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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1526
RFG Advisory
Alabama
$294K +$270K +2,938 New
MIM
1527
Meixler Investment Management
Arizona
$293K -$23.1K -251 -8%
RVPG
1528
Relative Value Partners Group
$292K -$8.37K -91 -3%
CL
1529
Choreo LLC
Illinois
$292K – – –
ZIC
1530
ZWJ Investment Counsel
Georgia
$292K – – –
TA
1531
TruWealth Advisors
Louisiana
$292K +$3.77K +41 +1%
CAG
1532
Crestwood Advisors Group
Massachusetts
$292K +$8.28K +90 +3%
AIM
1533
Achmea Investment Management
Netherlands
$292K +$56.2K +611 +27%
MSFS
1534
Main Street Financial Solutions
Pennsylvania
$291K -$2.58K -28 -1%
DAC
1535
Dividend Assets Capital
South Carolina
$291K -$1.56K -17 -0.6%
AI
1536
AXS Investments
New York
$291K +$267K +2,907 New
HFS
1537
Howard Financial Services
Texas
$290K -$128K -1,394 -32%
TWM
1538
Thrive Wealth Management
Pennsylvania
$290K +$8.92K +97 +3%
SC
1539
Schulhoff & Co
Ohio
$289K – – –
WCA
1540
Westover Capital Advisors
Delaware
$289K – – –
CAC
1541
Certified Advisory Corp
Florida
$287K -$67.3K -732 -20%
KFP
1542
KB Financial Partners
New Jersey
$287K -$67K -729 -20%
PCA
1543
Pallas Capital Advisors
Massachusetts
$287K -$26.3K -286 -9%
WAL
1544
W Advisors LLC
Tennessee
$287K +$264K +2,871 New
SPWM
1545
Spartan Planning & Wealth Management
North Carolina
$287K +$264K +2,872 New
FFN
1546
Focus Financial Network
Minnesota
$286K -$1.68M -18,235 -86%
PP
1547
Pacifica Partners
Canada
$284K -$31.7K -345 -11%
TA
1548
Tectonic Advisors
Texas
$284K -$9.93K -108 -4%
B
1549
Bellecapital
Switzerland
$284K – – –
WFG
1550
Wills Financial Group
Virginia
$284K +$261K +2,840 New
60 61
62
63 64