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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
776
Buckingham Strategic Wealth
Missouri
$249K +$272K +1,845 New
GF
777
Gabelli Funds
New York
$249K +$54.3K +368 +25%
S
778
ShariaPortfolio
Florida
$248K -$35.3K -239 -12%
CWA
779
Clarity Wealth Advisors
California
$248K – – –
HT
780
Heritage Trust
Oklahoma
$247K +$33.7K +228 +14%
SFC
781
SYM Financial Corp
Indiana
$245K +$267K +1,810 New
NL
782
NWAM LLC
Washington
$244K -$246K -1,669 -48%
CL
783
CSS LLC
Illinois
$243K -$576K -3,900 -68%
V
784
ViaWealth
Kansas
$243K +$62.8K +425 +31%
CM
785
Capula Management
Cayman Islands
$241K +$264K +1,785 New
JCM
786
Jacobi Capital Management
Pennsylvania
$241K +$263K +1,782 New
FT
787
Fiduciary Trust
Massachusetts
$240K -$33.2K -225 -11%
OM
788
OV Management
Minnesota
$239K +$2.51K +17 +1%
SWM
789
Spire Wealth Management
Virginia
$239K -$121K -819 -32%
BCA
790
Bay Colony Advisors
Massachusetts
$238K -$27.8K -188 -10%
WBC
791
Westpac Banking Corp
Australia
$238K -$60.8K -412 -19%
FZCM
792
Flynn Zito Capital Management
New York
$236K -$128K -870 -33%
CA
793
Clearstead Advisors
Ohio
$235K -$15.8K -107 -6%
RCAG
794
Rehmann Capital Advisory Group
Michigan
$235K +$12.8K +87 +5%
ACM
795
Adalta Capital Management
New York
$235K – – –
CW
796
CIC Wealth
Maryland
$232K +$253K +1,715 New
CCFM
797
Clear Creek Financial Management
Washington
$232K +$253K +1,714 New
A
798
Allianz
Germany
$230K – – –
AFP
799
Ausdal Financial Partners
Iowa
$228K +$58.2K +394 +30%
CA
800
Claro Advisors
Massachusetts
$227K +$249K +1,684 New
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