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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1576
Holistic Financial Partners
Indiana
$296K -$93.8K -338 -21%
RA
1577
RFG Advisory
Alabama
$296K -$35.5K -128 -9%
XWM
1578
Xcel Wealth Management
Florida
$296K +$354K +1,275 New
ISL
1579
Ingalls & Snyder LLC
New York
$295K +$63.6K +229 +22%
CBA
1580
Coastal Bridge Advisors
Connecticut
$295K +$352K +1,268 New
HKIM
1581
Hayek Kallen Investment Management
Alabama
$294K – – –
CWM
1582
CCG Wealth Management
California
$293K +$63K +227 +22%
GWM
1583
Greenwich Wealth Management
Connecticut
$292K +$19.7K +71 +6%
MFW
1584
Meristem Family Wealth
Minnesota
$292K +$115K +413 +49%
FSG
1585
Financial Strategies Group
Michigan
$291K +$134K +482 +63%
HCIA
1586
Hochman Cole Investment Advisors
Illinois
$290K +$346K +1,246 New
CBN
1587
Cadence Bank NA
Texas
$289K +$345K +1,243 New
KMWM
1588
Keudell/Morrison Wealth Management
Oregon
$287K +$1.67K +6 +0.5%
SIAP
1589
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$286K +$27.8K +100 +9%
TCM
1590
Tufton Capital Management
Maryland
$286K +$91.6K +330 +37%
FHA
1591
First Horizon Advisors
Tennessee
$285K -$35.3K -127 -9%
AA
1592
AlphaMark Advisors
Kentucky
$284K +$114K +410 +51%
FRM
1593
Fox Run Management
Connecticut
$283K +$337K +1,215 New
CC
1594
Constitution Capital
Connecticut
$283K +$338K +1,217 New
MSA
1595
Marino Stram & Associates
Massachusetts
$282K +$18.3K +66 +6%
ESB
1596
Essex Savings Bank
Connecticut
$281K -$7.5K -27 -2%
BFA
1597
Beaumont Financial Advisors
Massachusetts
$280K -$43.9K -158 -12%
BOTW
1598
Bank of the West
California
$279K – – –
GIM
1599
Grassi Investment Management
California
$279K – – –
HPCM
1600
Hunter Perkins Capital Management
Illinois
$279K +$27.8K +100 +9%
62 63
64
65 66