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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1301
Capital Investment Advisors
Georgia
$5.71M +$240K +1,049 +5%
BCFD
1302
Boit C.F. David
$5.68M – – –
PA
1303
Profund Advisors
Maryland
$5.68M -$119K -521 -2%
SIA
1304
Schechter Investment Advisors
Michigan
$5.67M -$228K -998 -4%
CCT
1305
Chemung Canal Trust
New York
$5.66M +$22.2K +97 +0.4%
AWA
1306
Arete Wealth Advisors
Illinois
$5.64M -$435K -1,901 -7%
S
1307
SimplyRich
California
$5.62M -$16.7K -73 -0.3%
BZWA
1308
Blue Zone Wealth Advisors
California
$5.61M +$230K +1,006 +4%
WG
1309
Welch Group
Alabama
$5.6M +$174K +762 +3%
LMIM
1310
Lockheed Martin Investment Management
Maryland
$5.59M -$50.4K -220 -0.9%
CIC
1311
Chase Investment Counsel
Virginia
$5.59M +$20.4K +89 +0.4%
DEA
1312
DoubleLine ETF Adviser
Florida
$5.59M -$74.6K -326 -1%
SFP
1313
Shepherd Financial Partners
Massachusetts
$5.58M +$40.3K +176 +0.8%
TLP
1314
Trinity Legacy Partners
Texas
$5.57M +$19.7K +86 +0.4%
SC
1315
Sawyer & Company
Massachusetts
$5.55M -$36.4K -159 -0.7%
FFAM
1316
Forge First Asset Management
Canada
$5.55M -$2.28M -9,952 -30%
EFS
1317
Essex Financial Services
Connecticut
$5.54M -$481K -2,102 -8%
BFW
1318
Brady Family Wealth
Missouri
$5.53M +$24K +105 +0.5%
LOPW
1319
Live Oak Private Wealth
North Carolina
$5.53M +$3.89K +17 +0.1%
PM
1320
Phraction Management
Connecticut
$5.52M -$3.43K -15 -0.1%
SFA
1321
Souders Financial Advisors
Ohio
$5.51M -$194K -849 -4%
IAM
1322
Innovis Asset Management
Illinois
$5.48M – – –
AC
1323
Asio Capital
Kentucky
$5.48M +$37.8K +165 +0.7%
MCM
1324
McDonough Capital Management
Florida
$5.47M +$52.2K +228 +1%
BWS
1325
Buck Wealth Strategies
Colorado
$5.46M +$5.25M +22,940 +58,821%
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