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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
851
Financial Management Professionals
Texas
$334K -$231 -1 -0.1%
ECM
852
Estabrook Capital Management
New York
$329K – – –
CFO
853
Cambient Family Office
Michigan
$329K +$334K +1,444 New
GLA
854
Great Lakes Advisors
Illinois
$328K -$3.47K -15 -1%
PWP
855
Phillips Wealth Planners
Mississippi
$328K -$1.39K -6 -0.4%
AMIM
856
Aull & Monroe Investment Management
Alabama
$327K – – –
CSPIA
857
Cary Street Partners Investment Advisory
Virginia
$326K +$46.9K +203 +16%
GAAM
858
Guinness Atkinson Asset Management
California
$326K +$8.56K +37 +3%
LMFP
859
Larry Mathis Financial Planning
Arizona
$326K +$331K +1,431 New
PCM
860
Pointe Capital Management
Michigan
$325K -$58.7K -254 -15%
LTAS
861
Linden Thomas Advisory Services
North Carolina
$324K -$4.63K -20 -1%
S
862
Sunpointe
Missouri
$324K -$85.1K -368 -21%
CI
863
Conning Inc
Connecticut
$322K -$92.5K -400 -22%
JCM
864
Janney Capital Management
Pennsylvania
$320K – – –
NDSI
865
Newman Dignan & Sheerar Inc
Rhode Island
$319K – – –
TC
866
Trilogy Capital
California
$317K -$8.56K -37 -3%
PWPS
867
Pinnacle Wealth Planning Services
Ohio
$313K +$318K +1,376 New
IFWM
868
Institute for Wealth Management
Colorado
$312K +$28.2K +122 +10%
PPW
869
Pasadena Private Wealth
California
$310K – – –
IWM
870
IHT Wealth Management
Illinois
$309K +$6.01K +26 +2%
SAI
871
Savvy Advisors Inc
New York
$308K +$61.1K +264 +24%
FMLI
872
Fukoku Mutual Life Insurance
Japan
$306K -$33.8K -146 -10%
AFP
873
Ausdal Financial Partners
Iowa
$302K +$44.4K +192 +17%
CCM
874
Cinctive Capital Management
New York
$301K +$306K +1,323 New
AAS
875
Ameritas Advisory Services
Nebraska
$299K +$228K +987 +301%
33 34
35
36 37