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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1601
Romano Brothers & Co
Illinois
$25.6M -$228K -1,020 -0.9%
PWMG
1602
Prestige Wealth Management Group
New Jersey
$25.5M -$364K -1,629 -1%
SAF
1603
Smith Anglin Financial
Texas
$25.5M +$29.9K +134 +0.1%
MC
1604
Montag & Caldwell
Georgia
$25.5M -$1.01M -4,535 -4%
ADL
1605
Asset Dedication LLC
California
$25.5M -$1.14M -5,117 -4%
PCA
1606
Peddock Capital Advisors
Massachusetts
$25.4M -$148K -661 -0.6%
BL
1607
Balentine LLC
Georgia
$25.3M +$11.3M +50,801 +88%
TNBTD
1608
Trustmark National Bank Trust Department
Mississippi
$25.1M -$3.28M -14,705 -12%
MA
1609
MSA Advisors
California
$25.1M -$89.3K -400 -0.4%
CPIA
1610
Cornell Pochily Investment Advisors
New York
$25.1M +$10.5K +47 +0%
HB
1611
HTLF Bank
Colorado
$25M -$639K -2,860 -3%
EI
1612
Ellevest Inc
New York
$24.9M +$66.5K +298 +0.3%
ERWM
1613
Elk River Wealth Management
Colorado
$24.9M +$209K +937 +0.9%
1WA
1614
180 Wealth Advisors
Washington
$24.9M -$176K -790 -0.7%
TPCW
1615
TD Private Client Wealth
New York
$24.9M +$1.46M +6,543 +7%
FPGK
1616
Financial Partners Group (Kansas)
Kansas
$24.9M +$174K +778 +0.7%
ZB
1617
Zions Bancorporation
Utah
$24.8M +$876K +3,924 +4%
LA
1618
LM Advisors
California
$24.8M -$450K -2,014 -2%
IG
1619
Ithaka Group
Virginia
$24.8M -$715K -3,201 -3%
WPA
1620
Winning Points Advisors
Florida
$24.8M +$32.4M +145,174 New
KP
1621
Keel Point
Alabama
$24.7M +$1.1M +4,916 +5%
CWM
1622
CMH Wealth Management
New Hampshire
$24.7M -$145K -650 -0.6%
PCS
1623
Personal CFO Solutions
New Jersey
$24.7M +$2.12M +9,514 +10%
PWM
1624
Paulson Wealth Management
Illinois
$24.7M -$453K -2,028 -2%
VBFG
1625
Vishria Bird Financial Group
Tennessee
$24.6M -$346K -1,549 -1%
63 64
65
66 67