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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1051
SS&H Financial Advisors
Michigan
$979K – – –
EC
1052
Enhancing Capital
Pennsylvania
$978K – – –
CIAS
1053
Capital Investment Advisory Services
North Carolina
$972K -$62K -689 -6%
ANTB
1054
AMG National Trust Bank
Colorado
$960K +$7.92K +88 +0.8%
MWP
1055
Meriwether Wealth & Planning
Louisiana
$959K +$25.4K +282 +3%
BSA
1056
Bull Street Advisors
Georgia
$957K -$8.1K -90 -0.8%
NAS
1057
Nicolet Advisory Services
Wisconsin
$957K +$50.7K +564 +6%
BIAS
1058
Beacon Investment Advisory Services
New Jersey
$953K -$80K -889 -8%
SWM
1059
Spire Wealth Management
Virginia
$953K -$722K -8,023 -43%
VNIM
1060
Vaughan Nelson Investment Management
Texas
$949K – – –
BOS
1061
Bank of Stockton
California
$948K -$19.8K -220 -2%
CIM
1062
CIM Investment Management
Pennsylvania
$945K +$449K +4,992 +100%
CSP
1063
Cary Street Partners
Virginia
$945K +$16K +178 +2%
WG
1064
Welch Group
Alabama
$938K +$9.36K +104 +1%
AFG
1065
Allegheny Financial Group
Pennsylvania
$937K +$152K +1,693 +19%
CWP
1066
CFM Wealth Partners
Texas
$937K -$7.11K -79 -0.8%
FAIM
1067
Financial Advocates Investment Management
Washington
$935K -$57.9K -644 -6%
EA
1068
Everpar Advisors
Oklahoma
$934K +$544K +6,051 +139%
RCM
1069
Radnor Capital Management
Pennsylvania
$933K – – –
IFWM
1070
Institute for Wealth Management
Colorado
$932K +$90 +1 +0%
CBT
1071
CoreFirst Bank & Trust
Kansas
$931K -$98K -1,089 -9%
KIG
1072
Kennedy Investment Group
New Jersey
$931K -$388K -4,314 -29%
BP
1073
Ballentine Partners
Massachusetts
$930K -$787K -8,749 -46%
TNBTD
1074
Trustmark National Bank Trust Department
Mississippi
$925K -$45.3K -503 -5%
RWP
1075
RWA Wealth Partners
Massachusetts
$924K +$349K +3,877 +60%
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