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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1251
Peddock Capital Advisors
Massachusetts
$1.5M -$70K -1,726 -4%
IRC
1252
Investors Research Corp
Georgia
$1.5M -$41.8K -1,031 -3%
ECA
1253
Elevated Capital Advisors
Utah
$1.5M +$211K +5,211 +16%
SW
1254
SVB Wealth
Massachusetts
$1.5M -$442K -10,906 -23%
ADL
1255
Asset Dedication LLC
California
$1.5M -$160K -3,934 -10%
HEM
1256
Henson-Edgewater Management
Ohio
$1.5M +$1.49M +36,757 New
PF
1257
Phoenix Financial
Israel
$1.5M +$387K +9,549 +35%
PCMF
1258
Private Capital Management (Florida)
Florida
$1.5M +$8.31K +205 +0.6%
SNBOSD
1259
Security National Bank of So Dak
Iowa
$1.49M +$3.45K +85 +0.2%
AIM
1260
Adapt Investment Managers
Switzerland
$1.49M +$1.48M +36,555 New
NAM
1261
NTV Asset Management
West Virginia
$1.49M -$19.7K -486 -1%
ISWM
1262
Independent Solutions Wealth Management
New York
$1.49M -$75.1K -1,851 -5%
MFIM
1263
Mesirow Financial Investment Management
Illinois
$1.48M -$1.51M -37,247 -51%
ACM
1264
AlphaStar Capital Management
North Carolina
$1.48M +$278K +6,844 +23%
NW
1265
Naviter Wealth
Arkansas
$1.47M -$290K -7,155 -17%
UAM
1266
Unifi Asset Management
New York
$1.47M +$1.46M +36,100 New
SWA
1267
Stratos Wealth Advisors
Ohio
$1.47M -$43.8K -1,081 -3%
IAS
1268
Insigneo Advisory Services
Florida
$1.47M +$42.1K +1,038 +3%
MIM
1269
Moseley Investment Management
Florida
$1.46M -$236K -5,810 -14%
SGCA
1270
Steel Grove Capital Advisors
Tennessee
$1.46M -$213K -5,248 -13%
HI
1271
Harrington Investments
California
$1.46M -$180K -4,442 -11%
WKSWA
1272
White Knight Strategic Wealth Advisors
New Jersey
$1.46M +$519K +12,803 +56%
TWM
1273
Tortuga Wealth Management
California
$1.46M +$1.45M +35,724 New
WCM
1274
Weaver Capital Management
Georgia
$1.45M +$63.3K +1,560 +5%
KCM
1275
Kennondale Capital Management
Virginia
$1.45M +$1.45M +35,682 New
49 50
51
52 53