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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1476
Select Asset Management & Trust
Pennsylvania
$343K +$35.5K +160 +12%
PCA
1477
Peddock Capital Advisors
Massachusetts
$342K +$57.1K +257 +17%
LC
1478
Lindbrook Capital
California
$341K -$62.4K -281 -16%
PMFA
1479
Plante Moran Financial Advisors
Michigan
$341K -$8.44K -38 -2%
CP
1480
Corbenic Partners
Pennsylvania
$340K -$2.67K -12 -0.8%
AA
1481
Auxano Advisors
Washington
$340K – – –
EL
1482
EMFO LLC
Florida
$340K +$333K +1,500 New
LWANC
1483
Laurel Wealth Advisors (North Carolina)
North Carolina
$338K – – –
RWB
1484
RMR Wealth Builders
New Jersey
$338K +$44.4K +200 +15%
BG
1485
Bahl & Gaynor
Ohio
$332K -$54.4K -245 -14%
DWM
1486
Dorchester Wealth Management
Quebec, Canada
$332K +$36.4K +164 +13%
JCM
1487
Jacobi Capital Management
Pennsylvania
$330K +$63.8K +287 +25%
CAI
1488
Capital Advisors Inc
Oklahoma
$328K -$183K -822 -36%
EWG
1489
Executive Wealth Group
Washington
$327K – – –
SWP
1490
Strategic Wealth Partners
Ohio
$327K -$10.2K -46 -3%
CW
1491
CreativeOne Wealth
Kansas
$326K -$195K -878 -38%
BFC
1492
Bedel Financial Consulting
Indiana
$326K +$16.9K +76 +6%
HI
1493
Hendershot Investments
Virginia
$325K – – –
OWA
1494
One Wealth Advisors
California
$325K +$22.4K +101 +8%
LW
1495
Linscomb Wealth
Texas
$325K +$43.8K +197 +16%
AWM
1496
AllSquare Wealth Management
New York
$323K -$22.2K -100 -7%
GL
1497
Graypoint LLC
New York
$323K -$7.78K -35 -2%
KA
1498
Kercheville Advisors
Texas
$322K -$4.6M -20,720 -94%
ONB
1499
Old National Bancorp
Indiana
$321K -$511K -2,299 -62%
WAAG
1500
Wealth Alliance Advisory Group
Kansas
$321K +$110K +495 +54%
58 59
60
61 62