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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1101
Spirit of America Management Corp
New York
$495K – – –
EFI
1102
EHP Funds Inc
Canada
$495K +$475K +1,300 New
PS
1103
Portfolio Strategies
New York
$493K – – –
NL
1104
NWAM LLC
Washington
$492K +$96.4K +264 +26%
FNFDCM
1105
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$488K – – –
AP
1106
Appleton Partners
Massachusetts
$487K -$34.7K -95 -6%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$485K +$146K +399 +46%
LW
1108
Linscomb Wealth
Texas
$483K -$2.19K -6 -0.5%
LAM
1109
L2 Asset Management
Massachusetts
$481K +$78.9K +216 +21%
DLA
1110
Douglas Lane & Associates
New York
$481K +$211K +578 +85%
APA
1111
Astoria Portfolio Advisors
New York
$479K +$26.3K +72 +6%
SICM
1112
Sustainable Insight Capital Management
New York
$476K +$233K +639 +105%
THWM
1113
Taylor Hoffman Wealth Management
Virginia
$475K +$54.8K +150 +14%
WAP
1114
Wealthcare Advisory Partners
Pennsylvania
$470K -$2.92K -8 -0.6%
AIM
1115
Anchor Investment Management
South Carolina
$468K +$332K +909 +284%
AWA
1116
Arete Wealth Advisors
Illinois
$465K -$40.9K -112 -8%
B
1117
Bridgeworth
Alabama
$465K +$446K +1,220 New
AF
1118
Alerus Financial
North Dakota
$465K -$1.46K -4 -0.3%
V
1119
VeraBank
Texas
$463K – – –
PWG
1120
Portside Wealth Group
Utah
$461K +$442K +1,209 New
PWM
1121
Prentice Wealth Management
New York
$458K +$56.6K +155 +15%
APW
1122
Aurora Private Wealth
New Jersey
$458K -$730 -2 -0.2%
CAM
1123
Costello Asset Management
Pennsylvania
$457K – – –
FFA
1124
Founders Financial Alliance
North Carolina
$456K +$438K +1,198 New
WMA
1125
Wealth Management Associates
New Jersey
$455K -$12.8K -35 -3%
43 44
45
46 47