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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1151
Atlas Brown
Kentucky
$799K – – –
HWA
1152
HCR Wealth Advisors
California
$798K – – –
SCI
1153
Stableford Capital II
Arizona
$794K +$680K +18,470 New
KOC
1154
Koss-Olinger Consulting
Florida
$793K – – –
WAS
1155
Wesleyan Assurance Society
United Kingdom
$793K – – –
SMA
1156
Sage Mountain Advisors
Georgia
$792K +$10.3K +280 +2%
MMG
1157
Monetary Management Group
Missouri
$788K -$258K -7,000 -28%
BBHC
1158
Brown Brothers Harriman & Co
New York
$784K -$660K -17,910 -50%
DDPIC
1159
Deroy & Devereaux Private Investment Counsel
Michigan
$782K +$654K +17,760 New
WJWM
1160
Williams Jones Wealth Management
New York
$781K -$18K -490 -3%
DG
1161
DMC Group
Alabama
$781K +$16.9K +460 +3%
C
1162
CEDRUS
Colorado
$777K +$1.47K +40 +0.2%
RPCONE
1163
Retirement Planning Company of New England
Rhode Island
$775K -$43.8K -1,190 -6%
MSFS
1164
Main Street Financial Solutions
Pennsylvania
$774K -$18.8K -510 -3%
WWM
1165
WJ Wealth Management
Arizona
$771K +$322K +8,750 +100%
FBC
1166
Fairfield, Bush & Co
Connecticut
$767K -$46K -1,250 -7%
ST
1167
Sabal Trust
Florida
$767K +$641K +17,410 New
SKK
1168
Shepherd Kaplan Krochuk
Massachusetts
$764K – – –
AF
1169
Apexium Financial
Texas
$763K -$6.63K -180 -1%
NFG
1170
Nations Financial Group
Iowa
$758K -$31.3K -850 -5%
VCM
1171
Virtue Capital Management
Tennessee
$752K -$42.4K -1,150 -6%
MFG
1172
Magnus Financial Group
New York
$748K +$56.4K +1,530 +10%
FC
1173
Forte Capital
New York
$747K – – –
V
1174
ViaWealth
Kansas
$744K -$9.21K -250 -1%
ISL
1175
Ingalls & Snyder LLC
New York
$743K +$299K +8,120 +93%
45 46
47
48 49