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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1401
Investment Advisory Services
Texas
$560K -$127K -1,365 -16%
AT
1402
Arlington Trust
Alabama
$556K -$146K -1,575 -18%
ST
1403
Spinnaker Trust
Maine
$556K -$4.08M -43,917 -86%
FA
1404
Fountainhead AM
New Jersey
$554K -$7.25K -78 -1%
ZIG
1405
Zullo Investment Group
Pennsylvania
$553K -$114K -1,222 -14%
DAM
1406
Diamant Asset Management
Connecticut
$550K -$41.8K -450 -6%
AOWM
1407
Alpha Omega Wealth Management
Virginia
$550K – – –
AWA
1408
Alta Wealth Advisors
Massachusetts
$549K -$1.3K -14 -0.2%
BFA
1409
Brown Financial Advisors
Ohio
$545K +$671K +7,225 New
CBT
1410
CoreFirst Bank & Trust
Kansas
$544K -$80.3K -864 -11%
BDWCC
1411
B&D White Capital Company
Texas
$543K -$1.69M -18,200 -72%
SL
1412
Sentry LLC
Tennessee
$543K – – –
ACGA
1413
Atlanta Consulting Group Advisors
Georgia
$542K -$5.11K -55 -0.8%
WBC
1414
West Branch Capital
Massachusetts
$541K -$12.4K -133 -2%
EM
1415
Excalibur Management
Massachusetts
$535K +$74.4K +801 +13%
LCGC
1416
Legacy Capital Group California
California
$535K +$141K +1,522 +27%
ACM
1417
Advisors Capital Management
New Jersey
$533K -$244K -2,622 -27%
MA
1418
MSA Advisors
California
$533K – – –
BFC
1419
Bedel Financial Consulting
Indiana
$532K +$279 +3 +0%
EFS
1420
Essex Financial Services
Connecticut
$532K +$198K +2,127 +42%
RCM
1421
RNC Capital Management
California
$530K +$1.67K +18 +0.3%
SG
1422
StoneX Group
New York
$529K +$361K +3,887 +125%
LOAMU
1423
Lombard Odier Asset Management (USA)
New York
$528K +$196K +2,111 +43%
MADR
1424
Milestones Administradora de Recursos
Brazil
$528K +$651K +7,000 New
SIG
1425
Sky Investment Group
Connecticut
$527K -$40.8K -439 -6%
55 56
57
58 59