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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
976
Diversify Advisory Services
Utah
$1.46M +$110K +537 +10%
RCG
977
Regatta Capital Group
California
$1.46M -$36K -175 -3%
FFM
978
Forum Financial Management
Illinois
$1.45M -$294K -1,431 -18%
ONB
979
Old National Bancorp
Indiana
$1.43M -$59.8K -291 -4%
TP
980
TritonPoint Partners
Maryland
$1.43M +$1.36M +6,593 New
TPWA
981
TRUE Private Wealth Advisors
Oregon
$1.43M -$24.9K -121 -2%
WTB
982
Washington Trust Bank
Washington
$1.42M – – –
JHCP
983
Jackson Hole Capital Partners
Oklahoma
$1.42M -$30.4K -148 -2%
AB
984
Atlas Brown
Kentucky
$1.41M -$823 -4 -0.1%
MUAMU
985
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.41M -$1.03M -5,000 -43%
FFBTD
986
First Financial Bank - Trust Division
Ohio
$1.41M +$15.2K +74 +1%
FCAS
987
First Command Advisory Services
Texas
$1.41M -$327K -1,589 -20%
BAM
988
Belpointe Asset Management
Nevada
$1.4M -$1.05M -5,092 -44%
SS
989
Sunbelt Securities
Texas
$1.4M +$136K +660 +11%
AMIM
990
Aull & Monroe Investment Management
Alabama
$1.4M – – –
MIA
991
MeadowBrook Investment Advisors
Michigan
$1.39M -$7.2K -35 -0.5%
PFSC
992
Peoples Financial Services Corp
Pennsylvania
$1.39M -$2.47K -12 -0.2%
WF
993
Wayfinding Financial
Washington
$1.39M -$22.4K -109 -2%
ZIG
994
Zullo Investment Group
Pennsylvania
$1.38M -$3.5K -17 -0.3%
FDP
995
Financiere des Professionnels
Quebec, Canada
$1.38M -$49.4K -240 -4%
HG
996
Herbst Group
Connecticut
$1.38M +$298K +1,450 +30%
VCM
997
Vivaldi Capital Management
Illinois
$1.37M +$7.2K +35 +0.6%
EWM
998
EPG Wealth Management
Georgia
$1.36M +$23K +112 +2%
SB
999
Simmons Bank
Arkansas
$1.36M – – –
MWM
1000
Massachusetts Wealth Management
Massachusetts
$1.36M +$63.8K +310 +5%
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