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Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
951
SageView Advisory Group
California
$824K -$173K -2,854 -15%
MGIA
952
Moneta Group Investment Advisors
Missouri
$819K -$3.64K -60 -0.4%
ETS
953
ESL Trust Services
New York
$819K – – –
CCM
954
Crew Capital Management
Ohio
$811K -$51.1K -843 -5%
SW
955
Simplicity Wealth
New Jersey
$808K +$108K +1,788 +13%
IBOK
956
Independence Bank of Kentucky
Kentucky
$805K +$722K +11,907 +358%
SLT
957
St Louis Trust
Missouri
$801K – – –
PBC
958
Pavion Blue Capital
California
$800K +$28.1K +463 +3%
WAM
959
Weatherly Asset Management
California
$797K -$160K -2,641 -15%
MWM
960
Mission Wealth Management
California
$788K -$221K -3,651 -20%
MKA
961
M. Kulyk & Associates
Georgia
$788K -$5.79M -95,546 -86%
LG
962
LaFleur & Godfrey
Michigan
$788K -$89.4K -1,475 -9%
LFG
963
Larson Financial Group
Missouri
$787K +$153K +2,520 +20%
MIA
964
MeadowBrook Investment Advisors
Michigan
$787K +$153K +2,520 +20%
KA
965
Kovack Advisors
Florida
$786K -$970 -16 -0.1%
MIA
966
MMBG Investment Advisors
Florida
$784K -$444K -7,315 -33%
FAM
967
Formidable Asset Management
Ohio
$781K -$302K -4,974 -29%
VSQM
968
V-Square Quantitative Management
Illinois
$779K +$124K +2,052 +16%
BAM
969
Belpointe Asset Management
Nevada
$773K +$399K +6,578 +82%
SWM
970
Sculati Wealth Management
Michigan
$770K +$24.4K +403 +3%
NCM
971
NCM Capital Management
New Jersey
$768K -$6.06K -100 -0.7%
PGCM
972
Prescott Group Capital Management
Oklahoma
$760K – – –
CIAS
973
Capital Investment Advisory Services
North Carolina
$760K +$5.76K +95 +0.7%
SS
974
Sunbelt Securities
Texas
$759K +$61.4K +1,013 +8%
GWM
975
Goldenstone Wealth Management
California
$756K +$243 +4 +0%
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