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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1476
IBEX Wealth Advisors
New Jersey
$622K +$596K +12,500 New
BB
1477
Bell Bank
North Dakota
$614K -$6.68K -140 -1%
PFBT
1478
Parkside Financial Bank & Trust
Missouri
$614K +$53.4K +1,120 +10%
CA
1479
Capital Advantage
California
$612K -$343K -7,180 -36%
VWM
1480
Venturi Wealth Management
Texas
$612K +$1.91K +40 +0.3%
FWP
1481
FAS Wealth Partners
Kansas
$612K +$50.6K +1,060 +9%
GLA
1482
Good Life Advisors
Pennsylvania
$612K +$52.5K +1,100 +10%
WPP
1483
Whalerock Point Partners
Rhode Island
$610K -$9.54K -200 -2%
FHA
1484
First Horizon Advisors
Tennessee
$609K -$9.54K -200 -2%
PCA
1485
Private Capital Advisors
Connecticut
$607K +$26.7K +560 +5%
GCC
1486
Guardian Capital (Canada)
Ontario, Canada
$605K +$150K +3,140 +34%
TI
1487
Truepoint Inc
Ohio
$604K +$198K +4,160 +52%
IF
1488
IRON Financial
Illinois
$602K +$23.9K +500 +4%
FMW
1489
Farr Miller & Washington
District of Columbia
$602K +$63K +1,320 +12%
GCAC
1490
Guardian Capital Advisors (Canada)
Ontario, Canada
$600K +$102K +2,140 +22%
GRP
1491
Global Retirement Partners
California
$599K +$206K +4,320 +54%
SHCM
1492
Stokes & Hubbell Capital Management
Louisiana
$598K +$51.5K +1,080 +10%
EAMA
1493
EFG Asset Management (Americas)
Florida
$596K +$245K +5,140 +72%
BCM
1494
Blume Capital Management
California
$593K – – –
WC
1495
Whitney & Co
New York
$590K +$124K +2,600 +27%
BC
1496
Burney Company
Virginia
$586K +$63K +1,320 +12%
BBI
1497
Baxter Bros Inc
Connecticut
$585K -$85.9K -1,800 -13%
BC
1498
Banced Corp
Illinois
$583K -$156K -3,280 -21%
FRM
1499
Fox Run Management
Connecticut
$581K +$573K +12,000 New
CWA
1500
Cypress Wealth Advisors
California
$579K -$1.09M -22,940 -66%
58 59
60
61 62