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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1301
Focus Partners Advisor Solutions
Missouri
$599K -$89.7K -615 -12%
BBI
1302
Baxter Bros Inc
Connecticut
$599K +$54.6K +374 +9%
SIG
1303
Sargent Investment Group
Maryland
$599K – – –
WPWM
1304
Western Pacific Wealth Management
Illinois
$596K +$22K +151 +3%
B
1305
Barings
North Carolina
$594K -$70.8K -485 -10%
SSWM
1306
Strait & Sound Wealth Management
California
$594K +$583K +3,998 New
FANJ
1307
Financial Architects (New Jersey)
New Jersey
$592K -$4.23K -29 -0.6%
SC
1308
Saturna Capital
Washington
$589K -$8.32K -57 -1%
ACS
1309
Archford Capital Strategies
Illinois
$588K -$44.2K -303 -6%
WRPWM
1310
Werba Rubin Papier Wealth Management
California
$583K +$641K +4,395 New
PFG
1311
Peterson Financial Group
Iowa
$581K -$343K -2,352 -35%
JSL
1312
JT Stratford LLC
Georgia
$579K -$108K -737 -14%
IRC
1313
Investors Research Corp
Georgia
$578K +$139K +950 +28%
QCG
1314
Quadrant Capital Group
Ohio
$577K +$40.9K +280 +7%
CW
1315
CIC Wealth
Maryland
$577K +$634K +4,348 New
FUBT
1316
First United Bank & Trust
Maryland
$576K -$71.6K -491 -10%
EWA
1317
EverSource Wealth Advisors
Alabama
$573K -$269K -1,846 -30%
SFG
1318
Sather Financial Group
Texas
$572K +$630K +4,315 New
BPCA
1319
Bank Pictet & Cie (Asia)
Singapore
$571K +$45.5K +312 +8%
IDBONY
1320
Israel Discount Bank of New York
New York
$567K -$38.8K -266 -6%
FCM
1321
Fortis Capital Management
Washington
$564K -$16.8K -115 -3%
RBC
1322
Romano Brothers & Co
Illinois
$563K +$41.9K +287 +7%
MFP
1323
Meridian Financial Partners
Virginia
$560K -$5.84K -40 -1%
CIA
1324
Capital Impact Advisors
Massachusetts
$558K +$105K +722 +21%
GFG
1325
Greystone Financial Group
Michigan
$555K -$526K -3,605 -46%
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