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Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1201
Hoxton Planning & Management
West Virginia
$318K +$281K +4,694 New
CIA
1202
Cladis Investment Advisory
Montana
$318K +$6.04K +101 +2%
SL
1203
Sentry LLC
Tennessee
$317K – – –
FPCG
1204
Forum Private Client Group
Indiana
$316K +$2.63K +44 +1%
MPM
1205
MBB Public Markets
Illinois
$316K +$279K +4,661 New
BIG
1206
Brooklyn Investment Group
New York
$315K +$220K +3,674 +374%
BHPW
1207
Beverly Hills Private Wealth
California
$315K +$278K +4,644 New
FWTB
1208
First Western Trust Bank
Colorado
$314K -$13.8K -231 -5%
FA
1209
Fiducient Advisors
Illinois
$313K +$277K +4,624 New
SB
1210
Simmons Bank
Arkansas
$312K -$45.1K -754 -14%
CWM
1211
Cadence Wealth Management
Massachusetts
$312K – – –
PHS
1212
Pekin Hardy Strauss
Illinois
$310K – – –
S
1213
Sunpointe
Missouri
$310K +$274K +4,575 New
LIP
1214
Lighthouse Investment Partners
Florida
$310K +$274K +4,571 New
TWP
1215
Tyche Wealth Partners
Texas
$310K +$273K +4,569 New
CB
1216
Cadence Bank
Mississippi
$309K -$3.53K -59 -1%
KFP
1217
Keystone Financial Planning
Ohio
$306K – – –
FAM
1218
Formidable Asset Management
Ohio
$306K -$56.1K -938 -17%
VA
1219
Valmark Advisers
Ohio
$306K +$270K +4,515 New
RFA
1220
Register Financial Advisors
Georgia
$305K -$118K -1,973 -30%
GEA
1221
Glen Eagle Advisors
New Jersey
$305K -$31.2K -522 -10%
PM
1222
Penbrook Management
New York
$305K -$18K -300 -6%
ACP
1223
Aviance Capital Partners
Florida
$305K +$269K +4,499 New
VHAM
1224
Van Hulzen Asset Management
California
$305K -$8.56K -143 -3%
EL
1225
Essex LLC
Illinois
$304K – – –
47 48
49
50 51