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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1501
First Horizon Corporation
Tennessee
$56.7K -$27.4K -240 -33%
HHCP
1502
Hilton Head Capital Partners
South Carolina
$55.4K – – –
RIL
1503
Rothschild Investment LLC
Illinois
$54.5K +$32.5K +285 +148%
OCM
1504
Osterweis Capital Management
California
$52.9K – – –
TSMHT
1505
Thurston Springer Miller Herd & Titak
Indiana
$51K -$321K -2,814 -86%
PF
1506
PlanVest Financial
Maryland
$50.9K – – –
FA
1507
Fountainhead AM
New Jersey
$49.8K +$5.13K +45 +12%
SC
1508
Solstein Capital
California
$49.1K – – –
HIW
1509
Holos Integrated Wealth
Pennsylvania
$47.4K – – –
PWMG
1510
Private Wealth Management Group
New Jersey
$46.5K – – –
IAS
1511
IMA Advisory Services
Colorado
$44.9K +$44.9K +393 New
JWM
1512
JPL Wealth Management
Colorado
$44.1K -$4.11K -36 -9%
AG
1513
AmeriFlex Group
Nevada
$41.4K – – –
YAL
1514
Your Advocates Ltd
Texas
$41.1K – – –
SIC
1515
SJS Investment Consulting
Ohio
$40.9K -$228 -2 -0.6%
SGFG
1516
Silver Grove Financial Group
New York
$40.9K +$40.9K +358 New
CCA
1517
Catalyst Capital Advisors
New York
$40.5K -$7.76K -68 -16%
SG
1518
Sankala Group
Colorado
$40K – – –
GA
1519
GoalVest Advisory
New York
$39.6K -$14.9K -131 -27%
HPBT
1520
Hickory Point Bank & Trust
Illinois
$38.8K – – –
PWMA
1521
Pension & Wealth Management Advisors
Massachusetts
$37.1K -$33.2K -291 -47%
KFI
1522
Key Financial Inc
Pennsylvania
$36.5K – – –
HWA
1523
Heritage Wealth Advisors
Virginia
$35.4K -$9.7K -85 -22%
DF
1524
Downshift Financial
Colorado
$35.3K +$35.3K +309 New
CIA
1525
Cape Investment Advisory
Georgia
$35.2K +$35.1K +308 New
59 60
61
62 63