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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2276
Castleview Partners
Texas
$487K +$495K +8,747 New
RFN
2277
RDA Financial Network
Iowa
$486K -$21.3K -376 -4%
SWM
2278
Segment Wealth Management
Texas
$485K -$27.8K -492 -5%
MGWM
2279
Marks Group Wealth Management
Minnesota
$485K +$79.7K +1,408 +19%
MC
2280
Merlin Capital
Rhode Island
$484K -$17.1K -303 -3%
AWA
2281
Amplius Wealth Advisors
Pennsylvania
$484K -$3.17K -56 -0.6%
SPWG
2282
Sage Private Wealth Group
Illinois
$484K +$42.7K +755 +10%
RWM
2283
RKL Wealth Management
Pennsylvania
$484K +$75.7K +1,338 +18%
OIM
2284
Oder Investment Management
California
$483K +$7.02K +124 +1%
KP
2285
Keel Point
Alabama
$483K +$125K +2,204 +34%
FFC
2286
First Financial Corp
Indiana
$482K – – –
BMC
2287
Beaton Management Company
Massachusetts
$482K +$28.9K +510 +6%
BA
2288
Ballast Advisors
Minnesota
$481K +$18.9K +334 +4%
WPC
2289
Waters Parkerson & Co
Louisiana
$480K -$16.5K -292 -3%
HFP
2290
Holistic Financial Partners
Indiana
$480K +$31.6K +558 +7%
AWM
2291
Avior Wealth Management
Nebraska
$479K -$556K -9,823 -53%
MFS
2292
Madrona Financial Services
Washington
$478K -$3.73K -66 -0.7%
KC
2293
Kingfisher Capital
North Carolina
$478K +$2.72K +48 +0.6%
FNBTCON
2294
First National Bank & Trust Co of Newtown
Pennsylvania
$477K – – –
CWM
2295
Chesapeake Wealth Management
Virginia
$476K -$4.87K -86 -1%
DDPIC
2296
Deroy & Devereaux Private Investment Counsel
Michigan
$476K -$226 -4 -0%
NFG
2297
Nadler Financial Group
Illinois
$475K -$49.3K -872 -9%
CT
2298
Columbia Trust
Oregon
$475K +$525K +9,271 New
WSCM
2299
Wellington Shields Capital Management
New York
$474K -$305K -5,399 -39%
RK
2300
Rather & Kittrell
Tennessee
$471K – – –
90 91
92
93 94