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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1451
Stratos Investment Management
Ohio
$769K +$375K +8,144 +90%
IG
1452
ING Group
Netherlands
$767K -$2.15M -46,663 -73%
WIS
1453
Wright Investors Service
Connecticut
$767K -$789K -17,132 -50%
SCM
1454
Schnieders Capital Management
California
$766K -$4.61K -100 -0.6%
ECA
1455
Elevated Capital Advisors
Utah
$766K +$689K +14,967 New
AWE
1456
Avidian Wealth Enterprises
Texas
$765K +$145K +3,141 +22%
SWK
1457
Stephen W. Kidder
$764K -$9.21K -200 -1%
FC
1458
Ferris Capital
Massachusetts
$764K +$10.9K +237 +1%
BAM
1459
Brave Asset Management
New Jersey
$763K -$244K -5,305 -24%
LSAG
1460
Lake Street Advisors Group
New Hampshire
$763K -$87.7K -1,904 -10%
IWAG
1461
Integer Wealth Advisors Group
Georgia
$763K – – –
MIA
1462
MainStreet Investment Advisors
Illinois
$761K -$1.11M -24,102 -59%
FBC
1463
Fairfield, Bush & Co
Connecticut
$755K – – –
JWA
1464
JFS Wealth Advisors
Pennsylvania
$753K -$36.4K -791 -4%
TFS
1465
Thoroughbred Financial Services
Tennessee
$751K -$677K -14,694 -47%
BCA
1466
Bray Capital Advisors
Florida
$751K +$20.7K +450 +3%
BMC
1467
Beaton Management Company
Massachusetts
$750K -$9.21K -200 -1%
IDBONY
1468
Israel Discount Bank of New York
New York
$748K -$189K -4,103 -20%
FMTCOCP
1469
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$747K -$6.91K -150 -0.9%
LPT
1470
Legacy Private Trust
Wisconsin
$746K +$2.63K +57 +0.3%
FBB
1471
Fulton Breakefield Broenniman
Maryland
$745K +$39.3K +853 +5%
LBD
1472
Landsberg Bennett & Dubbaneh
Florida
$745K +$249K +5,410 +48%
ACM
1473
Alethea Capital Management
Washington
$745K +$768K +16,668 New
BPA
1474
Beacon Pointe Advisors
California
$744K +$246K +5,346 +47%
QPWM
1475
Quadrant Private Wealth Management
Pennsylvania
$744K +$395K +8,584 +106%
57 58
59
60 61