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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1226
RFG Advisory
Alabama
$637K +$43.8K +218 +7%
FNT
1227
First Nebraska Trust
Nebraska
$635K – – –
UL
1228
Unionview LLC
Washington
$633K -$29.3K -146 -4%
DAM
1229
Deltec Asset Management
New York
$632K -$70.3K -350 -10%
LSPW
1230
Lake Street Private Wealth
Illinois
$632K +$28.7K +143 +5%
PFMU
1231
Privium Fund Management (UK)
United Kingdom
$632K +$662K +3,300 New
BCM
1232
Boltwood Capital Management
California
$631K -$23.7K -118 -3%
HFA
1233
High Falls Advisors
New York
$627K – – –
DMBA
1234
Deseret Mutual Benefit Administrators
Utah
$625K -$855K -4,259 -57%
MWM
1235
Modera Wealth Management
New Jersey
$623K +$49.4K +246 +8%
VWM
1236
Venturi Wealth Management
Texas
$623K +$68.2K +340 +12%
CC
1237
Corsicana & Co
Texas
$621K -$124K -620 -16%
DFA
1238
Delta Financial Advisors
Louisiana
$621K +$36.9K +184 +6%
EFSCE
1239
Enterprise Financial Services Corp (EFSC)
Missouri
$620K -$60K -299 -8%
KCM
1240
Kornitzer Capital Management
Kansas
$618K – – –
FLPIM
1241
F.L. Putnam Investment Management
Massachusetts
$617K +$194K +966 +43%
CA
1242
Crumly & Associates
Illinois
$615K +$108K +539 +20%
GC
1243
GFG Capital
Florida
$612K +$57.2K +285 +10%
CWA
1244
Canvas Wealth Advisors
Kansas
$611K -$157K -783 -16%
BWA
1245
Blodgett Wealth Advisors
California
$610K -$221K -1,100 -26%
WWA
1246
WC Walker & Associates
California
$610K +$54.6K +272 +9%
PPW
1247
Pinnacle Private Wealth
Massachusetts
$609K -$112K -558 -15%
FMLI
1248
Fukoku Mutual Life Insurance
Japan
$609K – – –
PD
1249
Planning Directions
Pennsylvania
$609K +$299K +1,490 +88%
ECG
1250
Edge Capital Group
Georgia
$607K -$11K -55 -2%
48 49
50
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