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Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
1851
Wellington Shields & Co
New York
$302K – – –
CSPAM
1852
Cary Street Partners Asset Management
Virginia
$302K +$269K +2,822 New
PAMP
1853
Polar Asset Management Partners
Ontario, Canada
$301K -$172K -1,799 -39%
CSWG
1854
Cardinal Strategic Wealth Guidance
Kentucky
$301K -$46.6K -488 -15%
ZF
1855
Zhang Financial
Michigan
$300K -$38.5K -403 -13%
JFA
1856
Johanson Financial Advisors
California
$299K +$2.2K +23 +0.8%
DC
1857
DeDora Capital
California
$297K -$4.58K -48 -2%
PWA
1858
Physician Wealth Advisors
Utah
$297K +$95 +1 +0%
SWM
1859
Sugarloaf Wealth Management
Georgia
$296K -$37.5K -393 -12%
SW
1860
StrongBox Wealth
Missouri
$296K +$42.1K +441 +19%
CCG
1861
Ceeto Capital Group
Florida
$295K +$382 +4 +0.1%
LCM
1862
Liberty Capital Management
Michigan
$295K +$263K +2,759 New
CCM
1863
Carlson Capital Management
Minnesota
$294K -$9.74K -102 -4%
ITIM
1864
Indiana Trust & Investment Management
Indiana
$294K -$8.21K -86 -3%
FFG
1865
Frisch Financial Group
New York
$293K +$859 +9 +0.3%
WDG
1866
Wealth Dimensions Group
Ohio
$292K +$261K +2,732 New
SRC
1867
Sage Rhino Capital
California
$291K -$477 -5 -0.2%
PAG
1868
Private Advisory Group
Washington
$290K -$47K -492 -15%
ST
1869
Somerset Trust
Pennsylvania
$290K +$5.92K +62 +2%
CAL
1870
Capital Analysts LLC
Pennsylvania
$287K -$14.3K -150 -5%
FNBOSM
1871
First National Bank of South Miami
Florida
$287K -$1.91K -20 -0.7%
PAM
1872
Peak Asset Management
Colorado
$287K +$22.8K +239 +10%
BCM
1873
Brookmont Capital Management
Texas
$286K -$182K -1,903 -42%
AHB
1874
Abner Herrman & Brock
New Jersey
$286K -$49.4K -517 -16%
FIB
1875
First Interstate Bank
Montana
$285K -$336K -3,521 -57%
73 74
75
76 77