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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1751
BerganKDV Wealth Management
Minnesota
$872K +$57.4K +158 +7%
SOAMC
1752
Spirit of America Management Corp
New York
$872K -$72.6K -200 -8%
LAI
1753
Legal Advantage Investments
California
$872K – – –
TFM
1754
TFC Financial Management
Massachusetts
$870K +$4K +11 +0.5%
CT
1755
Cambridge Trust
Massachusetts
$869K -$45.8K -126 -5%
WAAG
1756
Wealth Alliance Advisory Group
Kansas
$869K -$195K -537 -18%
PTC
1757
Provident Trust Company
Wisconsin
$869K – – –
LC
1758
Lavaca Capital
Texas
$865K +$54.8K +151 +7%
JHCP
1759
Jackson Hole Capital Partners
Oklahoma
$865K +$429K +1,180 +98%
PFG
1760
PAX Financial Group
Texas
$862K -$17.1K -47 -2%
JSW
1761
Journey Strategic Wealth
New Jersey
$860K -$48.3K -133 -5%
APA
1762
Astoria Portfolio Advisors
New York
$856K -$28K -77 -3%
VEA
1763
Virtus ETF Advisers
New York
$851K -$77K -212 -8%
DMBA
1764
Deseret Mutual Benefit Administrators
Utah
$851K +$28.3K +78 +3%
CANY
1765
Caxton Associates (New York)
New York
$843K +$843K +2,321 New
FWTB
1766
First Western Trust Bank
Colorado
$841K +$21.8K +60 +3%
EAM
1767
Evanson Asset Management
California
$839K – – –
DFG
1768
Demars Financial Group
Washington
$836K -$26.5K -73 -3%
BAMG
1769
Brand Asset Management Group
Missouri
$836K -$109K -300 -12%
3IP
1770
3Chopt Investment Partners
Virginia
$836K +$175K +483 +27%
OLVIG
1771
Oliver Lagore Vanvalin Investment Group
Michigan
$835K -$58.1K -160 -7%
TCM
1772
Tributary Capital Management
Nebraska
$834K -$20K -55 -2%
LIM
1773
Lagoda Investment Management
New York
$832K -$7.26K -20 -0.9%
SFG
1774
SevenBridge Financial Group
Pennsylvania
$831K – – –
HCM
1775
Hollencrest Capital Management
California
$825K +$735K +2,023 +816%
69 70
71
72 73