group
California
$5.32M +$94K +271 +2%
AG
1014
Ascent Group
Virginia
$5.32M +$223K +644 +4%
BCMO
1015
Buckingham Capital Management (Ohio)
Ohio
$5.32M -$416K -1,199 -6%
SCA
1016
Stokes Capital Advisors
South Carolina
$5.31M -$92.6K -267 -1%
TWMP
1017
Taylor Wealth Management Partners
Massachusetts
$5.29M -$283K -816 -4%
AWAG
1018
ARS Wealth Advisors Group
Florida
$5.28M -$99.9K -288 -2%
AAMA
1019
Advanced Asset Management Advisors
Ohio
$5.27M – – –
CGL
1020
Clarius Group LLC
Washington
$5.25M – – –
HC
1021
Hourglass Capital
Texas
$5.24M -$76.3K -220 -1%
IAMOG
1022
Investors Asset Management of Georgia
Georgia
$5.23M -$3.47K -10 -0.1%
SWMG
1023
Signature Wealth Management Group
Georgia
$5.23M +$2M +5,758 +49%
FNBOMD
1024
First National Bank of Mount Dora
Florida
$5.23M -$1.27M -3,652 -17%
WC
1025
Winmill & Co
New Hampshire
$5.21M – – –
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