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Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1201
Hancock Whitney
Mississippi
$645K +$88.7K +1,477 +19%
VBCG
1202
Valley Brook Capital Group
Pennsylvania
$643K -$15K -250 -3%
WSC
1203
Wellington Shields & Co
New York
$640K +$210K +3,500 +64%
SMA
1204
Sage Mountain Advisors
Georgia
$640K +$346K +5,765 +178%
RCM
1205
RNC Capital Management
California
$639K -$22.3K -372 -4%
PPW
1206
Presilium Private Wealth
Pennsylvania
$637K +$15.6K +260 +3%
PAM
1207
Panagora Asset Management
Massachusetts
$636K -$2.94K -49 -0.5%
PH
1208
Pinnacle Holdings
Oklahoma
$632K +$47.8K +797 +10%
RFA
1209
ROI Financial Advisors
Oregon
$628K -$113K -1,877 -18%
CFO
1210
Custos Family Office
Texas
$625K +$528K +8,800 New
HSA
1211
HBK Sorce Advisory
Pennsylvania
$625K -$22K -367 -4%
TCB
1212
Texas Capital Bancshares
Texas
$624K +$1.56K +26 +0.3%
SSW
1213
Stone Summit Wealth
Florida
$624K -$112K -1,865 -18%
ITIM
1214
Indiana Trust & Investment Management
Indiana
$623K -$12K -200 -2%
SCP
1215
Sender Company & Partners
New York
$622K -$4.43M -73,786 -89%
AFG
1216
Allegheny Financial Group
Pennsylvania
$621K -$28.1K -468 -5%
WA
1217
Wealth Alliance
New York
$617K +$94.8K +1,579 +22%
RIA
1218
Regal Investment Advisors
Michigan
$614K +$29.8K +496 +6%
BFM
1219
Boothbay Fund Management
New York
$611K -$647K -10,783 -56%
WF
1220
Whelan Financial
California
$611K +$181K +3,018 +54%
FB
1221
Fulton Bank
Pennsylvania
$610K -$71.9K -1,197 -12%
ME
1222
McIlrath & Eck
Washington
$609K -$6.48K -108 -1%
PI
1223
PFG Investments
New York
$608K +$25.9K +431 +5%
AIIMS
1224
Analyst IMS Investment Management Services
Israel
$606K – – –
EHWM
1225
Eads & Heald Wealth Management
Georgia
$605K -$114K -1,895 -18%
47 48
49
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