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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
601
Boston Financial Management
Massachusetts
$316K – – –
MRCM
602
M&R Capital Management
New Jersey
$316K – – –
CBN
603
Cadence Bank NA
Texas
$315K – – –
WPW
604
Warther Private Wealth
Ohio
$314K -$171K -5,587 -33%
LSAG
605
Lake Street Advisors Group
New Hampshire
$314K +$18.3K +596 +6%
RCA
606
Reitz Capital Advisors
Michigan
$314K +$41.4K +1,350 +14%
NHC
607
Nicholas Hoffman & Company
Georgia
$313K – – –
PCA
608
Peddock Capital Advisors
Massachusetts
$313K – – –
CCB
609
Country Club Bank
Missouri
$312K -$43.3K -1,414 -12%
SVCP
610
Silicon Valley Capital Partners
California
$312K +$337K +10,994 New
AFG
611
Alterity Financial Group
Maine
$312K +$337K +11,000 New
FPAS
612
Focus Partners Advisor Solutions
Missouri
$308K -$60.4K -1,972 -15%
AMG
613
Advisors Management Group
Wisconsin
$306K +$858 +28 +0.3%
1IA
614
1834 Investment Advisors
Wisconsin
$305K – – –
BWP
615
BSW Wealth Partners
Colorado
$305K – – –
CCIA
616
Campbell & Co Investment Adviser
Maryland
$304K -$134K -4,380 -29%
SAMC
617
Spectrum Asset Management (California)
California
$303K -$3.28K -107 -1%
PL
618
Plancorp LLC
Missouri
$303K +$950 +31 +0.3%
FA
619
FDx Advisors
Illinois
$303K +$327K +10,673 New
NFG
620
Nations Financial Group
Iowa
$302K -$14.5K -473 -4%
MGIA
621
Moneta Group Investment Advisors
Missouri
$301K -$11.3K -369 -3%
PGAM
622
Princeton Global Asset Management
New Jersey
$301K – – –
HA
623
Herold Advisors
New York
$301K +$214 +7 +0.1%
FHA
624
First Horizon Advisors
Tennessee
$301K +$26.5K +865 +9%
EWA
625
EP Wealth Advisors
California
$300K -$74.7K -2,437 -19%
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