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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
976
Huntington National Bank
Ohio
$287K +$25.8K +144 +9%
MOS
977
MGO One Seven
Ohio
$287K +$298K +1,664 New
KJWM
978
Kiley Juergens Wealth Management
Washington
$285K +$296K +1,654 New
VFA
979
Valeo Financial Advisors
Indiana
$282K +$68.8K +384 +31%
ST
980
Smithfield Trust
Pennsylvania
$281K -$38.3K -214 -12%
SS
981
Sunbelt Securities
Texas
$279K +$61.8K +345 +27%
AFG
982
Albion Financial Group
Utah
$277K +$6.81K +38 +2%
SCM
983
Stevens Capital Management
Pennsylvania
$275K +$30.6K +171 +12%
RCAG
984
Rehmann Capital Advisory Group
Michigan
$272K -$11.1K -62 -4%
SKK
985
Shepherd Kaplan Krochuk
Massachusetts
$272K +$283K +1,578 New
SEIA
986
Signature Estate & Investment Advisors
California
$271K +$281K +1,570 New
HK
987
Horizon Kinetics
New York
$270K +$13.6K +76 +5%
CCA
988
Clearwater Capital Advisors
Illinois
$267K – – –
FHA
989
First Horizon Advisors
Tennessee
$264K +$717 +4 +0.3%
MIAN
990
Mariner Independent Advisor Network
Kansas
$264K +$2.72M +15,163 New
CWA
991
Cypress Wealth Advisors
California
$262K – – –
EWM
992
Edge Wealth Management
New York
$261K +$20.6K +115 +8%
UBV
993
United Bank (Virginia)
Virginia
$261K +$271K +1,510 New
ACM
994
Ashford Capital Management
Delaware
$259K – – –
AP
995
Advisor Partners
California
$259K +$252K +1,407 New
LNB
996
Ledyard National Bank
$259K +$269K +1,500 New
PWAG
997
Polaris Wealth Advisory Group
California
$255K +$265K +1,477 New
BOTW
998
Bank of the West
California
$252K -$179K -1,000 -41%
KP
999
Keel Point
Alabama
$251K +$261K +1,455 New
RA
1000
RFG Advisory
Alabama
$246K +$19.9K +111 +9%
38 39
40
41 42