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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1051
Catalyst Financial Partners
Massachusetts
$973K +$327K +3,621 +53%
AR
1052
Advisory Research
Illinois
$968K -$155K -1,712 -14%
4WM
1053
49 Wealth Management
Texas
$966K +$160K +1,771 +21%
SCI
1054
Stableford Capital II
Arizona
$966K -$42.8K -473 -4%
APW
1055
Austin Private Wealth
Texas
$966K -$5.52K -61 -0.6%
MSA
1056
Marathon Strategic Advisors
Pennsylvania
$964K – – –
PTC
1057
Private Trust Company
Ohio
$961K +$35.2K +389 +4%
TAM
1058
Todd Asset Management
Kentucky
$959K -$133K -1,466 -13%
NWAG
1059
Net Worth Advisory Group
Utah
$958K +$398K +4,404 +76%
S
1060
Storgate
Texas
$958K +$926K +10,234 New
HCM
1061
Huber Capital Management
California
$955K – – –
VGDSS
1062
VUB Generali dochodkova spravcovska spolocnost
$954K +$921K +10,188 New
TCPW
1063
Twin City Private Wealth
North Carolina
$953K +$72.9K +806 +9%
TNBTD
1064
Trustmark National Bank Trust Department
Mississippi
$951K -$14.7K -162 -2%
FRA
1065
Frank Rimerman Advisors
California
$950K -$87.5K -968 -9%
LWANC
1066
Laurel Wealth Advisors (North Carolina)
North Carolina
$948K -$7.33K -81 -0.8%
HCM
1067
Howard Capital Management
Georgia
$948K -$375K -4,147 -29%
CBT
1068
CoreFirst Bank & Trust
Kansas
$943K -$27.2K -301 -3%
MHR
1069
Matthew Hamilton Rosenberg
$940K +$22.8K +252 +3%
TCOO
1070
Trust Company of Oklahoma
Oklahoma
$939K -$2.26K -25 -0.2%
RCM
1071
Radnor Capital Management
Pennsylvania
$937K -$15K -166 -2%
SMC
1072
Smith, Moore & Co
Missouri
$937K -$112K -1,242 -11%
CCG
1073
Ceeto Capital Group
Florida
$936K – – –
SW
1074
Simplicity Wealth
New Jersey
$933K +$69.9K +773 +8%
AFG
1075
Allegheny Financial Group
Pennsylvania
$932K -$38K -420 -4%
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