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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
626
EverSource Wealth Advisors
Alabama
$690K +$2.96K +21 +0.5%
RH
627
RFG Holdings
Texas
$688K +$109K +772 +21%
CSB
628
City State Bank
Iowa
$682K – – –
MNBTD
629
Moody National Bank Trust Division
Texas
$678K -$35.6K -253 -5%
AI
630
Atria Investments
North Carolina
$678K -$312K -2,215 -34%
PF
631
Phoenix Financial
Israel
$677K -$845 -6 -0.1%
GCP
632
GSA Capital Partners
United Kingdom
$675K -$212K -1,506 -26%
CA
633
Capital Advantage
California
$674K +$614K +4,364 New
EFMC
634
Empire Financial Management Company
New York
$667K +$608K +4,320 New
RRA
635
Round Rock Advisors
Connecticut
$666K -$27.7K -197 -4%
OCBCO
636
Oversea-Chinese Banking Corp (OCBC)
Singapore
$666K -$3.86M -27,420 -87%
PCH
637
PGIM Custom Harvest
New Jersey
$659K +$601K +4,266 New
NFSG
638
Newbridge Financial Services Group
Florida
$656K +$598K +4,249 New
WBC
639
Westpac Banking Corp
Australia
$653K -$343K -2,436 -37%
CRCM
640
Crystal Rock Capital Management
Illinois
$649K – – –
HI
641
Harbour Investments
Wisconsin
$647K +$24.6K +175 +4%
IW
642
IronOak Wealth
Texas
$633K +$577K +4,101 New
RL
643
Retireful LLC
Michigan
$631K +$575K +4,087 New
CG
644
Caprock Group
Idaho
$623K +$29.7K +211 +6%
VSAM
645
Value Star Asset Management
Hong Kong
$618K +$563K +4,000 New
GJWM
646
Gilliland Jeter Wealth Management
Arkansas
$605K +$22.2K +158 +4%
HH
647
Hilltop Holdings
Texas
$604K +$297K +2,109 +117%
EPA
648
Element Pointe Advisors
Florida
$603K +$550K +3,907 New
WCM
649
Washington Capital Management
Washington
$602K +$549K +3,900 New
AC
650
Avestar Capital
New York
$602K +$29.1K +207 +6%
24 25
26
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