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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1251
Keystone Financial Planning
Ohio
$341K – – –
CIA
1252
Cladis Investment Advisory
Montana
$340K -$8.5K -124 -3%
PGF
1253
Plan Group Financial
Oklahoma
$340K -$22.9K -334 -7%
ACP
1254
Aviance Capital Partners
Florida
$339K +$137 +2 +0%
OFS
1255
OneAscent Financial Services
Alabama
$337K -$77.7K -1,134 -20%
RSWM
1256
Robertson Stephens Wealth Management
California
$337K -$17.7K -258 -5%
CIAS
1257
CFS Investment Advisory Services
New Jersey
$336K +$281K +4,105 New
PT
1258
Plimoth Trust
Massachusetts
$335K -$38.7K -565 -11%
SFA
1259
Souders Financial Advisors
Ohio
$333K +$1.99K +29 +0.7%
SWM
1260
Sterling Wealth Management
Illinois
$329K -$137 -2 -0%
SOS
1261
Silver Oak Securities
Tennessee
$327K +$11K +160 +4%
BMWM
1262
Brown Miller Wealth Management
Virginia
$327K +$206 +3 +0.1%
PHIC
1263
Pine Haven Investment Counsel
Massachusetts
$327K -$12.1K -176 -4%
PHS
1264
Pekin Hardy Strauss
Illinois
$326K – – –
BA
1265
Bridgewater Advisors
New York
$326K +$14.9K +217 +6%
UAML
1266
US Asset Management LLC
Pennsylvania
$325K -$1.17K -17 -0.4%
IWA
1267
Icon Wealth Advisors
Texas
$324K -$186K -2,709 -39%
CIA
1268
Compass Ion Advisors
Pennsylvania
$323K +$822 +12 +0.3%
CFG
1269
Clayton Financial Group
Missouri
$323K +$293K +4,280 New
RG
1270
Rathbones Group
United Kingdom
$323K -$43.5K -635 -13%
RAM
1271
Riggs Asset Management
Pennsylvania
$322K +$292K +4,257 +21,285%
BHB
1272
Bank Hapoalim BM
Israel
$322K +$23.6K +345 +9%
NSIM
1273
North Star Investment Management
Illinois
$322K -$65.4K -955 -18%
FWTB
1274
First Western Trust Bank
Colorado
$321K -$5.48K -80 -2%
TF
1275
Tompkins Financial
New York
$320K – – –
49 50
51
52 53