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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
976
SFMG Wealth Advisors
Texas
$288K +$41.6K +232 +16%
HNB
977
Huntington National Bank
Ohio
$287K +$25.8K +144 +9%
MOS
978
MGO One Seven
Ohio
$287K +$298K +1,664 New
KJWM
979
Kiley Juergens Wealth Management
Washington
$285K +$296K +1,654 New
VFA
980
Valeo Financial Advisors
Indiana
$282K +$68.8K +384 +31%
ST
981
Smithfield Trust
Pennsylvania
$281K -$38.3K -214 -12%
SS
982
Sunbelt Securities
Texas
$279K +$61.8K +345 +27%
AFG
983
Albion Financial Group
Utah
$277K +$6.81K +38 +2%
SCM
984
Stevens Capital Management
Pennsylvania
$275K +$30.6K +171 +12%
RCAG
985
Rehmann Capital Advisory Group
Michigan
$272K -$11.1K -62 -4%
SKK
986
Shepherd Kaplan Krochuk
Massachusetts
$272K +$283K +1,578 New
SEIA
987
Signature Estate & Investment Advisors
California
$271K +$281K +1,570 New
HK
988
Horizon Kinetics
New York
$270K +$13.6K +76 +5%
CCA
989
Clearwater Capital Advisors
Illinois
$267K – – –
FHA
990
First Horizon Advisors
Tennessee
$264K +$717 +4 +0.3%
MIAN
991
Mariner Independent Advisor Network
Kansas
$264K +$2.72M +15,163 New
CWA
992
Cypress Wealth Advisors
California
$262K – – –
EWM
993
Edge Wealth Management
New York
$261K +$20.6K +115 +8%
UBV
994
United Bank (Virginia)
Virginia
$261K +$271K +1,510 New
ACM
995
Ashford Capital Management
Delaware
$259K – – –
AP
996
Advisor Partners
California
$259K +$252K +1,407 New
LNB
997
Ledyard National Bank
$259K +$269K +1,500 New
PWAG
998
Polaris Wealth Advisory Group
California
$255K +$265K +1,477 New
BOTW
999
Bank of the West
California
$252K -$179K -1,000 -41%
KP
1000
Keel Point
Alabama
$251K +$261K +1,455 New
38 39
40
41 42