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Name Holding Trade Value Shares
Change 		Change in
Stake
NRD
1526
Nebula Research & Development
New York
$866K +$595K +3,044 +162%
AFG
1527
Allegheny Financial Group
Pennsylvania
$863K +$34.8K +178 +4%
SGI
1528
Summit Global Investments
Utah
$863K +$203K +1,040 +27%
FNFDCM
1529
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$861K +$1.56K +8 +0.2%
PCM
1530
Presidio Capital Management
California
$861K +$44.2K +226 +5%
SMWM
1531
Silvia McColl Wealth Management
California
$859K +$80.7K +413 +9%
HFS
1532
Howard Financial Services
Texas
$855K +$172K +882 +22%
WSWA
1533
Warren Street Wealth Advisors
California
$855K +$52.8K +270 +6%
PWA
1534
Prairie Wealth Advisors
Nebraska
$855K +$950K +4,861 New
TWM
1535
TLW Wealth Management
Florida
$854K +$277K +1,420 +41%
ZIMP
1536
Zimmermann Investment Management & Planning
Pennsylvania
$852K +$2.93K +15 +0.3%
ISL
1537
Ingalls & Snyder LLC
New York
$852K -$50.4K -258 -5%
AWA
1538
Aletheian Wealth Advisors
Washington
$851K +$17.6K +90 +2%
TWM
1539
Thrive Wealth Management
Pennsylvania
$851K -$75.6K -387 -7%
ESB
1540
Essex Savings Bank
Connecticut
$850K – – –
WDC
1541
Woodward Diversified Capital
California
$849K +$155K +794 +20%
PWA
1542
Physician Wealth Advisors
Utah
$849K +$12.7K +65 +1%
NGA
1543
Naples Global Advisors
Florida
$846K +$239K +1,222 +34%
OFS
1544
OneAscent Financial Services
Alabama
$845K -$34K -174 -3%
VCM
1545
Virtue Capital Management
Tennessee
$845K +$442K +2,260 +85%
FG
1546
Foster Group
Iowa
$845K -$110K -565 -11%
UAM
1547
Unison Asset Management
Florida
$843K +$137K +703 +17%
WA
1548
WP Advisors
California
$841K +$277K +1,417 +42%
MHC
1549
Meyer Handelman Company
New York
$840K +$5.86K +30 +0.6%
ANTB
1550
AMG National Trust Bank
Colorado
$840K -$13.7K -70 -1%
60 61
62
63 64