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Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1801
NBC Securities
Alabama
$9.88M +$196K +1,660 +2%
CT
1802
Clearstead Trust
Maine
$9.88M +$59.3K +502 +0.6%
EFG
1803
Embree Financial Group
Illinois
$9.88M +$677K +5,729 +8%
LCM
1804
Lazari Capital Management
California
$9.88M +$607K +5,137 +7%
FHA
1805
First Horizon Advisors
Tennessee
$9.86M +$280K +2,374 +3%
FWM
1806
Finer Wealth Management
Massachusetts
$9.86M +$208K +1,760 +2%
WP
1807
Westmount Partners
California
$9.85M +$2.62M +22,174 +38%
FFG
1808
Fortem Financial Group
California
$9.83M +$331K +2,799 +4%
SC
1809
Scholtz & Company
Connecticut
$9.82M -$4.1M -34,710 -30%
BFS
1810
Bard Financial Services
Connecticut
$9.82M -$11.2M -95,100 -54%
GA
1811
Geller Advisors
New York
$9.81M -$1.81M -15,309 -16%
WOC
1812
West Oak Capital
California
$9.81M -$1.7M -14,367 -15%
SBWIC
1813
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.78M -$708K -5,990 -7%
IAS
1814
IMA Advisory Services
Colorado
$9.77M -$224K -1,895 -2%
PA
1815
Paragon Advisors
Texas
$9.77M +$126K +1,064 +1%
CA
1816
CSM Advisors
Pennsylvania
$9.77M +$8.36M +70,805 +738%
UB
1817
Umpqua Bank
Oregon
$9.74M -$2.92M -24,741 -24%
WW
1818
Windle Wealth
Oklahoma
$9.74M – – –
AWC
1819
Abundance Wealth Counselors
Pennsylvania
$9.73M +$407K +3,445 +4%
WHGC
1820
Wealth High Governance Capital
Brazil
$9.72M +$9.45M +80,000 New
GSCM
1821
Greenfield Seitz Capital Management
Texas
$9.69M +$307K +2,603 +3%
AW
1822
Alaethes Wealth
Nevada
$9.69M -$523K -4,426 -5%
PFWA
1823
Paces Ferry Wealth Advisors
Georgia
$9.66M -$9.33K -79 -0.1%
PWA
1824
Provenance Wealth Advisors
Florida
$9.66M +$1.17M +9,910 +14%
NAG
1825
Northstar Advisory Group
New Jersey
$9.65M +$925K +7,835 +11%
71 72
73
74 75