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Name Holding Trade Value Shares
Change 		Change in
Stake
BS
1201
Boenning & Scattergood
Pennsylvania
$562K -$9.58K -230 -2%
JWM
1202
Jupiter Wealth Management
Colorado
$561K – – –
SBWIC
1203
Schaper Benz & Wise Investment Counsel
Wisconsin
$560K – – –
PCM
1204
Parsons Capital Management
Rhode Island
$560K +$4.58K +110 +0.7%
NHC
1205
Nicholas Hoffman & Company
Georgia
$557K +$226K +5,420 +57%
CC
1206
Caxton Corporation
New Jersey
$556K -$12.1K -290 -2%
RCA
1207
Roberts Capital Advisors
Colorado
$556K – – –
HIMC
1208
Heritage Investors Management Corp
Maryland
$556K +$2.5K +60 +0.4%
DA
1209
DSC Advisors
Illinois
$556K +$47.9K +1,150 +8%
RWA
1210
Ropes Wealth Advisors
Massachusetts
$555K -$56.2K -1,350 -8%
HWM
1211
Hemington Wealth Management
Virginia
$553K +$42.9K +1,030 +8%
ARG
1212
Advisory Resource Group
Oklahoma
$552K +$120K +2,890 +24%
VWA
1213
Visionary Wealth Advisors
Illinois
$552K +$142K +3,410 +30%
KC
1214
Knuff & Co
California
$549K +$298K +7,150 +95%
PGIM
1215
Pacific Global Investment Management
California
$548K +$609K +14,620 New
SWA
1216
Sax Wealth Advisors
New Jersey
$547K -$286K -6,870 -32%
NIM
1217
Northeast Investment Management
Massachusetts
$547K -$42.9K -1,030 -7%
SWA
1218
SFMG Wealth Advisors
Texas
$547K -$42K -1,010 -6%
GRP
1219
Global Retirement Partners
California
$547K +$1.26M +30,330 New
RW
1220
RVW Wealth
California
$545K +$10.4K +250 +2%
HWA
1221
HCR Wealth Advisors
California
$544K +$18.3K +440 +3%
CF
1222
Cantor Fitzgerald
New York
$544K +$605K +14,520 New
OPW
1223
Oxler Private Wealth
New York
$543K – – –
WTA
1224
Washington Trust Advisors
Massachusetts
$542K -$77K -1,850 -11%
DA
1225
Doliver Advisors
Texas
$542K +$52.5K +1,260 +10%
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