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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1126
Soltis Investment Advisors
Utah
$685K -$144K -1,613 -20%
CWG
1127
Cornerstone Wealth Group
North Carolina
$684K +$50.5K +566 +9%
GFP
1128
Gryphon Financial Partners
Ohio
$681K +$323K +3,621 +122%
CWP
1129
Cyndeo Wealth Partners
Florida
$681K +$37.9K +425 +7%
GIM
1130
Goelzer Investment Management
Indiana
$680K -$146K -1,634 -20%
DCM
1131
Donaldson Capital Management
Indiana
$680K +$176K +1,968 +43%
QFA
1132
Quantum Financial Advisors
California
$672K -$4.29K -48 -0.7%
GFA
1133
Gallagher Fiduciary Advisors
Illinois
$672K -$2.95K -33 -0.5%
MSA
1134
Marino Stram & Associates
Massachusetts
$670K +$39.5K +442 +7%
GT
1135
Glenview Trust
Kentucky
$669K -$111K -1,240 -16%
BTW
1136
Boston Trust Walden
Massachusetts
$668K -$13.4K -150 -2%
FSA
1137
Fort Sheridan Advisors
Illinois
$668K -$4.64K -52 -0.8%
FISPB
1138
Fideuram - Intesa Sanpaolo Private Banking
$666K -$12.3M -137,872 -96%
WE
1139
Wealth Effects
Massachusetts
$664K +$50.1K +561 +10%
OFS
1140
OneAscent Financial Services
Alabama
$658K -$39.6K -444 -7%
NGA
1141
Naples Global Advisors
Florida
$651K -$1.78K -20 -0.3%
VWM
1142
Venturi Wealth Management
Texas
$650K +$40.3K +452 +8%
MEAC
1143
M.E. Allison & Co
Texas
$649K – – –
OC
1144
Oakworth Capital
Alabama
$646K – – –
FPAS
1145
Focus Partners Advisor Solutions
Missouri
$646K -$676K -7,578 -55%
AFP
1146
Ausdal Financial Partners
Iowa
$646K +$8.75K +98 +2%
RCA
1147
Resonant Capital Advisors
Wisconsin
$645K +$98.6K +1,105 +22%
ZIM
1148
Zacks Investment Management
Illinois
$639K +$147K +1,652 +36%
QCM
1149
Qsemble Capital Management
New York
$639K +$551K +6,177 New
MAA
1150
Matrix Asset Advisors
New York
$639K – – –
44 45
46
47 48