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Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
1001
Deane Retirement Strategies
Louisiana
$1.78M +$1.92M +18,678 New
AWAU
1002
Alliance Wealth Advisors (Utah)
Utah
$1.77M +$59.5K +578 +3%
TH
1003
TCTC Holdings
Texas
$1.77M +$438K +4,263 +30%
CIA
1004
Capital Investment Advisors
Georgia
$1.76M +$67.1K +652 +4%
CG
1005
Cutler Group
California
$1.76M +$1.89M +18,385 New
NW
1006
NewEdge Wealth
Pennsylvania
$1.74M -$1.58M -15,397 -46%
PCM
1007
Penserra Capital Management
California
$1.74M +$1.05M +10,173 +127%
EA
1008
Ellsworth Advisors
Ohio
$1.73M +$2.47K +24 +0.1%
BL
1009
Balentine LLC
Georgia
$1.73M -$312K -3,030 -14%
IEFM
1010
IQ EQ Fund Management
Ireland
$1.73M -$93.7K -911 -5%
DP
1011
Dearborn Partners
Illinois
$1.73M +$294K +2,859 +19%
CG
1012
Colony Group
Massachusetts
$1.73M -$122K -1,186 -6%
NIM
1013
NEOS Investment Management
Connecticut
$1.72M +$1.85M +18,003 New
IFWM
1014
Institute for Wealth Management
Colorado
$1.71M – – –
PJSIMP
1015
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.71M -$33.4K -325 -2%
AGAM
1016
Audent Global Asset Management
California
$1.71M +$938K +9,123 +105%
LNB
1017
Ledyard National Bank
$1.7M +$720 +7 +0%
BMC
1018
Beaton Management Company
Massachusetts
$1.7M – – –
MOS
1019
MGO One Seven
Ohio
$1.7M +$35.9K +349 +2%
IIA
1020
ICW Investment Advisors
Arizona
$1.7M +$83.5K +812 +5%
MWM
1021
Mattern Wealth Management
Kansas
$1.7M +$662K +6,432 +57%
CW
1022
CreativeOne Wealth
Kansas
$1.69M +$1.01M +9,865 +126%
CAM
1023
Cypress Asset Management
Texas
$1.69M -$15.9K -155 -0.9%
SCA
1024
St. Clair Advisors
Ohio
$1.68M +$263K +2,554 +17%
PIA
1025
Petredis Investment Advisors
Pennsylvania
$1.68M +$5.35K +52 +0.3%
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