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Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1151
Northeast Financial Consultants
Connecticut
$638K +$35.5K +449 +6%
CWM
1152
Confluence Wealth Management
Oregon
$637K -$48.3K -610 -7%
AW
1153
ACG Wealth
Georgia
$635K -$31.5K -398 -5%
BDF
1154
Balasa Dinverno & Foltz
$635K +$33.6K +425 +6%
TMAM
1155
Tokio Marine Asset Management
Japan
$621K -$214K -2,708 -26%
NB
1156
Nicolet Bankshares
Wisconsin
$620K +$88.5K +1,119 +17%
AAC
1157
Asset Advisors Corp
Georgia
$618K – – –
SLF
1158
Sun Life Financial
Ontario, Canada
$609K +$10.7K +135 +2%
BWAM
1159
Boyd Watterson Asset Management
Ohio
$608K -$97.3K -1,230 -14%
RWA
1160
Ropes Wealth Advisors
Massachusetts
$607K +$19.1K +242 +3%
SCI
1161
S&CO Inc
Massachusetts
$605K – – –
OI
1162
Oakbrook Investments
Illinois
$599K +$198K +2,500 +51%
BHBT
1163
Burke & Herbert Bank & Trust
Virginia
$598K – – –
FBFS
1164
First Business Financial Services
Wisconsin
$596K +$66K +834 +13%
TPWA
1165
TRUE Private Wealth Advisors
Oregon
$590K +$3.48K +44 +0.6%
FHA
1166
First Horizon Advisors
Tennessee
$589K +$16.5K +209 +3%
SS
1167
Simplicity Solutions
Minnesota
$586K -$918K -11,611 -62%
HSA
1168
HBK Sorce Advisory
Pennsylvania
$585K -$5.06K -64 -0.9%
SC
1169
Savant Capital
Illinois
$580K -$6.57K -83 -1%
RC
1170
Roundview Capital
New Jersey
$578K -$107K -1,355 -16%
AIA
1171
Armor Investment Advisors
North Carolina
$575K – – –
CBT
1172
Capital Bank & Trust
California
$573K -$15.1K -191 -3%
FMWA
1173
Forvis Mazars Wealth Advisors
Missouri
$571K +$57.1K +722 +11%
BSW
1174
Buckingham Strategic Wealth
Missouri
$567K -$20.5K -259 -4%
IWM
1175
IHT Wealth Management
Illinois
$563K +$99.9K +1,263 +20%
45 46
47
48 49