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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2101
Faithward Advisors
Pennsylvania
$443K +$188K +3,142 +68%
FFP
2102
FourThought Financial Partners
Florida
$443K +$12.9K +215 +3%
JGUA
2103
John G. Ullman & Associates
New York
$443K -$205K -3,418 -30%
IAS
2104
IMA Advisory Services
Colorado
$442K – – –
SOAMC
2105
Spirit of America Management Corp
New York
$442K – – –
AWA
2106
Amplius Wealth Advisors
Pennsylvania
$441K -$26.5K -442 -5%
CAMG
2107
CWA Asset Management Group
Florida
$441K +$38.6K +644 +9%
SAM
2108
SignalPoint Asset Management
Missouri
$441K +$72.8K +1,214 +18%
XSC
2109
X-Square Capital
Puerto Rico
$441K – – –
GCM
2110
Goldstream Capital Management
Hong Kong
$440K – – –
HGERS
2111
Householder Group Estate & Retirement Specialist
Arizona
$437K +$468K +7,800 New
HIM
2112
Hillsdale Investment Management
Ontario, Canada
$436K +$288K +4,800 +161%
MSCM
2113
McElhenny Sheffield Capital Management
Texas
$435K -$120 -2 -0%
SC
2114
SRB Corp
Massachusetts
$435K +$39.9K +666 +9%
RWS
2115
Resolute Wealth Strategies
Mississippi
$435K -$12.5K -209 -3%
AIP
2116
Almanack Investment Partners
Pennsylvania
$433K -$94.7K -1,579 -17%
OL
2117
Owen LaRue
Kentucky
$432K -$27.4K -457 -6%
GAM
2118
Gould Asset Management
California
$432K -$1.5K -25 -0.3%
PIA
2119
Pinion Investment Advisors
Kansas
$431K -$11.8K -196 -2%
MHWM
2120
Montz Harcus Wealth Management
Louisiana
$430K -$840 -14 -0.2%
FH
2121
FWG Holdings
Florida
$430K +$1.02K +17 +0.2%
SMH
2122
Sanders Morris Harris
Texas
$430K – – –
CCM
2123
Canal Capital Management
Virginia
$429K +$480 +8 +0.1%
FA
2124
Fiduciary Alliance
South Carolina
$428K +$154K +2,575 +51%
RCA
2125
Ranch Capital Advisors
Florida
$427K -$33.5K -559 -7%
83 84
85
86 87