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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1176
Bill Few Associates
Pennsylvania
$842K -$45.7K -1,396 -5%
CSC
1177
Caldwell Sutter Capital
California
$841K +$2.29K +70 +0.3%
ICM
1178
IMS Capital Management
Oregon
$840K +$688 +21 +0.1%
LA
1179
Lakeside Advisors
Washington
$839K -$29.3K -895 -3%
HWMA
1180
Heritage Wealth Management (Arizona)
Arizona
$838K -$213K -6,500 -19%
HFO
1181
Heritage Family Offices
Arizona
$838K +$886K +27,051 New
JMFC
1182
J.M. Forbes & Co
Massachusetts
$836K -$18.8K -575 -2%
TPI
1183
Trust Point Inc
Wisconsin
$835K -$104K -3,178 -11%
LC
1184
LCNB Corp
Ohio
$835K -$118K -3,595 -12%
WIA
1185
World Investment Advisors
California
$834K +$720K +21,964 +441%
AWG
1186
Altus Wealth Group
Colorado
$831K +$29.3K +893 +3%
LSAG
1187
Lake Street Advisors Group
New Hampshire
$830K -$228K -6,965 -21%
MTIC
1188
Missouri Trust & Investment Company
Missouri
$830K +$142K +4,325 +19%
CWP
1189
Cyndeo Wealth Partners
Florida
$827K -$39K -1,190 -4%
PA
1190
PFG Advisors
Arizona
$827K -$227K -6,927 -21%
IAS
1191
Investment Advisory Services
Texas
$827K -$241K -7,341 -22%
CI
1192
Conning Inc
Connecticut
$824K +$33.9K +1,036 +4%
IB
1193
Intrust Bank
Kansas
$824K -$353K -10,760 -29%
IAMOG
1194
Investors Asset Management of Georgia
Georgia
$824K +$1.08K +33 +0.1%
DACS
1195
Dymon Asia Capital (Singapore)
Singapore
$821K +$868K +26,500 New
RWB
1196
RMR Wealth Builders
New Jersey
$819K -$4.42K -135 -0.5%
CWM
1197
Compass Wealth Management
Connecticut
$818K -$296K -9,046 -26%
IIM
1198
Intact Investment Management
Quebec, Canada
$817K +$524K +15,980 +154%
CFD
1199
Creative Financial Designs
Indiana
$815K -$5.5K -168 -0.6%
ACM
1200
Allred Capital Management
Texas
$812K +$25.6K +780 +3%
46 47
48
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