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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1251
Trust Company
Kansas
$906K +$74.5K +1,047 +10%
FHA
1252
First Horizon Advisors
Tennessee
$902K -$9.96K -140 -1%
AF
1253
Allworth Financial
California
$902K +$24.9K +350 +3%
NL
1254
Navalign LLC
California
$896K +$16.5K +232 +2%
BMC
1255
Beaton Management Company
Massachusetts
$896K -$93.9K -1,319 -10%
AWM
1256
Allen Wealth Management
North Carolina
$895K +$807K +11,337 New
NFSG
1257
Newbridge Financial Services Group
Florida
$895K -$25.6K -360 -3%
IA
1258
IFP Advisors
Florida
$895K -$112K -1,579 -12%
ATC
1259
Adirondack Trust Company
New York
$894K -$10K -141 -1%
QCG
1260
Quadrant Capital Group
Ohio
$893K -$22.3K -314 -3%
CHJWM
1261
Carlton Hofferkamp & Jenks Wealth Management
Texas
$888K -$10.6K -149 -1%
WA
1262
Waverly Advisors
Alabama
$888K +$498K +6,995 +165%
DMBA
1263
Deseret Mutual Benefit Administrators
Utah
$886K -$166K -2,326 -17%
FIA
1264
Foundations Investment Advisors
Arizona
$883K -$1.74M -24,426 -67%
GWCM
1265
Godshalk Welsh Capital Management
Pennsylvania
$880K – – –
RL
1266
Rogco LP
Oklahoma
$880K +$148K +2,078 +23%
CGL
1267
Clarius Group LLC
Washington
$880K +$7.97K +112 +1%
IAMOG
1268
Investors Asset Management of Georgia
Georgia
$878K +$3.77K +53 +0.5%
BJL
1269
Brighton Jones LLC
Washington
$878K -$43.4K -610 -5%
FNFDCM
1270
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$877K +$142 +2 +0%
WMP
1271
Wealth Management Partners
Arizona
$877K +$28.5K +401 +4%
FFA
1272
Founders Financial Alliance
North Carolina
$876K +$18.5K +260 +2%
BP
1273
Ballentine Partners
Massachusetts
$873K -$302K -4,249 -28%
EI
1274
Ellevest Inc
New York
$872K +$386K +5,417 +96%
CCA
1275
Checchi Capital Advisers
California
$872K +$45.3K +637 +6%
49 50
51
52 53