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Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
776
First Command Bank
Texas
$667K – – –
MIM
777
Montgomery Investment Management
Maryland
$661K – – –
TCM
778
Triumph Capital Management
Colorado
$660K +$42.4K +290 +6%
RI
779
Redwood Investments
Massachusetts
$658K +$1.46K +10 +0.2%
ICP
780
Interchange Capital Partners
Pennsylvania
$657K +$104K +710 +17%
SAS
781
Sanford Advisory Services
Michigan
$653K – – –
USCWA
782
U.S. Capital Wealth Advisors
Texas
$649K -$73.1K -500 -10%
IWM
783
IHT Wealth Management
Illinois
$646K +$13.2K +90 +2%
BSW
784
Buckingham Strategic Wealth
Missouri
$645K -$13.2K -90 -2%
SS
785
Simplicity Solutions
Minnesota
$642K +$295K +2,020 +77%
QI
786
Qtron Investments
Massachusetts
$638K – – –
SIA
787
Soltis Investment Advisors
Utah
$636K +$1.46K +10 +0.2%
OIM
788
Oder Investment Management
California
$636K +$113K +770 +20%
IAP
789
Indie Asset Partners
Indiana
$635K -$43.8K -300 -6%
OFS
790
OneAscent Financial Services
Alabama
$635K +$48.2K +330 +8%
FHA
791
First Horizon Advisors
Tennessee
$634K -$1.46K -10 -0.2%
LA
792
Latitude Advisors
Florida
$631K +$669K +4,580 New
VAM
793
Vienna Asset Management
California
$631K +$669K +4,580 New
JWBC
794
J.W. Burns & Co
New York
$623K – – –
TCM
795
Traynor Capital Management
Pennsylvania
$622K +$58.4K +400 +10%
ANHIM
796
Alan N. Hoffman Investment Management
Massachusetts
$621K +$218K +1,490 +52%
HIMC
797
Heritage Investors Management Corp
Maryland
$620K – – –
ZIG
798
Zullo Investment Group
Pennsylvania
$616K +$653K +4,470 New
GA
799
Greytown Advisors
Florida
$614K -$4.38K -30 -0.7%
WJA
800
Willis Johnson & Associates
Texas
$613K +$45.3K +310 +7%
30 31
32
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