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Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
951
True North Advisors
Texas
$793K +$11K +82 +2%
OBWG
952
Onyx Bridge Wealth Group
New York
$787K +$19.8K +147 +3%
WA
953
WP Advisors
California
$786K +$13.4K +100 +2%
SC
954
Savant Capital
Illinois
$785K +$74.1K +551 +11%
CCG
955
Capital CS Group
California
$784K -$828K -6,163 -53%
FFN
956
Focus Financial Network
Minnesota
$781K +$43.4K +323 +6%
PTC
957
Private Trust Company
Ohio
$770K -$28K -208 -4%
SSB
958
Sandy Spring Bank
Maryland
$769K +$19.5K +145 +3%
CA
959
Continuum Advisory
Idaho
$768K -$3.5K -26 -0.5%
HWIS
960
Hancock Whitney Investment Services
Louisiana
$768K +$721K +5,361 New
BAM
961
Beaumont Asset Management
Texas
$763K +$10.3K +77 +1%
SP
962
Symmetry Partners
Connecticut
$762K – – –
BOS
963
Bank of Stockton
California
$761K +$73.9K +550 +12%
CPA
964
Cardiff Park Advisors
California
$759K +$709K +5,273 New
WPW
965
Waldron Private Wealth
Pennsylvania
$758K +$8.06K +60 +1%
ATC
966
Argent Trust Co
Tennessee
$757K +$46.8K +348 +7%
OWA
967
Octavia Wealth Advisors
Ohio
$754K -$98.7K -734 -12%
SW
968
SkyOak Wealth
Michigan
$753K -$265K -1,974 -27%
SG
969
StoneX Group
New York
$752K +$47.3K +352 +7%
JIP
970
Jaffetilchin Investment Partners
Florida
$751K +$111K +824 +19%
FAM
971
Fulcrum Asset Management
United Kingdom
$750K – – –
AWM
972
AllSquare Wealth Management
New York
$748K -$12.1K -90 -2%
CC
973
Cypress Capital
Tennessee
$748K – – –
IB
974
Intrust Bank
Kansas
$741K +$99.2K +738 +17%
TWM
975
Tradition Wealth Management
Minnesota
$739K +$43.7K +325 +7%
37 38
39
40 41