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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1326
IHT Wealth Management
Illinois
$4.84M -$8.77K -32 -0.2%
SCI
1327
Stableford Capital II
Arizona
$4.84M +$80K +292 +2%
TCA
1328
Transcend Capital Advisors
New Jersey
$4.82M +$673K +2,454 +16%
MHS
1329
M Holdings Securities
Oregon
$4.81M – – –
SAM
1330
Stewart Asset Management
New York
$4.79M +$277K +1,011 +6%
SFS
1331
Strategic Financial Services
New York
$4.79M -$669K -2,441 -12%
NMIFOAC
1332
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.79M – – –
CIP
1333
Capital Insight Partners
Arizona
$4.78M +$1.09M +3,994 +30%
CW
1334
CreativeOne Wealth
Kansas
$4.77M +$3.95M +14,400 +473%
SC
1335
SouthState Corp
Florida
$4.76M -$381K -1,389 -7%
MSAM
1336
Moloney Securities Asset Management
Missouri
$4.76M -$263K -959 -5%
CIG
1337
Consolidated Investment Group
Colorado
$4.76M +$1.13M +4,116 +31%
HW
1338
Hedeker Wealth
Illinois
$4.75M +$239K +871 +5%
ACM
1339
Alpha Capital Management
Texas
$4.74M +$17K +62 +0.4%
FPCP
1340
Fort Point Capital Partners
California
$4.73M -$263K -959 -5%
1WA
1341
180 Wealth Advisors
Washington
$4.71M +$2.57M +9,379 +108%
OIA
1342
Optimum Investment Advisors
Illinois
$4.71M -$10.7K -39 -0.2%
IWA
1343
IBEX Wealth Advisors
New Jersey
$4.71M +$78.7K +287 +2%
MAP
1344
Managed Asset Portfolios
Michigan
$4.7M -$6.3K -23 -0.1%
SIM
1345
Sonora Investment Management
Arizona
$4.7M +$1.61M +5,867 +52%
HAS
1346
HBW Advisory Services
California
$4.68M +$205K +746 +5%
BBHC
1347
Brown Brothers Harriman & Co
New York
$4.66M -$801K -2,921 -15%
RWM
1348
RKL Wealth Management
Pennsylvania
$4.66M +$2.04M +7,439 +77%
HPWM
1349
High Pines Wealth Management
Massachusetts
$4.64M +$4.66M +16,982 New
AHC
1350
Adell Harriman & Carpenter
Texas
$4.63M -$345K -1,260 -7%
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