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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2376
Carlson Capital Management
Minnesota
$669K +$31K +113 +5%
AG
2377
Algert Global
California
$667K -$350K -1,278 -34%
HA
2378
Hamel Associates
New Jersey
$666K -$47.2K -172 -7%
WWM
2379
Wolff Wiese Magana
California
$666K +$669K +2,439 New
GA
2380
Gateway Advisory
New Jersey
$665K +$27.4K +100 +4%
RIM
2381
Rockbridge Investment Management
New York
$665K +$37.8K +138 +6%
SWM
2382
Salvus Wealth Management
New Jersey
$663K +$679K +2,476 New
HIM
2383
Hanlon Investment Management
New Jersey
$657K +$144K +527 +28%
PM
2384
Penbrook Management
New York
$656K – – –
FF
2385
Fluent Financial
Texas
$656K +$659K +2,403 New
GCAC
2386
Guardian Capital Advisors (Canada)
Ontario, Canada
$654K -$63.1K -230 -9%
D
2387
Diversified
Delaware
$651K +$681K +2,484 New
RB
2388
Renasant Bank
Mississippi
$650K +$652K +2,379 New
BO
2389
BRR OpCo
Ohio
$649K -$136K -497 -17%
AIA
2390
Alera Investment Advisors
Illinois
$648K -$19.2K -70 -3%
ACM
2391
AlphaStar Capital Management
North Carolina
$648K +$121K +440 +21%
OC
2392
Oarsman Capital
Wisconsin
$647K -$6.85K -25 -1%
AC
2393
Addison Capital
Pennsylvania
$646K – – –
AWA
2394
AmeriServ Wealth Advisors
Pennsylvania
$645K +$647K +2,360 New
OWA
2395
Opal Wealth Advisors
New York
$645K +$648K +2,362 New
RIG
2396
Ramiah Investment Group
Wisconsin
$645K -$28.8K -105 -4%
SAS
2397
Stelac Advisory Services
New York
$644K -$73.5K -268 -10%
HWM
2398
Howard Wealth Management
Connecticut
$644K -$30.2K -110 -4%
NEWAS
2399
N.E.W. Advisory Services
Wisconsin
$643K -$127K -465 -16%
RW
2400
REDW Wealth
New Mexico
$642K -$20.6K -75 -3%
94 95
96
97 98