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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1476
Tranquilli Financial Advisor
New Jersey
$535K -$4.05K -107 -0.8%
PTC
1477
Philadelphia Trust Company
Pennsylvania
$535K – – –
PCIA
1478
Prime Capital Investment Advisors
Kansas
$534K +$5.63K +149 +1%
CP
1479
Cumberland Partners
Ontario, Canada
$532K +$531K +14,037 New
APP
1480
Avantax Planning Partners
Iowa
$532K -$25.1K -664 -5%
IPW
1481
Inlet Private Wealth
Florida
$531K -$56.7K -1,500 -10%
SB
1482
Simmons Bank
Arkansas
$531K -$77.5K -2,050 -13%
FP
1483
Financial Perspectives
Minnesota
$530K +$37.7K +996 +8%
NHC
1484
Nicholas Hoffman & Company
Georgia
$530K -$34K -899 -6%
CWP
1485
Concord Wealth Partners
Virginia
$530K +$107K +2,842 +26%
WIC
1486
Woodmont Investment Counsel
Tennessee
$530K -$26.5K -700 -5%
GWSG
1487
GPS Wealth Strategies Group
Colorado
$529K +$74K +1,958 +16%
QC
1488
Quent Capital
New York
$529K +$11.6K +308 +2%
CD
1489
Chapin Davis
Maryland
$528K +$45.2K +1,196 +9%
BAM
1490
Beaumont Asset Management
Texas
$527K -$13.9K -367 -3%
SW
1491
SlateStone Wealth
Florida
$526K +$37.4K +988 +8%
FMWA
1492
Forvis Mazars Wealth Advisors
Missouri
$525K +$10.7K +283 +2%
NCM
1493
Next Capital Management
New York
$525K – – –
IDBONY
1494
Israel Discount Bank of New York
New York
$518K -$26.4K -698 -5%
PIA
1495
Pinion Investment Advisors
Kansas
$515K -$101K -2,680 -16%
BONH
1496
Bank of New Hampshire
New Hampshire
$512K -$44K -1,165 -8%
BIA
1497
Barry Investment Advisors
Massachusetts
$508K +$9.68K +256 +2%
BIA
1498
Bigelow Investment Advisors
Maine
$508K -$28.2K -747 -5%
EFSCE
1499
Enterprise Financial Services Corp (EFSC)
Missouri
$508K -$12.3K -324 -2%
NB
1500
Northwest Bancshares
Pennsylvania
$507K -$76.2K -2,014 -13%
58 59
60
61 62