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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
Centerpoint Advisors
Massachusetts
$381K – – –
MCM
1452
Manchester Capital Management
Vermont
$380K -$52.1K -601 -10%
IRC
1453
Investors Research Corp
Georgia
$380K +$16.7K +193 +4%
BWM
1454
BerganKDV Wealth Management
Minnesota
$379K -$1.91K -22 -0.4%
XWM
1455
Xcel Wealth Management
Florida
$378K -$106K -1,224 -18%
IBOK
1456
Independence Bank of Kentucky
Kentucky
$376K -$598K -6,890 -56%
PIA
1457
Perennial Investment Advisors
California
$376K -$29.7K -342 -6%
UWM
1458
Urban Wealth Management
California
$375K +$466K +5,368 New
CRC
1459
Curi RMB Capital
Illinois
$374K -$323K -3,720 -41%
NL
1460
Navalign LLC
California
$373K -$189K -2,174 -29%
NW
1461
Naviter Wealth
Arkansas
$373K +$463K +5,338 New
MA
1462
Montag & Associates
Georgia
$372K -$2.02M -23,321 -81%
CPO
1463
Cerity Partners OCIO
New York
$372K -$104K -1,194 -18%
KTA
1464
Keeley-Teton Advisors
Illinois
$372K – – –
GL
1465
Graypoint LLC
New York
$372K +$58.5K +674 +15%
BL
1466
Bleichroeder LP
New York
$370K +$17.4K +200 +4%
TWP
1467
Tempus Wealth Planning
California
$370K +$18.5K +213 +4%
CAMG
1468
CWA Asset Management Group
Florida
$370K +$43.4K +500 +10%
GA
1469
GraniteShares Advisors
New York
$369K -$25.1K -289 -5%
SP
1470
Successful Portfolios
Florida
$367K -$2.08K -24 -0.5%
NERM
1471
New England Research & Management
Illinois
$367K +$284K +3,271 +164%
IIM
1472
InTrack Investment Management
Vermont
$366K -$23.4K -270 -5%
P
1473
&Partners
Tennessee
$365K +$27.5K +317 +6%
IIM
1474
Intact Investment Management
Quebec, Canada
$363K +$104K +1,200 +30%
GAG
1475
GM Advisory Group
New York
$361K -$485K -5,595 -52%
57 58
59
60 61