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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1801
NTV Asset Management
West Virginia
$4.31M -$13.5K -42 -0.3%
SSWM
1802
Strait & Sound Wealth Management
California
$4.29M -$133K -415 -3%
PP
1803
PDS Planning
Ohio
$4.29M +$75.1K +234 +2%
1SB
1804
1ST Source Bank
Indiana
$4.28M – – –
BIA
1805
Benchmark Investment Advisors
Illinois
$4.28M +$17.3K +54 +0.4%
SAS
1806
Stelac Advisory Services
New York
$4.26M +$1.06M +3,307 +36%
HAG
1807
HighPoint Advisor Group
Illinois
$4.26M +$359K +1,117 +10%
WSC
1808
Wellington Shields & Co
New York
$4.26M -$3.53K -11 -0.1%
CWM
1809
Cordatus Wealth Management
Pennsylvania
$4.25M +$55.2K +172 +1%
CQWA
1810
Chokshi & Queen Wealth Advisors
California
$4.25M -$73.5K -229 -2%
HW
1811
HORAN Wealth
Ohio
$4.24M +$125K +388 +3%
LSPW
1812
Lake Street Private Wealth
Illinois
$4.24M -$10.9K -34 -0.3%
CIM
1813
Cambria Investment Management
California
$4.22M +$2.19M +6,806 +124%
SFO
1814
Stenger Family Office
Illinois
$4.22M +$69K +215 +2%
PL
1815
Perpetual Ltd
Australia
$4.21M +$873K +2,720 +28%
CIM
1816
Corbyn Investment Management
Maryland
$4.21M -$8.35K -26 -0.2%
CCIA
1817
Campbell & Co Investment Adviser
Maryland
$4.2M +$1.7M +5,281 +76%
PIWA
1818
Prevail Innovative Wealth Advisors
Kansas
$4.2M +$3.41M +10,637 +659%
HWA
1819
Heritage Wealth Advisors
Virginia
$4.19M -$886K -2,761 -18%
WAS
1820
WESPAC Advisors SoCal
California
$4.19M +$172K +536 +5%
PWAM
1821
Papamarkou Wellner Asset Management
New York
$4.19M – – –
DA
1822
Doliver Advisors
Texas
$4.18M -$196K -611 -5%
PCM
1823
Pincus Capital Management
New York
$4.17M – – –
JSAM
1824
J. Safra Asset Management
New York
$4.17M +$282K +878 +8%
PWAM
1825
Private Wealth Asset Management
Iowa
$4.15M +$19.3K +60 +0.5%
71 72
73
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