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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1376
Patten Group
Tennessee
$596K +$284K +4,440 +81%
CWS
1377
Confluence Wealth Services
Pennsylvania
$595K +$632K +9,890 New
EHC
1378
Everett Harris & Co
California
$590K +$63.9K +1,000 +11%
LWMM
1379
Legacy Wealth Management (Mississippi)
Mississippi
$589K +$3.19K +50 +0.5%
SQA
1380
Simon Quick Advisors
New Jersey
$589K -$801K -12,530 -56%
HCM
1381
Howland Capital Management
Massachusetts
$589K +$14.1K +220 +2%
AA
1382
Aire Advisors
California
$586K +$621K +9,720 New
WE
1383
Wealth Effects
Massachusetts
$584K +$620K +9,700 New
WKSWA
1384
White Knight Strategic Wealth Advisors
New Jersey
$584K +$620K +9,700 New
DP
1385
Dearborn Partners
Illinois
$583K +$3.19K +50 +0.5%
AFG
1386
Alterity Financial Group
Maine
$582K +$617K +9,660 New
MSE
1387
MUFG Securities EMEA
United Kingdom
$581K -$2.27M -35,500 -79%
SCM
1388
Southport Capital Management
Tennessee
$580K -$459K -7,190 -43%
BFA
1389
Bragg Financial Advisors
North Carolina
$580K – – –
FFS
1390
Founders Financial Securities
Maryland
$577K +$224K +3,500 +58%
ANTB
1391
AMG National Trust Bank
Colorado
$576K +$83.1K +1,300 +16%
SCI
1392
Stableford Capital II
Arizona
$575K +$447K +7,000 +89%
OIM
1393
Oder Investment Management
California
$574K +$3.19K +50 +0.5%
DWM
1394
Destination Wealth Management
California
$573K +$140K +2,190 +30%
CL
1395
Choreo LLC
Illinois
$572K -$8.31K -130 -1%
CI
1396
CX Institutional
Indiana
$572K -$7.67K -120 -1%
FNBSF
1397
First National Bank Sioux Falls
South Dakota
$572K +$607K +9,500 New
NHC
1398
Nicholas Hoffman & Company
Georgia
$569K +$201K +3,140 +50%
GSWM
1399
Golden State Wealth Management
California
$568K +$137K +2,140 +29%
PCM
1400
Prelude Capital Management
New York
$566K +$181K +2,840 +43%
54 55
56
57 58