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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1801
Founders Financial Alliance
North Carolina
$638K +$74.4K +344 +11%
RHBC
1802
R.H. Bluestein & Co
Michigan
$634K +$37.6K +174 +5%
OC
1803
Oakworth Capital
Alabama
$633K +$10.8K +50 +2%
HFG
1804
Heron Financial Group
New York
$633K +$66.6K +308 +9%
KOC
1805
Koss-Olinger Consulting
Florida
$632K +$10.6K +49 +1%
PAIM
1806
Punch & Associates Investment Management
Minnesota
$631K – – –
SGCA
1807
Steel Grove Capital Advisors
Tennessee
$631K +$46.5K +215 +7%
AWM
1808
Avior Wealth Management
Nebraska
$630K -$368K -1,703 -34%
AWM
1809
Avaii Wealth Management
Wisconsin
$629K +$722K +3,335 New
CIA
1810
Cladis Investment Advisory
Montana
$627K +$719K +3,325 New
CAG
1811
Csenge Advisory Group
Florida
$625K -$4.33K -20 -0.9%
HA
1812
Herold Advisors
New York
$624K +$104K +480 +17%
SAM
1813
Strategy Asset Managers
California
$623K +$317K +1,466 +80%
PHAM
1814
Palisades Hudson Asset Management
Florida
$622K +$4.98K +23 +0.7%
CWM
1815
Centric Wealth Management
Illinois
$622K +$45.2K +209 +7%
HIC
1816
Holderness Investments Company
North Carolina
$619K +$21K +97 +3%
VCA
1817
Verdence Capital Advisors
Maryland
$616K -$390K -1,804 -36%
KMWM
1818
Keudell/Morrison Wealth Management
Oregon
$616K +$48K +222 +7%
TAM
1819
Townsend Asset Management
North Carolina
$613K -$22.7K -105 -3%
CB
1820
Cadence Bank
Mississippi
$613K – – –
IP
1821
Investment Partners
Ohio
$613K – – –
PWA
1822
Physician Wealth Advisors
Utah
$613K +$107K +493 +18%
SIC
1823
Schwartz Investment Counsel
Michigan
$613K +$368K +1,700 +110%
FWM
1824
Foresight Wealth Management
Utah
$610K +$40.9K +189 +6%
SMC
1825
Smith, Moore & Co
Missouri
$610K +$100K +462 +17%
71 72
73
74 75