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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1801
Dividend Assets Capital
South Carolina
$861K +$8.84K +158 +1%
WA
1802
Wealth Alliance
New York
$861K +$805K +14,386 New
NHC
1803
Nicholas Hoffman & Company
Georgia
$860K -$22K -394 -3%
AFP
1804
Ausdal Financial Partners
Iowa
$859K -$48.5K -866 -6%
MCWA
1805
Meadow Creek Wealth Advisors
Georgia
$856K +$801K +14,309 New
CST
1806
Charles Schwab Trust
Nevada
$854K +$124K +2,224 +18%
CA
1807
Claro Advisors
Massachusetts
$853K +$5.6K +100 +0.7%
JCM
1808
Janney Capital Management
Pennsylvania
$852K +$27.7K +495 +4%
ACM
1809
Anfield Capital Management
California
$850K +$714K +12,757 New
VCP
1810
Vista Capital Partners
Oregon
$848K -$37.9K -677 -5%
SWRP
1811
Summit Wealth & Retirement Planning
California
$847K +$504 +9 +0.1%
TC
1812
TownSquare Capital
Utah
$840K -$269K -4,813 -26%
LC
1813
Lindbrook Capital
California
$839K -$12.6K -225 -2%
APW
1814
Aurora Private Wealth
New Jersey
$838K +$784K +14,002 New
SIA
1815
Starfire Investment Advisers
Michigan
$837K -$25.6K -458 -3%
AWM
1816
Aberdeen Wealth Management
Illinois
$837K +$782K +13,980 New
BDWM
1817
Brewin Dolphin Wealth Management
Ireland
$837K -$143K -2,550 -15%
SW
1818
SlateStone Wealth
Florida
$833K +$433K +7,739 +126%
BBP
1819
Banco BTG Pactual
Brazil
$832K -$1.62K -29 -0.2%
HIM
1820
Hillsdale Investment Management
Ontario, Canada
$828K – – –
IAS
1821
IMA Advisory Services
Colorado
$826K -$1.74M -31,175 -69%
SCA
1822
Sippican Capital Advisors
Massachusetts
$825K -$8.39K -150 -1%
SG
1823
StoneX Group
New York
$824K +$85.2K +1,523 +12%
BEAM
1824
Baker Ellis Asset Management
Washington
$822K -$97.9K -1,750 -11%
OAM
1825
Occidental Asset Management
California
$821K +$5.6K +100 +0.7%
71 72
73
74 75