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Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
2101
Brown Advisory Securities
Maryland
$644K -$150K -2,653 -19%
FCFC
2102
First Citizens Financial Corp
Iowa
$642K – – –
NW
2103
NewEdge Wealth
Pennsylvania
$642K +$142K +2,518 +28%
TWM
2104
Thrive Wealth Management
Pennsylvania
$641K +$8.37K +148 +1%
JMFC
2105
J.M. Forbes & Co
Massachusetts
$639K – – –
LB
2106
Legacy Bridge
Iowa
$636K -$38.2K -675 -6%
HCM
2107
Howland Capital Management
Massachusetts
$635K -$87.9K -1,554 -12%
CH
2108
Canton Hathaway
Rhode Island
$635K – – –
SAM
2109
SignalPoint Asset Management
Missouri
$634K +$46.4K +820 +8%
KA
2110
Kozak & Associates
Colorado
$632K – – –
DAM
2111
Delta Asset Management
Tennessee
$631K +$905 +16 +0.1%
FSC
2112
Full Sail Capital
Oklahoma
$631K +$385K +6,796 +150%
LG
2113
Leuthold Group
Minnesota
$630K – – –
KFP
2114
KB Financial Partners
New Jersey
$628K +$24.7K +436 +4%
WPW
2115
Warther Private Wealth
Ohio
$628K +$30.7K +542 +5%
FG
2116
Foster Group
Iowa
$628K +$40.4K +714 +7%
MM
2117
MQS Management
New York
$628K +$638K +11,268 New
GC
2118
Garde Capital
Washington
$626K -$18K -318 -3%
FNC
2119
First National Corp
Massachusetts
$626K +$5.66K +100 +0.9%
LFA
2120
Landmark Financial Advisors
Kentucky
$626K +$21.4K +379 +3%
WDG
2121
Wealth Dimensions Group
Ohio
$625K +$5.15K +91 +0.8%
KA
2122
Klingman & Associates
New York
$625K +$8.83K +156 +1%
CBA
2123
Coastal Bridge Advisors
Connecticut
$624K +$283 +5 +0%
WTFG
2124
Wells Trecaso Financial Group
Ohio
$622K -$153K -2,708 -20%
KLC
2125
Knowledge Leaders Capital
Colorado
$622K – – –
83 84
85
86 87