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Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
701
Per Stirling Capital Management
Texas
$1.02M -$4.33K -52 -0.4%
AIA
702
Alternative Investment Advisors
Florida
$1.02M +$12.3K +148 +1%
SIMG
703
Sonora Investment Management Group
Arizona
$1.02M -$109K -1,303 -9%
BFS
704
Bard Financial Services
Connecticut
$1.02M – – –
SWM
705
Spire Wealth Management
Virginia
$1.01M -$300K -3,604 -23%
PIA
706
Pinion Investment Advisors
Kansas
$1.01M -$968K -11,610 -48%
HR
707
Howe & Rusling
New York
$1M +$4.92K +59 +0.5%
IA
708
IFP Advisors
Florida
$1M -$72.8K -873 -7%
NW
709
NewEdge Wealth
Pennsylvania
$1M -$36.3K -436 -3%
WG
710
Welch Group
Alabama
$1M +$250 +3 +0%
SS
711
Sunbelt Securities
Texas
$998K +$118K +1,420 +17%
PPWM
712
Perissos Private Wealth Management
Oklahoma
$996K +$5.34K +64 +0.5%
OPA
713
Old Port Advisors
Maine
$991K -$54.9K -658 -5%
ECA
714
Elevated Capital Advisors
Utah
$989K – – –
WS
715
Wedbush Securities
California
$984K -$246K -2,950 -20%
MFWP
716
Mosaic Family Wealth Partners
Missouri
$984K -$36.5K -438 -4%
MWM
717
Modern Wealth Management
Kansas
$983K -$6.75K -81 -0.7%
TF
718
Tompkins Financial
New York
$980K – – –
VAG
719
VisionPoint Advisory Group
Texas
$973K +$993K +11,914 New
TAM
720
Tocqueville Asset Management
New York
$972K -$44.2K -530 -4%
PWM
721
Perigon Wealth Management
California
$971K +$30.9K +371 +3%
IFG
722
Independent Financial Group
California
$968K -$156K -1,873 -14%
PVM
723
Palogic Value Management
Texas
$959K – – –
AUB
724
Atlantic Union Bankshares
Virginia
$957K +$977K +11,723 New
AFG
725
Atomi Financial Group
New York
$956K -$36.3K -436 -4%
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