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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1676
SageGuard Financial Group
Tennessee
$24M -$1.56M -7,608 -6%
MG
1677
McHugh Group
Ohio
$23.9M -$320K -1,555 -1%
VHAM
1678
Van Hulzen Asset Management
California
$23.9M +$21.8K +106 +0.1%
GAA
1679
Global Assets Advisory
Florida
$23.9M -$794K -3,863 -3%
ACGDR
1680
Atmos Capital Gestao de Recursos
Brazil
$23.9M +$7M +34,024 +40%
PTC
1681
Private Trust Company
Ohio
$23.9M -$1.14M -5,535 -4%
FC
1682
Fulcrum Capital
Washington
$23.8M -$1.19M -5,792 -5%
CA
1683
Claro Advisors
Massachusetts
$23.8M +$42.1K +205 +0.2%
LC
1684
Lavaca Capital
Texas
$23.8M +$30.8K +150 +0.1%
GIM
1685
Goelzer Investment Management
Indiana
$23.7M -$1.05M -5,114 -4%
MHS
1686
M Holdings Securities
Oregon
$23.7M -$896K -4,356 -4%
DP
1687
DDD Partners
Washington
$23.6M -$1.13M -5,499 -4%
GSWM
1688
Golden State Wealth Management
California
$23.6M +$62.7K +305 +0.3%
RBFC
1689
Roman Butler Fullerton & Co
Missouri
$23.5M +$303K +1,474 +1%
AFA
1690
Abacus FCF Advisors
Florida
$23.5M -$1.54M -7,472 -6%
KFS
1691
Kurt F. Somerville
$23.5M -$1.55M -7,553 -6%
MA
1692
MCF Advisors
Kentucky
$23.4M +$2.81M +13,649 +13%
AG
1693
AlTi Global
New York
$23.4M +$3.35M +16,270 +16%
SIA
1694
Strategic Investment Advisors
Michigan
$23.4M -$527K -2,564 -2%
IA
1695
Insight Advisors
Pennsylvania
$23.4M -$1.38M -6,733 -5%
PFGIA
1696
Patriot Financial Group Insurance Agency
Massachusetts
$23.3M -$22M -106,960 -48%
TCM
1697
Thames Capital Management
New Jersey
$23.2M – – –
WRPWM
1698
Werba Rubin Papier Wealth Management
California
$23.2M -$3.68M -17,882 -13%
NI
1699
Natural Investments
California
$23.2M +$1.03M +5,033 +5%
TP
1700
TritonPoint Partners
Maryland
$23.2M +$18.4M +89,573 +340%
66 67
68
69 70