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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1076
HMS Capital Management
Tennessee
$339K – – –
NHC
1077
Nicholas Hoffman & Company
Georgia
$338K – – –
AWA
1078
Amplius Wealth Advisors
Pennsylvania
$338K +$343K +2,610 New
LA
1079
Latitude Advisors
Florida
$336K -$2.63K -20 -0.8%
ADL
1080
Asset Dedication LLC
California
$335K +$303K +2,310 +872%
EWM
1081
Elite Wealth Management
Washington
$333K -$199K -1,515 -37%
WP
1082
WealthPLAN Partners
Nebraska
$332K +$4.59K +35 +1%
NWA
1083
New World Advisors
Massachusetts
$330K – – –
HPWM
1084
Highland Private Wealth Management
Washington
$330K +$41.4K +315 +14%
BFEC
1085
Benjamin F. Edwards & Company
Missouri
$329K +$30.9K +235 +10%
GA
1086
Greytown Advisors
Florida
$328K -$1.31K -10 -0.4%
VNA
1087
Valley National Advisers
Pennsylvania
$328K +$53.2K +405 +19%
VWA
1088
V Wealth Advisors
Kansas
$327K – – –
VC
1089
Veracity Capital
Georgia
$327K +$29.5K +225 +10%
ECM
1090
Evergreen Capital Management
Washington
$327K +$35.4K +270 +12%
LIA
1091
LBMC Investment Advisors
Tennessee
$325K -$492K -3,750 -60%
BWP
1092
Baldwin Wealth Partners
Massachusetts
$325K – – –
DIM
1093
Delta Investment Management
California
$325K +$9.85K +75 +3%
CSI
1094
Cross Staff Investments
New York
$325K +$328K +2,500 New
KWM
1095
Kolinsky Wealth Management
New Jersey
$325K +$328K +2,500 New
TPWA
1096
TRUE Private Wealth Advisors
Oregon
$323K +$93.9K +715 +40%
ST
1097
Smithfield Trust
Pennsylvania
$321K -$2.63K -20 -0.8%
WC
1098
Woodstock Corp
Massachusetts
$321K -$1.97K -15 -0.6%
FCM
1099
Fortis Capital Management
Washington
$320K +$28.2K +215 +10%
GAM
1100
Griffin Asset Management
New York
$319K -$223K -1,700 -41%
42 43
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