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Name Holding Trade Value Shares
Change 		Change in
Stake
C
1501
Certuity
Florida
$436K +$50.2K +629 +14%
YMRC
1502
Yorktown Management & Research Company
Virginia
$436K +$65.4K +820 +19%
SC
1503
SouthState Corp
Florida
$436K +$120K +1,510 +42%
HGWM
1504
Horst & Graben Wealth Management
Oregon
$435K -$10.9K -137 -3%
SWA
1505
Sutton Wealth Advisors
Florida
$433K -$558 -7 -0.1%
SFG
1506
SNS Financial Group
Minnesota
$433K +$10.1K +126 +3%
LWANC
1507
Laurel Wealth Advisors (North Carolina)
North Carolina
$433K +$65.9K +826 +20%
KP
1508
Keel Point
Alabama
$432K +$137K +1,721 +52%
NVCHI
1509
New Vernon Capital Holdings II
New Jersey
$432K +$401K +5,025 New
AO
1510
Advisor OS
Illinois
$430K +$400K +5,015 New
GL
1511
Graypoint LLC
New York
$429K +$7.98K +100 +2%
XF
1512
XML Financial
Maryland
$429K +$14.9K +187 +4%
JWM
1513
Jeppson Wealth Management
California
$428K +$397K +4,976 New
LJAC
1514
L.J. Altfest & Co
New York
$424K -$104K -1,298 -21%
CM
1515
Castleark Management
Illinois
$423K -$21.1M -264,863 -98%
SBSB
1516
Sullivan, Bruyette, Speros & Blaney
Virginia
$422K -$13.4K -168 -3%
TFS
1517
Thoroughbred Financial Services
Tennessee
$422K +$3.59K +45 +0.9%
WIM
1518
Westside Investment Management
California
$422K +$47.9K +600 +6%
CI
1519
CX Institutional
Indiana
$420K +$223K +2,800 +134%
BFA
1520
Beaumont Financial Advisors
Massachusetts
$416K +$12.4K +155 +3%
NNP
1521
Nachman Norwood & Parrott
South Carolina
$416K +$12.7K +159 +3%
SL
1522
Stevard LLC
Illinois
$416K +$46.3K +580 +14%
FNT
1523
First National Trust
Pennsylvania
$415K +$1.83K +23 +0.5%
AF
1524
AtlasMark Financial
Texas
$412K – – –
SC
1525
Skylands Capital
Wisconsin
$412K +$383K +4,800 New
59 60
61
62 63