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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1551
Parsec Financial Management
North Carolina
$419K +$7.11K +32 +2%
CAGAS
1552
Capital Advisory Group Advisory Services
Minnesota
$418K -$223K -1,002 -38%
GIA
1553
Granite Investment Advisors
New Hampshire
$418K -$1.11K -5 -0.3%
SDH
1554
Sloy Dahl & Holst
Washington
$415K +$89.1K +401 +33%
BCI
1555
Brinker Capital Investments
Pennsylvania
$414K -$470K -2,115 -57%
OFG
1556
Oxford Financial Group
Indiana
$414K -$19.8K -89 -5%
FHC
1557
First Horizon Corporation
Tennessee
$414K -$4.67K -21 -1%
LF
1558
Lantz Financial
Illinois
$414K -$1.78K -8 -0.5%
BWFA
1559
Baltimore-Washington Financial Advisors
Maryland
$414K – – –
LJAC
1560
L.J. Altfest & Co
New York
$414K +$1.56K +7 +0.4%
PMG
1561
ProVise Management Group
Florida
$413K – – –
GLLW
1562
Graves Light Lenhart Wealth
Virginia
$412K – – –
RTC
1563
Riverview Trust Company
Washington
$411K – – –
BMO
1564
Beck Mack & Oliver
New York
$410K -$176K -794 -33%
PA
1565
Procyon Advisors
Connecticut
$409K -$128K -576 -26%
HAC
1566
Harbor Advisory Corp
New Hampshire
$409K -$35.8K -161 -9%
JCM
1567
Jag Capital Management
Missouri
$409K -$22K -99 -6%
MA
1568
Modus Advisors
Minnesota
$409K +$2K +9 +0.6%
SBL
1569
Sargent Bickham Lagudis
Colorado
$409K +$74K +333 +26%
DHFB
1570
Dixon Hubard Feinour & Brown
Virginia
$408K +$6.22K +28 +2%
EE
1571
EWG Elevate
California
$406K -$88.7K -399 -20%
OLA
1572
Oliver Luxxe Assets
New Jersey
$404K – – –
LIA
1573
LBMC Investment Advisors
Tennessee
$403K +$33.8K +152 +11%
HFG
1574
Heron Financial Group
New York
$402K – – –
ACA
1575
Aptus Capital Advisors
Alabama
$401K -$2K -9 -0.6%
61 62
63
64 65