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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Spire Wealth Management
Virginia
$317K +$16.8K +428 +7%
CF
752
Convergence Financial
Missouri
$316K +$263K +6,714 New
OCBCO
753
Oversea-Chinese Banking Corp (OCBC)
Singapore
$315K +$263K +6,709 New
MGIA
754
Moneta Group Investment Advisors
Missouri
$315K +$4.35K +111 +2%
RSWM
755
Robertson Stephens Wealth Management
California
$315K +$11K +281 +4%
NS
756
NBC Securities
Alabama
$314K +$44.2K +1,128 +20%
PWG
757
Portside Wealth Group
Utah
$314K +$12.9K +329 +5%
CGA
758
Crescent Grove Advisors
Illinois
$312K – – –
PAM
759
Peninsula Asset Management
Florida
$311K +$259K +6,616 New
FCBT
760
First Citizens Bank & Trust
North Carolina
$311K +$627 +16 +0.2%
BWA
761
Basecamp Wealth Advisors
Washington
$310K -$3.17K -81 -1%
RA
762
RFG Advisory
Alabama
$309K +$3.8K +97 +1%
WA
763
Wealth Alliance
New York
$308K -$33.5K -856 -12%
DDC
764
DF Dent & Co
Maryland
$308K – – –
SP
765
Successful Portfolios
Florida
$305K -$116K -2,966 -31%
DSC
766
Duncker Streett & Co
Missouri
$305K – – –
WP
767
WealthShield Partners
North Carolina
$303K +$253K +6,454 New
AA
768
Armis Advisers
Georgia
$301K -$43.1K -1,101 -14%
BC
769
Bridgefront Capital
Texas
$301K +$251K +6,398 New
SIAP
770
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$300K +$18.2K +464 +8%
NAM
771
NTV Asset Management
West Virginia
$299K -$162K -4,132 -39%
AWS
772
Arkfeld Wealth Strategies
Nebraska
$299K +$2.66K +68 +1%
YIM
773
Yoffe Investment Management
Pennsylvania
$299K – – –
KFGK
774
Keystone Financial Group (Kentucky)
Kentucky
$299K -$22.7K -580 -8%
CFD
775
Creative Financial Designs
Indiana
$298K -$35.2K -899 -12%
29 30
31
32 33