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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1051
Legacy Financial Advisors
Kentucky
$870K +$85K +309 +11%
NI
1052
Natural Investments
California
$869K -$2.48K -9 -0.3%
OIA
1053
Optimum Investment Advisors
Illinois
$867K – – –
HCM
1054
Howard Capital Management
Georgia
$864K -$150K -544 -15%
PPWP
1055
Premier Path Wealth Partners
New Jersey
$856K -$105K -383 -11%
MM
1056
MQS Management
New York
$856K +$427K +1,552 +105%
IAIM
1057
International Assets Investment Management
Florida
$855K – – –
BSA
1058
Bull Street Advisors
Georgia
$854K -$6.88K -25 -0.8%
1SB
1059
1ST Source Bank
Indiana
$853K -$12.7K -46 -1%
FI
1060
Finivi Inc
Massachusetts
$847K – – –
BHA
1061
Beech Hill Advisors
New York
$841K – – –
RCAG
1062
Rehmann Capital Advisory Group
Michigan
$838K -$60.5K -220 -7%
MSAM
1063
Moloney Securities Asset Management
Missouri
$835K -$158K -573 -16%
EDRH
1064
Edmond de Rothschild Holding
Switzerland
$833K +$55K +200 +7%
KSB
1065
Kennebec Savings Bank
Maine
$832K +$19K +69 +2%
FWA
1066
FSM Wealth Advisors
Ohio
$826K +$55K +200 +7%
ECA
1067
Elevate Capital Advisors
Colorado
$822K +$802K +2,913 New
NWAG
1068
Net Worth Advisory Group
Utah
$818K -$27.2K -99 -3%
CAG
1069
Crestwood Advisors Group
Massachusetts
$813K +$61.1K +222 +8%
FAB
1070
First American Bank
Illinois
$812K – – –
KSWWM
1071
Keyes Stange & Wooten Wealth Management
Florida
$809K -$6.05K -22 -0.8%
SMA
1072
Sage Mountain Advisors
Georgia
$800K -$90K -327 -10%
SWM
1073
Segment Wealth Management
Texas
$799K – – –
CIC
1074
Chilton Investment Company
Connecticut
$799K +$310K +1,125 +66%
WFAG
1075
Worth Financial Advisory Group
North Carolina
$797K -$42.7K -155 -5%
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