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Name Holding Trade Value Shares
Change 		Change in
Stake
CPM
1226
Connective Portfolio Management
New York
$1.76M – – –
PWA
1227
Providence Wealth Advisors
Illinois
$1.76M – – –
FAM
1228
Formidable Asset Management
Ohio
$1.76M +$308K +3,298 +21%
FIA
1229
Foundations Investment Advisors
Arizona
$1.75M +$673K +7,196 +67%
MA
1230
Mutual Advisors
Nebraska
$1.75M +$496K +5,300 +40%
JPLA
1231
Joseph P. Lucia & Associates
New York
$1.75M +$19.4K +207 +1%
WIS
1232
Wright Investors Service
Connecticut
$1.75M +$129K +1,383 +8%
ACM
1233
Aljian Capital Management
Nevada
$1.74M +$36.1K +386 +2%
GSIAS
1234
Garden State Investment Advisory Services
New Jersey
$1.74M +$157K +1,683 +10%
DAS
1235
Dynamic Advisor Solutions
Arizona
$1.74M +$537K +5,738 +48%
SG
1236
StoneX Group
New York
$1.73M +$192K +2,057 +13%
VSQM
1237
V-Square Quantitative Management
Illinois
$1.73M +$4.21K +45 +0.3%
BIM
1238
Baldwin Investment Management
Pennsylvania
$1.73M +$49.8K +532 +3%
IBOK
1239
Independence Bank of Kentucky
Kentucky
$1.72M +$93.1K +995 +6%
IIM
1240
Intact Investment Management
Quebec, Canada
$1.71M +$542K +5,800 +50%
LAIC
1241
Lederer & Associates Investment Counsel
California
$1.71M -$146K -1,557 -8%
EMB
1242
Elefante Mark B
$1.71M +$444K +4,745 +37%
PCS
1243
Personal CFO Solutions
New Jersey
$1.7M +$588K +6,284 +57%
SAI
1244
Savvy Advisors Inc
New York
$1.7M +$423K +4,518 +35%
EWA
1245
Emergent Wealth Advisors
New York
$1.7M +$10.7K +114 +0.7%
EFG
1246
Everhart Financial Group
Ohio
$1.69M +$150K +1,607 +10%
EB
1247
Eastern Bank
Massachusetts
$1.68M +$39.3K +420 +3%
MYAM
1248
Meiji Yasuda Asset Management
Japan
$1.68M -$275K -2,939 -15%
FNBSF
1249
First National Bank Sioux Falls
South Dakota
$1.67M – – –
MMCM
1250
Murphy & Mullick Capital Management
New York
$1.67M +$38.2K +408 +2%
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