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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
751
CreativeOne Wealth
Kansas
$377K +$16.9K +7 +5%
RPWA
752
Regent Peak Wealth Advisors
Georgia
$375K -$7.25K -3 -2%
MIP
753
Marietta Investment Partners
Wisconsin
$372K +$365K +151 New
ST
754
Spinnaker Trust
Maine
$370K -$9.67K -4 -3%
SACTSONJ
755
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$370K – – –
SIMG
756
Sonora Investment Management Group
Arizona
$367K +$7.25K +3 +2%
LCM
757
LCM Capital Management
Illinois
$360K -$7.25K -3 -2%
CAG
758
Csenge Advisory Group
Florida
$353K -$9.67K -4 -3%
MCM
759
Monument Capital Management
Virginia
$345K +$29K +12 +9%
FWM
760
Fairhaven Wealth Management
Illinois
$343K – – –
WPC
761
Wedmont Private Capital
Pennsylvania
$338K +$45.9K +19 +16%
MSAM
762
Moloney Securities Asset Management
Missouri
$338K +$62.8K +26 +23%
IFG
763
Independent Financial Group
California
$335K +$96.7K +40 +42%
CCS
764
Concentric Capital Strategies
Connecticut
$335K +$329K +136 New
CT
765
Cambridge Trust
Massachusetts
$333K – – –
EGM
766
Engineers Gate Manager
New York
$333K -$595K -246 -65%
G
767
GenTrust
Florida
$333K -$2.42K -1 -0.7%
FFN
768
Focus Financial Network
Minnesota
$333K +$50.8K +21 +18%
PTC
769
Private Trust Company
Ohio
$326K -$53.2K -22 -14%
FFM
770
Forum Financial Management
Illinois
$326K – – –
PL
771
Plancorp LLC
Missouri
$323K – – –
IWC
772
Integrated Wealth Concepts
Massachusetts
$321K +$36.3K +15 +13%
IAN
773
Integrated Advisors Network
Texas
$321K -$1.21M -500 -79%
LNB
774
Ledyard National Bank
$321K – – –
TWM
775
TriaGen Wealth Management
California
$318K – – –
29 30
31
32 33