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Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
1151
Heritage Oak Wealth Advisors
Florida
$887K +$802K +40,308 New
AIA
1152
Affinity Investment Advisors
California
$886K -$9.37K -471 -1%
MNBTD
1153
Moody National Bank Trust Division
Texas
$883K +$152K +7,628 +23%
PWPS
1154
Pinnacle Wealth Planning Services
Ohio
$880K +$6.87K +345 +0.9%
FSA
1155
Financial Sense Advisors
California
$879K -$2.95M -148,027 -79%
9WM
1156
9258 Wealth Management
Ohio
$876K +$1.47K +74 +0.2%
WSCM
1157
Wellington Shields Capital Management
New York
$876K -$15.7K -788 -2%
LFG
1158
Larson Financial Group
Missouri
$869K +$168K +8,460 +27%
BAM
1159
Byrne Asset Management
New Jersey
$863K -$42.7K -2,146 -5%
FBT
1160
First Bankers Trust
Kentucky
$862K -$16.3K -817 -2%
AA
1161
Apriem Advisors
California
$862K -$6.41K -322 -0.8%
PA
1162
PFG Advisors
Arizona
$859K -$81.3K -4,085 -9%
FMWA
1163
Forvis Mazars Wealth Advisors
Missouri
$858K +$776K +39,011 New
EFMC
1164
Empire Financial Management Company
New York
$858K -$28.6K -1,437 -4%
MPWT
1165
MassMutual Private Wealth & Trust
Connecticut
$857K +$126K +6,314 +19%
CIC
1166
Cornercap Investment Counsel
Georgia
$854K -$670K -33,696 -46%
AAG
1167
Armstrong Advisory Group
Massachusetts
$854K -$32.7K -1,641 -4%
OFS
1168
OneAscent Financial Services
Alabama
$854K -$72.2K -3,630 -9%
BG
1169
Bahl & Gaynor
Ohio
$852K +$2.69K +135 +0.3%
CCP
1170
Cassia Capital Partners
North Carolina
$851K -$61.3K -3,081 -7%
FFA
1171
First Foundation Advisors
California
$851K +$314K +15,775 +69%
IA
1172
IFG Advisory
Georgia
$850K -$383K -19,230 -33%
MSFS
1173
Main Street Financial Solutions
Pennsylvania
$847K -$117K -5,855 -13%
BJL
1174
Brighton Jones LLC
Washington
$845K -$182K -9,127 -19%
HWM
1175
Horizon Wealth Management
Illinois
$842K -$14K -706 -2%
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