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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1026
Transcend Capital Advisors
New Jersey
$504K +$246K +1,299 +76%
FCP
1027
Fidelis Capital Partners
Florida
$503K -$14.2K -75 -2%
RCS
1028
R2 Capital Strategies
Nebraska
$503K +$567K +2,997 New
HIIFS
1029
Harel Insurance Investments & Financial Services
Israel
$502K +$263K +1,390 +87%
SACTSONJ
1030
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$501K -$51.5K -272 -8%
IA
1031
Icon Advisers
Colorado
$498K – – –
WTC
1032
WhitTier Trust Company
Nevada
$497K +$208K +1,100 +69%
FRM
1033
Fox Run Management
Connecticut
$497K +$561K +2,963 New
MG
1034
Marex Group
$494K +$557K +2,943 New
KAS
1035
KPP Advisory Services
Kentucky
$492K +$24.4K +129 +5%
TPI
1036
Trust Point Inc
Wisconsin
$491K -$57.6K -304 -9%
CASB
1037
Cape Ann Savings Bank
Massachusetts
$490K -$19.7K -104 -3%
FCH
1038
Freestone Capital Holdings
Washington
$488K -$15.1K -80 -3%
MFG
1039
Menard Financial Group
Texas
$478K +$14.2K +75 +3%
CWM
1040
Cornerstone Wealth Management
Missouri
$477K +$139K +736 +35%
RBFC
1041
Roman Butler Fullerton & Co
Missouri
$476K +$8.33K +44 +2%
DWAM
1042
Duncan Williams Asset Management
Tennessee
$474K +$14.2K +75 +3%
GRR
1043
Golden Reserve Retirement
Ohio
$474K +$295K +1,557 +123%
IP
1044
Ignite Planners
California
$473K +$6.82K +36 +1%
KCP
1045
Kera Capital Partners
California
$473K -$4.73K -25 -0.9%
MBT
1046
Montecito Bank & Trust
California
$471K -$107K -567 -17%
KA
1047
Kovack Advisors
Florida
$471K -$43.7K -231 -8%
PWPS
1048
Pinnacle Wealth Planning Services
Ohio
$468K -$17.2K -91 -3%
QC
1049
Quent Capital
New York
$468K -$41.8K -221 -7%
CWMA
1050
Capstone Wealth Management (Alabama)
Alabama
$467K +$527K +2,783 New
40 41
42
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