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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1251
BXM Wealth
Colorado
$778K +$833K +7,845 New
MIC
1252
Means Investment Company
Maine
$777K +$30.3K +285 +4%
LFA
1253
Legacy Financial Advisors
Kentucky
$776K +$91.1K +858 +12%
BOPW
1254
Brandywine Oak Private Wealth
Pennsylvania
$776K +$16.6K +156 +2%
SIC
1255
Salem Investment Counselors
North Carolina
$775K +$49.2K +463 +6%
PCM
1256
Pointe Capital Management
Michigan
$775K +$6.48K +61 +0.8%
TBT
1257
Texas Bank & Trust
Texas
$775K +$830K +7,815 New
UB
1258
Umpqua Bank
Oregon
$775K +$24.5K +231 +3%
EHWM
1259
Eads & Heald Wealth Management
Georgia
$774K -$181K -1,705 -18%
BCM
1260
Barden Capital Management
Texas
$774K -$420K -3,958 -34%
BCP
1261
Berkeley Capital Partners
Georgia
$773K +$366K +3,445 +79%
PWM
1262
Pines Wealth Management
North Carolina
$773K +$805K +7,580 New
AS
1263
Aware Super
Australia
$772K +$826K +7,781 New
CAG
1264
Crestwood Advisors Group
Massachusetts
$771K +$144K +1,357 +21%
SBIA
1265
Sheaff Brock Investment Advisors
Indiana
$769K +$68.1K +641 +9%
LWMM
1266
Legacy Wealth Management (Mississippi)
Mississippi
$767K +$138K +1,301 +20%
TWP
1267
Tyche Wealth Partners
Texas
$766K +$11.7K +110 +1%
CAG
1268
Csenge Advisory Group
Florida
$766K +$70.7K +666 +9%
CBT
1269
Crews Bank & Trust
Florida
$764K +$818K +7,704 New
LC
1270
Lindbrook Capital
California
$763K +$202K +1,904 +33%
PW
1271
Paladin Wealth
Minnesota
$762K +$118K +1,110 +17%
AFA
1272
AA Financial Advisors
Ohio
$762K +$82.5K +777 +11%
BA
1273
Bristlecone Advisors
Washington
$760K +$43.5K +410 +6%
RCM
1274
Raleigh Capital Management
North Carolina
$760K +$25.3K +238 +3%
AIM
1275
Allen Investment Management
New York
$758K – – –
49 50
51
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