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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
401
Next Financial Group
Texas
$46K +$9.67K +361 +25%
RFA
402
Reilly Financial Advisors
California
$42K – – –
JCM
403
Jacobi Capital Management
Pennsylvania
$40K +$3.21K +120 +8%
GI
404
Gradient Investments
Minnesota
$39K +$25.5K +950 +160%
EVM
405
Eaton Vance Management
Massachusetts
$37K +$188 +7 +0.4%
MIFH
406
Migdal Insurance & Financial Holdings
Israel
$36K -$37.5K -1,400 -50%
CFA
407
Cahill Financial Advisors
Minnesota
$36K +$37.6K +1,402 New
LJHT
408
Laurie J. Hall Trustee
$34K -$21.4K -800 -38%
GRP
409
Global Retirement Partners
California
$34K -$3.21K -120 -8%
EWA
410
Evolution Wealth Advisors
Florida
$33K +$22.3K +831 +185%
SC
411
SouthState Corp
Florida
$32K – – –
PVH
412
Psagot Value Holdings
Israel
$31K – – –
FHA
413
First Horizon Advisors
Tennessee
$31K +$14.4K +539 +77%
CAM
414
Close Asset Management
United Kingdom
$29K – – –
AAP
415
Arax Advisory Partners
Colorado
$29K +$10.7K +400 +53%
AWM
416
Atticus Wealth Management
Florida
$28K – – –
CTC
417
Central Trust Company
Missouri
$27K – – –
HCP
418
Hexagon Capital Partners
Arkansas
$27K +$161 +6 +0.6%
AIM
419
Arcadia Investment Management
Michigan
$26K – – –
VNA
420
Valley National Advisers
Pennsylvania
$26K – – –
ARMC
421
American Research & Management Company
Massachusetts
$26K +$5.36K +200 +25%
KPCM
422
Kings Point Capital Management
New York
$25K -$670 -25 -2%
DFCM
423
Dark Forest Capital Management
Puerto Rico
$23K +$24.5K +913 New
DAC
424
Dividend Assets Capital
South Carolina
$22K – – –
SWM
425
Spire Wealth Management
Virginia
$22K +$8.98K +335 +65%
15 16
17
18 19