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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
751
SOA Wealth Advisors
New York
$269K -$24.2K -205 -8%
SFP
752
Shepherd Financial Partners
Massachusetts
$268K -$34.4K -292 -11%
RA
753
RFG Advisory
Alabama
$268K +$7.31K +62 +3%
WP
754
WealthSource Partners
California
$268K +$41.7K +354 +18%
SCM
755
Schnieders Capital Management
California
$268K +$274K +2,327 New
PNC
756
Park National Corp
Ohio
$267K – – –
PFS
757
Prospera Financial Services
Texas
$266K -$22.2K -188 -8%
BMC
758
Beaton Management Company
Massachusetts
$266K – – –
HL
759
HeadInvest LLC
Maine
$266K +$24.5K +208 +10%
BMA
760
Brooks Moore & Associates
Tennessee
$265K – – –
MIM
761
Marco Investment Management
Georgia
$265K – – –
LWAC
762
Laurel Wealth Advisors (California)
California
$265K +$15.4K +131 +6%
TA
763
Tiedemann Advisors
New York
$263K -$943 -8 -0.3%
IAIM
764
International Assets Investment Management
Florida
$262K -$287K -2,438 -52%
FLPIM
765
F.L. Putnam Investment Management
Massachusetts
$262K -$1.65K -14 -0.6%
WA
766
WealthTrust Axiom
Pennsylvania
$262K – – –
BAM
767
Belpointe Asset Management
Nevada
$258K -$8.49K -72 -3%
BFA
768
Beaumont Financial Advisors
Massachusetts
$258K – – –
BOPW
769
Brandywine Oak Private Wealth
Pennsylvania
$257K +$6.13K +52 +2%
VDI
770
Vaughan David Investments
Illinois
$257K +$11.8K +100 +5%
GW
771
GW & Wade
Massachusetts
$257K +$263K +2,231 New
PCMC
772
Private Capital Management (Colorado)
Colorado
$256K -$46.1K -391 -15%
LNB
773
Ledyard National Bank
$256K – – –
SVWAG
774
Sound View Wealth Advisors Group
Georgia
$256K – – –
SICM
775
Sustainable Insight Capital Management
New York
$255K +$261K +2,215 New
29 30
31
32 33