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Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
826
Pacific Global Investment Management
California
$223K -$7.55K -65 -3%
NHC
827
Nicholas Hoffman & Company
Georgia
$222K +$116 +1 +0%
APG
828
Abacus Planning Group
South Carolina
$222K +$232 +2 +0.1%
ISL
829
Ingalls & Snyder LLC
New York
$221K – – –
AWA
830
Arete Wealth Advisors
Illinois
$221K +$241K +2,079 New
GSC
831
Ground Swell Capital
South Carolina
$221K +$242K +2,081 New
CPA
832
Cardiff Park Advisors
California
$220K +$240K +2,069 New
PGFC
833
Peapack-Gladstone Financial Corp
New Jersey
$219K -$11.6K -100 -5%
CA
834
Carson Advisory
Georgia
$219K – – –
BFM
835
Boston Financial Management
Massachusetts
$218K – – –
SPP
836
Single Point Partners
Massachusetts
$218K +$238K +2,053 New
BOPW
837
Brandywine Oak Private Wealth
Pennsylvania
$216K -$8.24K -71 -3%
BLC
838
Brown, Lisle/Cummings
Rhode Island
$215K – – –
EIA
839
Edgemoor Investment Advisors
Maryland
$215K -$20.2K -174 -8%
HTC
840
Haverford Trust Company
Pennsylvania
$215K – – –
HL
841
HeadInvest LLC
Maine
$214K -$34.8K -300 -13%
OWM
842
OneAscent Wealth Management
Alabama
$214K -$1.51K -13 -0.6%
CWM
843
Cornerstone Wealth Management
Missouri
$214K +$232 +2 +0.1%
MIM
844
Marco Investment Management
Georgia
$213K – – –
PNC
845
Park National Corp
Ohio
$213K +$6.73K +58 +3%
PFA
846
Pure Financial Advisors
California
$213K +$232K +2,002 New
CPC
847
Consolidated Planning Corp
Georgia
$212K – – –
GAG
848
GM Advisory Group
New York
$212K – – –
CWG
849
Cornerstone Wealth Group
North Carolina
$209K -$11.4K -98 -5%
KTC
850
Kistler-Tiffany Companies
Pennsylvania
$209K – – –
32 33
34
35 36