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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1501
Texas Capital Bank Wealth Management Services
Texas
$23.1M -$629K -3,406 -3%
MCA
1502
Millennium Capital Advisors
Arkansas
$23.1M -$77.7K -421 -0.3%
CF
1503
Clarity Financial
Texas
$23.1M -$2.83M -15,344 -11%
AIM
1504
Anchor Investment Management
South Carolina
$23.1M +$1.15M +6,255 +5%
RC
1505
RBF Capital
California
$23.1M – – –
TCA
1506
Trifecta Capital Advisors
Illinois
$23M -$516K -2,793 -2%
WTFG
1507
Wells Trecaso Financial Group
Ohio
$23M -$136K -735 -0.6%
LSA
1508
L & S Advisors
California
$23M -$1.91M -10,366 -8%
AFAS
1509
Acorn Financial Advisory Services
Virginia
$23M -$222K -1,204 -1%
SACTSONJ
1510
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$22.9M -$997K -5,400 -4%
PL
1511
Plancorp LLC
Missouri
$22.9M +$410K +2,219 +2%
BFW
1512
Brady Family Wealth
Missouri
$22.8M +$298K +1,613 +1%
KWMG
1513
King Wealth Management Group
Florida
$22.8M -$282K -1,525 -1%
GIM
1514
Guardian Investment Management
California
$22.7M -$71.1K -385 -0.3%
JC
1515
JB Capital
Connecticut
$22.7M -$9.6K -52 -0%
GGS
1516
Galvin Gaustad & Stein
Arizona
$22.7M -$396K -2,147 -2%
PWMG
1517
Prestige Wealth Management Group
New Jersey
$22.6M -$159K -860 -0.7%
SFP
1518
Shepherd Financial Partners
Massachusetts
$22.6M +$469K +2,539 +2%
RIA
1519
RPG Investment Advisory
California
$22.6M -$1.89M -10,256 -8%
NHC
1520
Nicholas Hoffman & Company
Georgia
$22.6M -$232K -1,256 -1%
LT
1521
Legacy Trust
Michigan
$22.5M -$991K -5,368 -4%
B
1522
Bellecapital
Switzerland
$22.5M +$233K +1,264 +1%
HB
1523
HTLF Bank
Colorado
$22.5M +$21.6M +116,831 New
WCM
1524
Whitener Capital Management
North Carolina
$22.5M +$775K +4,199 +4%
BA
1525
Ballast Advisors
Minnesota
$22.5M -$2.13M -11,525 -9%
59 60
61
62 63