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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
1551
Cross Staff Investments
New York
$455K – – –
AIC
1552
Archer Investment Corporation
Indiana
$453K +$137K +1,126 +40%
FDS
1553
First Dallas Securities
Texas
$453K – – –
CFA
1554
CWS Financial Advisors
Michigan
$451K +$53.7K +442 +13%
NCM
1555
Novare Capital Management
North Carolina
$450K -$3.04K -25 -0.6%
TWM
1556
Thrive Wealth Management
Pennsylvania
$447K -$5.1K -42 -1%
SWA
1557
Stratos Wealth Advisors
Ohio
$447K -$14.9K -123 -3%
MA
1558
Montag & Associates
Georgia
$446K +$11.7K +96 +3%
FSWA
1559
Financial Synergies Wealth Advisors
Texas
$445K +$121 +1 +0%
KFS
1560
Kelly Financial Services
Massachusetts
$445K – – –
SWM
1561
Stockman Wealth Management
Montana
$443K -$36.1K -297 -7%
MHIC
1562
Marble Harbor Investment Counsel
Massachusetts
$443K – – –
HL
1563
HeadInvest LLC
Maine
$442K +$17.4K +143 +4%
PIA
1564
Perennial Investment Advisors
California
$441K -$57.2K -471 -11%
PSB
1565
Piscataqua Savings Bank
New Hampshire
$441K -$1.82K -15 -0.4%
SEIA
1566
Signature Estate & Investment Advisors
California
$440K +$467K +3,845 New
LW
1567
Linscomb Wealth
Texas
$440K -$11.1K -91 -2%
WC
1568
Waterloo Capital
Texas
$440K -$7.41K -61 -2%
LC
1569
Lavaca Capital
Texas
$438K +$465K +3,831 New
KFSC
1570
Keystone Financial Services (Colorado)
Colorado
$436K +$68.3K +562 +17%
CWM
1571
Calamos Wealth Management
Illinois
$436K -$30.5K -251 -6%
PEP
1572
Pickering Energy Partners
Texas
$435K +$462K +3,800 New
SICM
1573
Sustainable Insight Capital Management
New York
$435K +$462K +3,800 New
FFA
1574
First Foundation Advisors
California
$434K -$56.2K -463 -11%
APWA
1575
Atlas Private Wealth Advisors
New Jersey
$433K +$214K +1,766 +87%
61 62
63
64 65