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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2401
Thayer Partners
Pennsylvania
$664K +$640K +8,623 New
JGIA
2402
Jackson Grant Investment Advisers
Connecticut
$661K +$2.3K +31 +0.4%
WFA
2403
WJ Financial Advisors
Connecticut
$660K +$636K +8,571 New
RPWA
2404
Regent Peak Wealth Advisors
Georgia
$659K +$51.4K +693 +9%
VC
2405
Vestor Capital
Illinois
$659K +$674K +9,090 +106%
TCA
2406
Trifecta Capital Advisors
Illinois
$658K -$12.5K -169 -2%
FNBSF
2407
First National Bank Sioux Falls
South Dakota
$658K – – –
COCM
2408
Charter Oak Capital Management
New Hampshire
$658K +$51.8K +698 +9%
SPL
2409
Smart Portfolios LLC
Washington
$657K -$11.9K -160 -2%
LA
2410
Lakeside Advisors
Washington
$657K +$371 +5 +0.1%
BH
2411
Burk Holdings
Oklahoma
$657K +$69.2K +932 +12%
AWA
2412
Acorn Wealth Advisors
Michigan
$655K -$44.1K -595 -7%
SFA
2413
Souders Financial Advisors
Ohio
$655K +$6.97K +94 +1%
TCM
2414
Tran Capital Management
California
$655K – – –
MFS
2415
Madrona Financial Services
Washington
$654K +$13K +175 +2%
BWM
2416
BlackDiamond Wealth Management
New York
$653K -$42.2K -569 -7%
IA
2417
Intellus Advisors
Florida
$652K +$668 +9 +0.1%
I
2418
InceptionR
California
$652K +$628K +8,462 New
BWM
2419
BigSur Wealth Management
Florida
$652K +$71.3K +961 +13%
CA
2420
Cornerstone Advisory
Maryland
$648K -$48.7K -656 -7%
SPWG
2421
Syntegra Private Wealth Group
Missouri
$648K +$29K +391 +5%
MUMSS
2422
Mitsubishi UFJ Morgan Stanley Securities
Japan
$648K +$624K +8,406 New
QP
2423
Quilter Plc
United Kingdom
$647K -$34.4K -463 -5%
POIA
2424
Pin Oak Investment Advisors
Texas
$645K – – –
PAS
2425
PKS Advisory Services
New York
$645K -$103K -1,389 -14%
95 96
97
98 99