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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
976
Patten Group
Tennessee
$563K +$25.3K +439 +6%
FNBOMD
977
First National Bank of Mount Dora
Florida
$561K -$35.3K -611 -7%
GCAC
978
Guardian Capital Advisors (Canada)
Ontario, Canada
$561K – – –
PP
979
PDS Planning
Ohio
$561K +$2.31K +40 +0.5%
FHA
980
Flagship Harbor Advisors
Massachusetts
$558K – – –
WMA
981
Wealth Management Associates
New Jersey
$557K +$70.8K +1,227 +18%
SS
982
Simplicity Solutions
Minnesota
$555K +$80K +1,386 +20%
BO
983
Bank OZK
Arkansas
$546K -$147K -2,551 -24%
IWA
984
IVC Wealth Advisors
Pennsylvania
$540K -$5.19K -90 -1%
JAG
985
Journey Advisory Group
Kentucky
$538K -$455K -7,893 -50%
COF
986
Capital One Financial
Virginia
$537K -$35.6K -617 -7%
GCP
987
GSA Capital Partners
United Kingdom
$537K -$11.5K -200 -2%
AWA
988
Alaska Wealth Advisors
Alaska
$537K -$8.48K -147 -2%
WIA
989
Westbourne Investment Advisors
Maryland
$537K -$5.77K -100 -1%
MGIA
990
Moneta Group Investment Advisors
Missouri
$536K +$10.1K +175 +2%
OPWM
991
Oakwell Private Wealth Management
Texas
$535K -$114K -1,968 -20%
AIC
992
Ameritas Investment Company
Nebraska
$534K +$83.3K +1,443 +22%
IFWM
993
Institute for Wealth Management
Colorado
$533K – – –
HIC
994
Holderness Investments Company
North Carolina
$529K – – –
TCOT
995
Trust Company of Toledo
Ohio
$528K -$12.5K -217 -3%
SWM
996
Segment Wealth Management
Texas
$525K – – –
FM
997
Foster & Motley
Ohio
$523K -$1.56K -27 -0.3%
WT
998
Washington Trust
Rhode Island
$523K +$31.2K +540 +8%
BEC
999
Blue Edge Capital
Virginia
$522K – – –
TCWM
1000
Total Clarity Wealth Management
Illinois
$519K -$1.44K -25 -0.3%
38 39
40
41 42