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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1626
JNBA Financial Advisors
Minnesota
$312K – – –
VC
1627
Veery Capital
Delaware
$309K +$337K +1,387 New
LWPC
1628
Legacy Wealth Partners (California)
California
$307K – – –
PWAG
1629
Polaris Wealth Advisory Group
California
$307K – – –
FFG
1630
Frisch Financial Group
New York
$306K +$30.4K +125 +10%
TWA
1631
TCI Wealth Advisors
Arizona
$304K +$11.2K +46 +3%
CAM
1632
Crestone Asset Management
Colorado
$304K +$333K +1,368 New
SG
1633
Somerset Group
Minnesota
$303K – – –
BWA
1634
BDO Wealth Advisors
Florida
$302K -$973 -4 -0.3%
SEP
1635
Southland Equity Partners
Missouri
$301K +$329K +1,352 New
BFA
1636
Beacon Financial Advisory
Ohio
$300K -$30.2K -124 -8%
WIA
1637
World Investment Advisors
California
$300K -$24.6K -101 -7%
VNA
1638
Valley National Advisers
Pennsylvania
$299K -$5.84K -24 -2%
HHGA
1639
Halbert Hargrove Global Advisors
California
$299K +$101K +414 +45%
SQA
1640
Simon Quick Advisors
New Jersey
$297K – – –
LNB
1641
Ledyard National Bank
$297K +$13.9K +57 +4%
RIS
1642
Retirement Income Solutions
Michigan
$296K – – –
MIA
1643
MainStreet Investment Advisors
Illinois
$296K +$13.9K +57 +4%
BB
1644
Busey Bank
Illinois
$296K +$21.2K +87 +7%
CBN
1645
Cadence Bank NA
Texas
$294K +$321K +1,321 New
CCM
1646
Consolidated Capital Management
California
$293K -$25.8K -106 -7%
PCM
1647
Poehling Capital Management
Wisconsin
$292K +$90K +370 +39%
MCG
1648
MACRO Consulting Group
New Jersey
$291K +$1.95K +8 +0.6%
FC
1649
Forte Capital
New York
$291K +$3.4K +14 +1%
CFO
1650
Collective Family Office
Pennsylvania
$291K +$318K +1,306 New
64 65
66
67 68