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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1126
Romano Brothers & Co
Illinois
$841K +$11.4K +25 +1%
WAG
1127
Windsor Advisory Group
Ohio
$837K -$13.2K -29 -1%
AF
1128
Ally Financial
Michigan
$837K – – –
USGIU
1129
U.S. Global Investors (USGI)
Texas
$837K – – –
TIA
1130
Trust Investment Advisors
Indiana
$836K -$25.1K -55 -3%
CP
1131
Clarendon Private
Massachusetts
$833K +$906K +1,989 New
KIM
1132
Kestra Investment Management
Texas
$831K -$652K -1,431 -42%
SIM
1133
Sentry Investment Management
Wisconsin
$830K +$293K +642 +48%
DA
1134
Drake & Associates
Wisconsin
$830K -$29.6K -65 -3%
CFP
1135
Catalyst Financial Partners
Massachusetts
$829K +$7.75K +17 +0.9%
TCWM
1136
Total Clarity Wealth Management
Illinois
$827K -$5.92K -13 -0.7%
IAN
1137
Integrated Advisors Network
Texas
$822K +$911 +2 +0.1%
RB
1138
Renasant Bank
Mississippi
$817K +$295K +648 +50%
SIA
1139
Strategic Investment Advisors
Michigan
$817K -$97.1K -213 -10%
SWA
1140
Strategies Wealth Advisors
Michigan
$812K +$807K +1,771 New
IWA
1141
IBEX Wealth Advisors
New Jersey
$804K -$12.6M -27,742 -94%
SFSG
1142
Sound Financial Strategies Group
Mississippi
$798K +$126K +276 +17%
BOH
1143
Bank of Hawaii
Hawaii
$795K – – –
ECM
1144
Exchange Capital Management
Michigan
$792K -$19.1K -42 -2%
BMC
1145
Beaton Management Company
Massachusetts
$788K – – –
HIC
1146
Holderness Investments Company
North Carolina
$788K -$7.75K -17 -0.9%
GIC
1147
Generali Investments CEE
Czech Republic
$788K +$857K +1,881 New
CFG
1148
Carr Financial Group
Massachusetts
$780K +$2.28K +5 +0.3%
EWM
1149
Evercore Wealth Management
New York
$779K +$20.5K +45 +2%
EFG
1150
Everhart Financial Group
Ohio
$776K -$74.3K -163 -8%
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