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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1526
Navalign LLC
California
$621K +$340K +2,554 +52%
BCM
1527
Blume Capital Management
California
$621K +$511K +3,839 +251%
MMPW
1528
Mitchell McLeod Pugh & Williams
Alabama
$619K -$35.9K -270 -5%
MFG
1529
Menard Financial Group
Texas
$618K +$281K +2,110 +65%
AWA
1530
AmeriServ Wealth Advisors
Pennsylvania
$617K -$5.86K -44 -0.8%
PWMG
1531
Pinnacle Wealth Management Group
Michigan
$617K +$383K +2,880 +118%
KTA
1532
Keeley-Teton Advisors
Illinois
$616K -$7.59K -57 -1%
OCM
1533
One Capital Management
California
$615K -$71.7K -539 -9%
WMP
1534
Wealth Management Partners
Arizona
$614K – – –
LWM
1535
Ledge Wealth Management
Minnesota
$613K +$705K +5,300 New
BCWM
1536
Bartlett & Co Wealth Management
Ohio
$612K +$9.85K +74 +1%
BC
1537
Bartlett & Co
Ohio
$612K +$9.85K +74 +1%
SP
1538
Successful Portfolios
Florida
$610K +$18.9K +142 +3%
SCI
1539
Stableford Capital II
Arizona
$610K +$718K +5,395 New
SSG
1540
Summit Securities Group
New York
$609K +$525K +3,943 +298%
IRC
1541
Investors Research Corp
Georgia
$606K +$697K +5,241 New
AWA
1542
Arete Wealth Advisors
Illinois
$600K -$69.1K -519 -9%
MWC
1543
MBM Wealth Consultants
Missouri
$598K +$188K +1,414 +38%
FFC
1544
First Financial Corp
Indiana
$597K +$227K +1,708 +49%
FWM
1545
Finer Wealth Management
Massachusetts
$596K -$27.5K -207 -4%
BOTW
1546
Bank of the West
California
$595K -$83.3K -626 -11%
BL
1547
Balentine LLC
Georgia
$595K +$159K +1,196 +30%
CCFP
1548
Charles Carroll Financial Partners
Massachusetts
$593K -$935K -7,025 -58%
BL
1549
Bleichroeder LP
New York
$590K +$13.3K +100 +2%
JDR
1550
Jay D. Rosenbaum
$589K +$57.2K +430 +9%
60 61
62
63 64