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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
1076
Montz Harcus Wealth Management
Louisiana
$670K -$20.1K -113 -3%
HAG
1077
HF Advisory Group
Maryland
$670K +$62.2K +349 +10%
PFPT
1078
Pinnacle Financial Partners (Tennessee)
Tennessee
$670K +$57K +320 +10%
KMWM
1079
Keudell/Morrison Wealth Management
Oregon
$668K +$42.6K +239 +7%
AA
1080
Altrafin AG
$668K – – –
PFWA
1081
Paces Ferry Wealth Advisors
Georgia
$666K +$30.1K +169 +5%
ACM
1082
Alta Capital Management
Utah
$666K -$16.9K -95 -3%
RA
1083
Ransom Advisory
Rhode Island
$664K -$17.8K -100 -3%
EP
1084
Elkhorn Partners
Nebraska
$664K +$146K +820 +29%
PMSA
1085
Patrick M. Sweeney & Associates
Illinois
$663K +$42.1K +236 +7%
SAM
1086
Sompo Asset Management
Japan
$663K +$118K +660 +22%
TCOV
1087
Trust Company of Vermont
Vermont
$662K -$63.8K -358 -9%
WC
1088
Weil Company
California
$661K -$3.56K -20 -0.5%
AIM
1089
Athena Investment Management
California
$661K -$1.6K -9 -0.2%
LA
1090
Lakeside Advisors
Washington
$661K -$35.6K -200 -5%
AF
1091
Apexium Financial
Texas
$656K +$1.6K +9 +0.3%
SFI
1092
Siemens Fonds Invest
Germany
$654K -$4.81K -27 -0.7%
RCM
1093
RNC Capital Management
California
$647K +$2.67K +15 +0.4%
CRC
1094
Curi RMB Capital
Illinois
$646K -$31.4K -176 -5%
FFA
1095
Fortune Financial Advisors
Kansas
$645K -$52.6K -295 -8%
AIM
1096
Acropolis Investment Management
Missouri
$645K -$2.5K -14 -0.4%
SAF
1097
Smith Anglin Financial
Texas
$644K -$33.2K -186 -5%
DP
1098
Dearborn Partners
Illinois
$643K -$94.5K -530 -13%
AFG
1099
Allegheny Financial Group
Pennsylvania
$643K +$134K +753 +27%
DA
1100
Doliver Advisors
Texas
$642K -$65.1K -365 -9%
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