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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1026
SimplyRich
California
$5.38M – – –
FLI
1027
Family Legacy Inc
South Carolina
$5.38M +$28.6K +90 +0.5%
BAM
1028
Belpointe Asset Management
Nevada
$5.37M +$205K +646 +4%
HH
1029
Hilltop Holdings
Texas
$5.36M +$482K +1,516 +10%
SSI
1030
Scott & Selber Inc
Texas
$5.35M -$18.1K -57 -0.3%
PCA
1031
Pallas Capital Advisors
Massachusetts
$5.34M +$1.12M +3,522 +28%
AMM
1032
American Money Management
California
$5.33M +$2.64M +8,304 +99%
LCM
1033
Laurion Capital Management
New York
$5.33M +$4.81M +15,108 +944%
FFA
1034
First Foundation Advisors
California
$5.32M +$73.8K +232 +1%
PA
1035
Procyon Advisors
Connecticut
$5.32M +$366K +1,152 +7%
CIA
1036
Covington Investment Advisors
Pennsylvania
$5.32M +$5.31M +16,686 New
TLP
1037
Trinity Legacy Partners
Texas
$5.32M -$97.3K -306 -2%
EP
1038
Eudaimonia Partners
Tennessee
$5.32M -$42.6K -134 -0.8%
CWP
1039
CFM Wealth Partners
Texas
$5.29M +$119K +375 +2%
JIP
1040
Jaffetilchin Investment Partners
Florida
$5.29M +$2.29M +7,187 +67%
DE
1041
Day & Ennis
Georgia
$5.28M +$1.27K +4 +0%
RA
1042
RFG Advisory
Alabama
$5.27M +$64.6K +203 +1%
GA
1043
Gateway Advisory
New Jersey
$5.26M +$50.3K +158 +1%
GCM
1044
Gables Capital Management
Florida
$5.25M -$736K -2,315 -12%
CAM
1045
Carret Asset Management
New York
$5.25M +$13.4K +42 +0.3%
SFI
1046
Susquehanna Fundamental Investments
Pennsylvania
$5.24M – – –
IEFM
1047
IQ EQ Fund Management
Ireland
$5.23M -$172K -542 -3%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$5.22M +$8.59K +27 +0.2%
IFG
1049
Independent Financial Group
California
$5.22M +$284K +893 +6%
SSWM
1050
Smith Salley Wealth Management
North Carolina
$5.21M -$1.24M -3,898 -19%
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