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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1326
Renasant Bank
Mississippi
$411K +$218K +2,114 +86%
CAM
1327
Close Asset Management
United Kingdom
$410K -$6.18K -60 -1%
5L
1328
55I LLC
Massachusetts
$410K +$470K +4,561 New
WA
1329
WESPAC Advisors
California
$410K +$470K +4,563 New
NFP
1330
Narus Financial Partners
Utah
$408K +$187K +1,814 +66%
MFA
1331
Mayflower Financial Advisors
Massachusetts
$408K -$1.44K -14 -0.3%
NPF
1332
Norris Perne & French
Michigan
$408K – – –
PMFA
1333
Plante Moran Financial Advisors
Michigan
$408K +$38.8K +377 +9%
CAM
1334
Cozad Asset Management
Illinois
$407K -$19.6K -190 -4%
GF
1335
Gries Financial
Ohio
$407K – – –
NP
1336
Ninepoint Partners
Ontario, Canada
$406K -$3.61M -35,000 -89%
BWP
1337
Baldwin Wealth Partners
Massachusetts
$406K – – –
CT
1338
Chicago Trust
Illinois
$406K +$28.4K +276 +6%
BI
1339
Ballast Inc
Kentucky
$405K -$133K -1,290 -22%
NW
1340
NewEdge Wealth
Pennsylvania
$405K -$14K -136 -3%
PVH
1341
Psagot Value Holdings
Israel
$404K +$464K +4,500 New
SMA
1342
Sage Mountain Advisors
Georgia
$403K +$61.6K +598 +15%
OFS
1343
OneAscent Financial Services
Alabama
$403K +$460K +4,462 New
SFFS
1344
Stonehage Fleming Financial Services
Jersey
$402K – – –
SI
1345
SCP Investment
California
$402K +$462K +4,480 New
SWA
1346
Sutton Wealth Advisors
Florida
$401K +$927 +9 +0.2%
PC
1347
Port Capital
Illinois
$400K -$9.27K -90 -2%
TF
1348
TLWM Financial
Texas
$400K – – –
AWA
1349
Alta Wealth Advisors
Massachusetts
$398K +$456K +4,421 New
LTI
1350
Laffer Tengler Investments
Tennessee
$397K – – –
52 53
54
55 56