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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1526
Claro Advisors
Massachusetts
$656K +$31K +190 +4%
WA
1527
Wealth Alliance
New York
$653K -$136K -833 -16%
SSG
1528
Summit Securities Group
New York
$652K +$391K +2,399 +115%
OQS
1529
Occudo Quantitative Strategies
Florida
$650K +$730K +4,475 New
CS
1530
Cannell & Spears
New York
$649K – – –
PB
1531
Pinnacle Bancorp
Nebraska
$648K -$10.8K -66 -1%
SFS
1532
Summit Financial Strategies
Ohio
$645K -$54.9K -337 -7%
CF
1533
Copperwynd Financial
Arizona
$645K +$72.1K +442 +11%
NHC
1534
Nicholas Hoffman & Company
Georgia
$640K +$489 +3 +0.1%
IIM
1535
InTrack Investment Management
Vermont
$640K +$627K +3,848 New
SNT
1536
Security National Trust
West Virginia
$638K – – –
NSIM
1537
North Star Investment Management
Illinois
$636K +$3.91K +24 +0.6%
CASB
1538
Cape Ann Savings Bank
Massachusetts
$631K -$10.3K -63 -1%
AFWM
1539
AMJ Financial Wealth Management
Virginia
$630K -$43K -264 -6%
TGAM
1540
TBH Global Asset Management
Tennessee
$626K +$326 +2 +0%
DLA
1541
Douglas Lane & Associates
New York
$625K -$104K -640 -13%
JAG
1542
Journey Advisory Group
Kentucky
$624K +$156K +954 +29%
DAS
1543
Dynamic Advisor Solutions
Arizona
$620K -$8.15K -50 -1%
BHIC
1544
Bassett Hargrove Investment Counsel
Delaware
$618K – – –
NL
1545
NKCFO LLC
Illinois
$618K – – –
DFA
1546
DHJJ Financial Advisors
Illinois
$617K -$34.9K -214 -5%
BCAM
1547
Boston Common Asset Management
Massachusetts
$617K +$5.54K +34 +0.8%
TWP
1548
Tempus Wealth Planning
California
$617K +$33.8K +207 +5%
SLWA
1549
San Luis Wealth Advisors
California
$617K +$692K +4,246 New
TA
1550
Tiedemann Advisors
New York
$615K -$64.4K -395 -9%
60 61
62
63 64