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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1451
Beta Wealth Group
California
$530K -$10.1K -98 -2%
KAM
1452
Knightsbridge Asset Management
California
$529K -$16.4K -159 -3%
NERM
1453
New England Research & Management
Illinois
$528K -$559K -5,407 -50%
SSWM
1454
Sheets Smith Wealth Management
North Carolina
$527K -$65.5K -634 -11%
MP
1455
McDonald Partners
Ohio
$526K -$12.3K -119 -2%
GWANC
1456
Guardian Wealth Advisors (North Carolina)
North Carolina
$526K -$3K -29 -0.5%
TBA
1457
Tower Bridge Advisors
Pennsylvania
$525K -$3.72K -36 -0.7%
SG
1458
StoneX Group
New York
$524K -$3.19M -30,874 -85%
CWG
1459
Cornerstone Wealth Group
North Carolina
$523K -$14.1K -136 -2%
ST
1460
Spinnaker Trust
Maine
$522K +$7.65K +74 +1%
PWP
1461
Phillips Wealth Planners
Mississippi
$522K +$99K +958 +19%
NFA
1462
Northern Financial Advisors
Michigan
$522K -$2.48K -24 -0.4%
HWAM
1463
Hennion & Walsh Asset Management
New Jersey
$521K +$79.1K +765 +17%
IP
1464
Ignite Planners
California
$518K +$82.2K +795 +14%
OWCM
1465
One Wealth Capital Management
Arizona
$518K +$546K +5,281 New
CWM
1466
Connecticut Wealth Management
Connecticut
$518K +$310 +3 +0.1%
CAL
1467
Capital Advisors Ltd
Ohio
$516K +$207 +2 +0%
UAG
1468
United Advisor Group
Ohio
$516K -$77.4K -749 -12%
RZH
1469
Relyea Zuckerberg Hanson
Connecticut
$514K +$42.7K +413 +9%
4WM
1470
49 Wealth Management
Texas
$513K +$18.2K +176 +3%
HIMC
1471
Heritage Investors Management Corp
Maryland
$513K -$39.5K -382 -7%
SOS
1472
Silver Oak Securities
Tennessee
$513K +$76.1K +736 +16%
SMH
1473
Sanders Morris Harris
Texas
$511K – – –
AIM
1474
Advyzon Investment Management
Illinois
$509K +$148K +1,427 +38%
HWA
1475
Heritage Wealth Advisors
Virginia
$509K -$180K -1,743 -25%
57 58
59
60 61