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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
751
Convergence Financial
Missouri
$316K +$263K +6,714 New
OCBCO
752
Oversea-Chinese Banking Corp (OCBC)
Singapore
$315K +$263K +6,709 New
MGIA
753
Moneta Group Investment Advisors
Missouri
$315K +$4.35K +111 +2%
RSWM
754
Robertson Stephens Wealth Management
California
$315K +$11K +281 +4%
NS
755
NBC Securities
Alabama
$314K +$44.2K +1,128 +20%
PWG
756
Portside Wealth Group
Utah
$314K +$12.9K +329 +5%
CGA
757
Crescent Grove Advisors
Illinois
$312K – – –
PAM
758
Peninsula Asset Management
Florida
$311K +$259K +6,616 New
FCBT
759
First Citizens Bank & Trust
North Carolina
$311K +$627 +16 +0.2%
BWA
760
Basecamp Wealth Advisors
Washington
$310K -$3.17K -81 -1%
RA
761
RFG Advisory
Alabama
$309K +$3.8K +97 +1%
WA
762
Wealth Alliance
New York
$308K -$33.5K -856 -12%
DDC
763
DF Dent & Co
Maryland
$308K – – –
SP
764
Successful Portfolios
Florida
$305K -$116K -2,966 -31%
DSC
765
Duncker Streett & Co
Missouri
$305K – – –
WP
766
WealthShield Partners
North Carolina
$303K +$253K +6,454 New
AA
767
Armis Advisers
Georgia
$301K -$43.1K -1,101 -14%
BC
768
Bridgefront Capital
Texas
$301K +$251K +6,398 New
SIAP
769
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K +$18.2K +464 +8%
NAM
770
NTV Asset Management
West Virginia
$299K -$162K -4,132 -39%
AWS
771
Arkfeld Wealth Strategies
Nebraska
$299K +$2.66K +68 +1%
YIM
772
Yoffe Investment Management
Pennsylvania
$299K – – –
KFGK
773
Keystone Financial Group (Kentucky)
Kentucky
$299K -$22.7K -580 -8%
CFD
774
Creative Financial Designs
Indiana
$298K -$35.2K -899 -12%
CAMG
775
CWA Asset Management Group
Florida
$297K +$17.1K +437 +7%
29 30
31
32 33