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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1026
Wealth Alliance Advisory Group
Kansas
$333K – – –
MC
1027
MIG Capital
California
$333K +$304K +3,130 New
WIM
1028
WealthPlan Investment Management
Nebraska
$332K +$304K +3,122 New
PCM
1029
Prelude Capital Management
New York
$331K +$303K +3,113 New
OFS
1030
OneAscent Financial Services
Alabama
$331K +$302K +3,109 New
SFCL
1031
Strengthening Families & Communities LLC
Massachusetts
$330K -$85.8K -882 -22%
FNBT
1032
FineMark National Bank & Trust
Florida
$329K – – –
VHAM
1033
Van Hulzen Asset Management
California
$328K -$9.43K -97 -3%
BPAMU
1034
BTG Pactual Asset Management US
New York
$328K – – –
GA
1035
GFS Advisors
Texas
$327K +$299K +3,077 New
RCA
1036
Resonant Capital Advisors
Wisconsin
$326K -$42.6K -438 -12%
MHC
1037
May Hill Capital
Massachusetts
$325K +$298K +3,059 New
DIM
1038
DLK Investment Management
California
$322K – – –
KP
1039
Keel Point
Alabama
$321K +$36.5K +375 +14%
OR
1040
Olympiad Research
Connecticut
$321K +$294K +3,018 New
GJWM
1041
Gilliland Jeter Wealth Management
Arkansas
$320K +$973 +10 +0.3%
PCM
1042
PAR Capital Management
Massachusetts
$319K -$195K -2,000 -40%
CWM
1043
Compass Wealth Management
Connecticut
$319K -$19.5K -200 -6%
MWM
1044
Mindset Wealth Management
Indiana
$319K +$48.6K +500 +20%
OHIS
1045
Oak Harvest Investment Services
Texas
$319K +$292K +3,000 New
SI
1046
Sprott Inc
Ontario, Canada
$319K +$292K +3,000 New
UWP
1047
Uniting Wealth Partners
Kansas
$319K +$292K +3,000 New
SIG
1048
Sargent Investment Group
Maryland
$319K +$305K +3,131 New
HFP
1049
Holistic Financial Partners
Indiana
$317K -$5.06K -52 -2%
SC
1050
Summa Corp
Texas
$317K – – –
40 41
42
43 44