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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1176
Clear Harbor Asset Management
Connecticut
$614K – – –
VT
1177
Vise Technologies
New York
$607K +$120K +272 +24%
AIMA
1178
Ables Iannone Moore & Associates
Georgia
$606K – – –
HWMG
1179
Hurlow Wealth Management Group
Indiana
$605K -$26K -59 -4%
MPCG
1180
Matrix Private Capital Group
New York
$604K +$6.16K +14 +1%
SSW
1181
Smith Shellnut Wilson
Mississippi
$602K – – –
FPCP
1182
Fort Point Capital Partners
California
$598K -$16.7K -38 -3%
CT
1183
Chicago Trust
Illinois
$597K -$525K -1,194 -47%
RMC
1184
Resources Management Corp
Connecticut
$597K -$44K -100 -7%
FHA
1185
First Horizon Advisors
Tennessee
$594K +$5.28K +12 +0.9%
HCM
1186
Helios Capital Management
Singapore
$592K – – –
APC
1187
Aspire Private Capital
North Carolina
$590K +$9.68K +22 +2%
PWM
1188
Prentice Wealth Management
New York
$590K +$12.3K +28 +2%
FF
1189
Fluent Financial
Texas
$587K +$11.4K +26 +2%
FAM
1190
Formidable Asset Management
Ohio
$583K -$19.4K -44 -3%
FCBT
1191
First Citizens Bank & Trust
North Carolina
$578K -$62K -141 -10%
SWS
1192
SYSTM Wealth Solutions
Illinois
$576K -$1.26M -2,875 -69%
AAS
1193
Ameritas Advisory Services
Nebraska
$575K +$37.4K +85 +7%
SCP
1194
Sivia Capital Partners
California
$575K +$85.8K +195 +17%
MW
1195
Marcum Wealth
Ohio
$575K +$3.52K +8 +0.6%
PB
1196
Pinnacle Bancorp
Nebraska
$573K – – –
YDMI
1197
Y.D. More Investments
Israel
$571K +$880 +2 +0.2%
LTI
1198
Laffer Tengler Investments
Tennessee
$571K +$238K +541 +71%
AA
1199
Alta Advisers
United Kingdom
$570K – – –
SOAMC
1200
Spirit of America Management Corp
New York
$570K – – –
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