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Name Holding Trade Value Shares
Change 		Change in
Stake
S
2851
Steadtrust
Texas
$592K +$462K +1,332 New
HP
2852
Haven Private
Florida
$591K +$78K +225 +20%
CCG
2853
Catalina Capital Group
California
$591K -$86.4K -249 -16%
AWMT
2854
AAFMAA Wealth Management & Trust
North Carolina
$590K -$10.8K -31 -2%
TM
2855
TigerOak Management
New Mexico
$590K – – –
MLFP
2856
MPS Loria Financial Planners
Illinois
$589K +$3.47K +10 +0.8%
WHCI
2857
W.H. Cornerstone Investments
Massachusetts
$589K -$336K -970 -42%
DI
2858
Disciplined Investors
Texas
$587K +$37.5K +108 +9%
AMBIA
2859
Allen Mooney & Barnes Investment Advisors
Georgia
$587K -$564K -1,625 -55%
MAM
2860
McCarthy Asset Management
California
$587K – – –
MWM
2861
Meritas Wealth Management
California
$587K – – –
GPFA
2862
Game Plan Financial Advisors
Ohio
$587K -$20.8K -60 -4%
IJWM
2863
Inman Jager Wealth Management
Mississippi
$587K – – –
BWM
2864
Base Wealth Management
Florida
$586K +$6.59K +19 +1%
NEI
2865
Northwest & Ethical Investments
Ontario, Canada
$585K +$458K +1,320 New
MCM
2866
Monument Capital Management
Virginia
$585K +$80.8K +233 +22%
SC
2867
Stephens Consulting
Michigan
$584K -$380K -1,096 -45%
UBG
2868
United Bank (Georgia)
Georgia
$584K -$57.2K -165 -11%
PA
2869
Pineridge Advisors
Missouri
$583K -$14.6K -42 -3%
CA
2870
CapWealth Advisors
Tennessee
$583K +$455K +1,312 New
ACA
2871
American Capital Advisory
Idaho
$583K +$24.6K +71 +6%
CB
2872
Cadence Bank
Mississippi
$583K +$26.7K +77 +6%
LFG
2873
Lazard Frères Gestion
France
$582K – – –
MCA
2874
Millennium Capital Advisors
Arkansas
$579K +$34.7K +100 +8%
HA
2875
Helium Advisors
Washington
$579K -$22.9K -66 -5%
113 114
115
116 117