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Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1626
Keating Financial Advisory Services
Kansas
$473K -$83.9K -758 -17%
BWA
1627
BlueChip Wealth Advisors
Georgia
$473K – – –
BMO
1628
Beck Mack & Oliver
New York
$473K – – –
HIM
1629
Hanlon Investment Management
New Jersey
$473K +$2.55K +23 +0.6%
FM
1630
Foster & Motley
Ohio
$471K -$9.63K -87 -2%
SCA
1631
STALEY CAPITAL ADVISERS
Pennsylvania
$471K – – –
UAS
1632
United Asset Strategies
New York
$471K – – –
CFG
1633
Copley Financial Group
California
$471K +$395K +3,566 New
DIM
1634
Delta Investment Management
California
$471K +$86.3K +779 +28%
HPBT
1635
Hickory Point Bank & Trust
Illinois
$469K – – –
FMB
1636
Field & Main Bank
Kentucky
$469K -$1.66K -15 -0.4%
SEP
1637
Southland Equity Partners
Missouri
$469K +$16.7K +151 +4%
FA
1638
Fortis Advisors
Pennsylvania
$469K +$393K +3,550 New
WDG
1639
Wealth Dimensions Group
Ohio
$467K +$12.6K +114 +3%
HCM
1640
Hodges Capital Management
Texas
$465K -$29.2K -264 -7%
DSC
1641
Duncker Streett & Co
Missouri
$465K – – –
AWM
1642
Accel Wealth Management
Iowa
$464K +$1.66K +15 +0.4%
VWA
1643
Visionary Wealth Advisors
Illinois
$464K +$4.87K +44 +1%
BB
1644
Burford Brothers
Texas
$464K -$554 -5 -0.1%
SN
1645
Sittner & Nelson
Oregon
$462K – – –
PL
1646
Plancorp LLC
Missouri
$460K +$9.19K +83 +2%
RFW
1647
Redwood Family Wealth
Texas
$460K +$886 +8 +0.2%
SSWM
1648
Sheets Smith Wealth Management
North Carolina
$460K +$24.7K +223 +7%
OAS
1649
Optivise Advisory Services
Tennessee
$460K -$63.2K -571 -14%
MSWM
1650
Master's Wealth Management
Pennsylvania
$458K -$17.6K -159 -4%
64 65
66
67 68