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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1401
Bramshill Investments
Florida
$897K +$938K +6,750 New
DC
1402
DeDora Capital
California
$896K -$30.7K -221 -3%
BWM
1403
Biltmore Wealth Management
Arizona
$894K +$936K +6,730 New
PWPS
1404
Pinnacle Wealth Planning Services
Ohio
$892K +$98.2K +706 +12%
BDFN
1405
Bond & Devick Financial Network
Minnesota
$883K – – –
LW
1406
Linscomb Wealth
Texas
$870K +$5.7K +41 +0.6%
UIA
1407
UBP Investment Advisors
Switzerland
$870K +$617K +4,437 +211%
OIA
1408
OneDigital Investment Advisors
Kansas
$869K -$107K -771 -11%
JWCA
1409
J.W. Cole Advisors
Florida
$862K +$113K +812 +14%
SC
1410
Sepio Capital
Utah
$860K -$338K -2,428 -27%
GWMIA
1411
Global Wealth Management Investment Advisory
Florida
$853K -$4.45K -32 -0.5%
WSCM
1412
Wellington Shields Capital Management
New York
$849K -$204K -1,465 -19%
C
1413
Certuity
Florida
$846K +$80.9K +582 +10%
ACP
1414
Aveo Capital Partners
Colorado
$846K +$94.7K +681 +12%
BFC
1415
Bedel Financial Consulting
Indiana
$845K +$440K +3,168 +99%
TF
1416
Tompkins Financial
New York
$839K – – –
GPA
1417
Garrison Point Advisors
California
$838K – – –
NICM
1418
Neo Ivy Capital Management
New York
$838K +$141K +1,012 +19%
W
1419
WealthStone
Ohio
$837K +$40.5K +291 +5%
PHS
1420
Pekin Hardy Strauss
Illinois
$837K +$58.4K +420 +7%
ME
1421
McIlrath & Eck
Washington
$833K -$7.37K -53 -0.8%
AIM
1422
Arcadia Investment Management
Michigan
$832K +$827K +5,948 +1,894%
IDBONY
1423
Israel Discount Bank of New York
New York
$831K -$157K -1,129 -15%
LFA
1424
Legacy Financial Advisors
Kentucky
$825K +$67.1K +483 +8%
CB
1425
Cadence Bank
Mississippi
$823K -$2.78M -20,000 -76%
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