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Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1476
S.R. Schill & Associates
Washington
$534K – – –
CB
1477
Cadence Bank
Mississippi
$534K -$2.88K -14 -0.6%
TWM
1478
TriaGen Wealth Management
California
$534K +$25.1K +122 +5%
BFS
1479
BridgePort Financial Solutions
Iowa
$533K -$11.3K -55 -2%
CFMC
1480
Curbstone Financial Management Corp
New Hampshire
$531K – – –
MB
1481
MidFirst Bank
Oklahoma
$531K +$503K +2,444 New
FSWA
1482
Financial Synergies Wealth Advisors
Texas
$530K +$17.7K +86 +4%
AOWM
1483
Asset One Wealth Management
Washington
$530K +$468K +2,275 New
V
1484
ViaWealth
Kansas
$529K +$41.1K +200 +9%
JMFC
1485
J.M. Forbes & Co
Massachusetts
$529K – – –
FMLI
1486
Fukoku Mutual Life Insurance
Japan
$528K -$46.3K -225 -8%
NCM
1487
Noesis Capital Mangement
Florida
$528K -$4.94K -24 -1%
AWM
1488
Angeles Wealth Management
California
$526K -$139K -678 -22%
PFWA
1489
Paces Ferry Wealth Advisors
Georgia
$525K -$25.7K -125 -5%
EBSAM
1490
Eubel Brady & Suttman Asset Management
Ohio
$525K – – –
CGL
1491
Clarius Group LLC
Washington
$525K -$9.26K -45 -2%
SA
1492
Skyline Advisors
Washington
$524K -$41.1K -200 -8%
AHL
1493
Abel Hall LLC
Louisiana
$520K +$493K +2,395 New
WPW
1494
Waldron Private Wealth
Pennsylvania
$520K -$32.9K -160 -6%
EAM
1495
Evanson Asset Management
California
$519K -$6.17K -30 -1%
CIAS
1496
CFS Investment Advisory Services
New Jersey
$517K -$20.6K -100 -4%
KCM
1497
Kanawha Capital Management
Virginia
$517K +$489K +2,379 New
CL
1498
CVFG LLC
Indiana
$516K +$2.06K +10 +0.4%
GG
1499
Greenwood Gearhart
Arkansas
$515K +$12.3K +60 +3%
B
1500
Bensler
Washington
$514K +$59.6K +290 +14%
58 59
60
61 62