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Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
1901
New Century Financial Group
New Jersey
$1.39M -$138K -266 -9%
ANB
1902
Amarillo National Bank
Texas
$1.39M – – –
DIM
1903
Delta Investment Management
California
$1.38M -$168K -324 -11%
CA
1904
CoreCap Advisors
Michigan
$1.38M +$178K +344 +15%
BAM
1905
Beaumont Asset Management
Texas
$1.37M -$25.9K -50 -2%
DL
1906
DOHJ LLC
Washington
$1.37M +$25.9K +50 +2%
CFM
1907
Catalyst Funds Management
Australia
$1.37M +$1.04M +2,000 +333%
NFC
1908
Northstar Financial Companies
Pennsylvania
$1.37M +$1.35M +2,599 New
VC
1909
Veracity Capital
Georgia
$1.37M +$44K +85 +3%
JJBC
1910
James J. Burns & Company
New York
$1.37M – – –
CIM
1911
CIM Investment Management
Pennsylvania
$1.36M -$18.1K -35 -1%
PWMG
1912
Prestige Wealth Management Group
New Jersey
$1.36M +$108K +209 +9%
ITIM
1913
Indiana Trust & Investment Management
Indiana
$1.36M +$295K +570 +28%
SMA
1914
Seven Mile Advisory
New Jersey
$1.36M +$108K +208 +9%
CM
1915
Cercano Management
Washington
$1.36M -$18.2M -35,163 -93%
DWM
1916
Drive Wealth Management
Utah
$1.35M +$16.6K +32 +1%
FNBOH
1917
First National Bank of Hutchinson
Kansas
$1.35M +$54.4K +105 +4%
TF
1918
Trek Financial
Arizona
$1.34M +$247K +477 +23%
MA
1919
MONECO Advisors
Connecticut
$1.34M +$437K +844 +50%
PMA
1920
Prudent Man Advisors
Illinois
$1.33M -$77.7K -150 -6%
WCM
1921
Wallace Capital Management
Texas
$1.33M – – –
MAWCM
1922
Mine & Arao Wealth Creation & Management
California
$1.33M -$33.6K -65 -3%
BWM
1923
Buckley Wealth Management
Nevada
$1.33M +$2.59K +5 +0.2%
PWA
1924
Providence Wealth Advisors
Illinois
$1.33M -$56.9K -110 -4%
GWA
1925
Gratus Wealth Advisors
Virginia
$1.32M -$15K -29 -1%
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