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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1726
Kolinsky Wealth Management
New Jersey
$339K -$7.87K -69 -3%
LA
1727
Legacy Advisors
Pennsylvania
$338K +$10.7K +94 +4%
NFP
1728
Narus Financial Partners
Utah
$338K -$23.2K -203 -7%
SFS
1729
Sharp Financial Services
Pennsylvania
$337K -$57K -500 -16%
LA
1730
LM Advisors
California
$337K – – –
CA
1731
Claro Advisors
Massachusetts
$337K +$17.7K +155 +6%
VF
1732
Vest Financial
Virginia
$336K -$12.4M -108,711 -98%
RGC
1733
Roberts, Glore & Co
Illinois
$335K – – –
ALAM
1734
Asahi Life Asset Management
Japan
$335K -$4.56K -40 -1%
SDH
1735
Sloy Dahl & Holst
Washington
$335K – – –
LA
1736
LVW Advisors
New York
$334K -$7.76K -68 -3%
WCG
1737
Weaver Consulting Group
California
$334K +$1.82K +16 +0.6%
MAG
1738
Mayfair Advisory Group
Alabama
$334K +$10.3K +90 +4%
TWM
1739
Trueblood Wealth Management
Ohio
$334K +$11.4K +100 +4%
NRC
1740
New Republic Capital
North Carolina
$333K -$51.6K -452 -15%
PFS
1741
Physicians Financial Services
North Carolina
$333K – – –
DS
1742
DRW Securities
Illinois
$332K +$59.8K +524 +25%
MCAI
1743
Members Capital Advisors Inc
Wisconsin
$332K – – –
GWP
1744
Gen-Wealth Partners
Michigan
$330K +$296K +2,593 New
WF
1745
Wayfinding Financial
Washington
$330K -$22.4K -196 -7%
TSW
1746
Thompson Siegel & Walmsley
Virginia
$329K – – –
MA
1747
MCF Advisors
Kentucky
$328K -$11.7K -103 -4%
MPM
1748
MBB Public Markets
Illinois
$328K +$294K +2,578 New
PCA
1749
Peddock Capital Advisors
Massachusetts
$328K +$114 +1 +0%
FCCM
1750
First City Capital Management
Georgia
$327K – – –
68 69
70
71 72