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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
801
Kingswood Wealth Advisors
California
$880K +$925K +12,376 New
SLI
802
Sumitomo Life Insurance
Japan
$876K -$11.7K -156 -1%
NAM
803
NTV Asset Management
West Virginia
$872K -$4.93K -66 -0.5%
LA
804
Lifeworks Advisors
Michigan
$871K +$277K +3,703 +43%
NFG
805
Nations Financial Group
Iowa
$869K +$8.22K +110 +0.9%
IA
806
IFP Advisors
Florida
$864K -$59.4K -794 -6%
GC
807
Grimes & Company
Massachusetts
$864K +$2.39K +32 +0.3%
CRWM
808
Castle Rock Wealth Management
California
$862K -$2.84K -38 -0.3%
AG
809
Ascent Group
Virginia
$857K -$311K -4,161 -27%
CCM
810
Chilton Capital Management
Texas
$855K – – –
SFG
811
Summit Financial Group
West Virginia
$851K -$29.9K -400 -3%
RMC
812
Resources Management Corp
Connecticut
$849K -$3.74K -50 -0.4%
EF
813
Exeter Financial
Arizona
$842K +$31.7K +424 +4%
FMAEN1
814
Fund Management at Engine No 1
California
$841K +$76.3K +1,020 +9%
SMC
815
Smith, Moore & Co
Missouri
$839K +$10.6K +142 +1%
BONH
816
Bank of New Hampshire
New Hampshire
$835K -$851K -11,388 -49%
AP
817
Appleton Partners
Massachusetts
$833K -$23.3K -312 -3%
LNC
818
Lincoln National Corp
Pennsylvania
$830K -$203K -2,710 -19%
BL
819
Balentine LLC
Georgia
$823K -$130K -1,738 -13%
CWP
820
Cyndeo Wealth Partners
Florida
$820K – – –
EWM
821
Empirical Wealth Management
Washington
$818K -$17.5K -234 -2%
PAA
822
Peregrine Asset Advisers
Oregon
$812K +$854K +11,421 New
HSA
823
HBK Sorce Advisory
Pennsylvania
$811K -$10.3K -138 -1%
CSPAM
824
Cary Street Partners Asset Management
Virginia
$809K -$2.09K -28 -0.2%
CAM
825
Costello Asset Management
Pennsylvania
$809K -$252K -3,377 -23%
31 32
33
34 35