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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1101
Regatta Capital Group
California
$356K +$42.9K +137 +14%
IIM
1102
InTrack Investment Management
Vermont
$354K +$340K +1,084 New
AIIMS
1103
Analyst IMS Investment Management Services
Israel
$353K -$21.6K -69 -6%
UBV
1104
United Bank (Virginia)
Virginia
$351K -$7.21K -23 -2%
WSC
1105
Wellington Shields & Co
New York
$350K -$11K -35 -3%
DSC
1106
Duncker Streett & Co
Missouri
$350K – – –
LFA
1107
Legacy Financial Advisors
Kentucky
$349K +$79.3K +253 +31%
SFO
1108
Stokes Family Office
Louisiana
$349K +$627 +2 +0.2%
IFWM
1109
Institute for Wealth Management
Colorado
$346K +$23.8K +76 +8%
MWPCG
1110
Measured Wealth Private Client Group
New Hampshire
$345K – – –
SIC
1111
Samalin Investment Counsel
New York
$343K -$940 -3 -0.3%
PA
1112
Procyon Advisors
Connecticut
$343K +$49.8K +159 +18%
RPWA
1113
Regent Peak Wealth Advisors
Georgia
$343K +$47.6K +152 +17%
KFGK
1114
Keystone Financial Group (Kentucky)
Kentucky
$342K – – –
HI
1115
Harbour Investments
Wisconsin
$342K +$37.9K +121 +13%
AIA
1116
Angeles Investment Advisors
California
$341K +$328K +1,046 New
AWM
1117
Atticus Wealth Management
Florida
$340K -$33.5K -107 -9%
FFA
1118
Founders Financial Alliance
North Carolina
$336K -$1.25K -4 -0.4%
MAM
1119
Meeder Asset Management
Ohio
$335K -$2.06M -6,576 -86%
GIA
1120
GHP Investment Advisors
Colorado
$334K – – –
KI
1121
Kula Investments
Illinois
$333K +$320K +1,022 New
CF
1122
Corrigan Financial
Rhode Island
$333K -$60.8K -194 -16%
KFC
1123
Klingenstein Fields & Co
New York
$333K -$4.39K -14 -1%
PTB
1124
Pioneer Trust Bank
Oregon
$331K -$8.15K -26 -2%
SCA
1125
STALEY CAPITAL ADVISERS
Pennsylvania
$329K – – –
43 44
45
46 47