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Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
1051
Capital Market Strategies
Florida
$318K +$15.7K +225 +6%
NG
1052
Norden Group
Utah
$317K +$295K +4,215 New
PCM
1053
Penserra Capital Management
California
$317K -$275K -3,930 -48%
LFS
1054
Legacy Financial Strategies
Kansas
$315K -$89.2K -1,275 -23%
QC
1055
Quent Capital
New York
$313K – – –
LC
1056
Lindbrook Capital
California
$308K +$9.44K +135 +3%
1WA
1057
180 Wealth Advisors
Washington
$308K +$286K +4,095 New
CCM
1058
Chilton Capital Management
Texas
$307K -$9.44K -135 -3%
CI
1059
CX Institutional
Indiana
$307K -$8.39K -120 -3%
AWM
1060
Avior Wealth Management
Nebraska
$306K +$277K +3,960 +3,771%
ACM
1061
AlphaStar Capital Management
North Carolina
$305K -$18.9K -270 -6%
SCP
1062
Sivia Capital Partners
California
$305K +$5.25K +75 +2%
AC
1063
Allstate Corporation
Illinois
$304K -$15.7K -225 -5%
ANBT
1064
American National Bank & Trust
Texas
$300K -$101K -1,440 -27%
CUAMC
1065
China Universal Asset Management Company
China
$300K +$156K +2,235 +127%
DWM
1066
Drive Wealth Management
Utah
$299K -$107K -1,530 -28%
AUB
1067
Atlantic Union Bankshares
Virginia
$298K -$2.11M -30,225 -88%
OWA
1068
Opal Wealth Advisors
New York
$297K +$276K +3,945 New
ANTB
1069
AMG National Trust Bank
Colorado
$297K -$3.15K -45 -1%
PWMAG
1070
Pinnacle Wealth Management Advisory Group
New Jersey
$297K +$4.2K +60 +2%
IFWM
1071
Institute for Wealth Management
Colorado
$297K – – –
FIC
1072
Family Investment Center
Missouri
$296K – – –
WMA
1073
Wealth Management Associates
New Jersey
$293K +$291K +4,155 New
T
1074
TOBAM
France
$292K – – –
SIAM
1075
Sterling Investment Advisors (Missouri)
Missouri
$291K – – –
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