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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1276
Resonant Capital Advisors
Wisconsin
$319K +$10.8K +158 +4%
FCH
1277
Freestone Capital Holdings
Washington
$318K +$14.6K +213 +5%
FA
1278
Fortis Advisors
Pennsylvania
$317K – – –
AW
1279
Alteri Wealth
California
$316K +$8.98K +131 +3%
CIC
1280
Chase Investment Counsel
Virginia
$316K +$288K +4,202 New
LFA
1281
Legacy Financial Advisors
Kentucky
$315K -$16.8K -245 -6%
JTWM
1282
Jackson Thornton Wealth Management
Alabama
$315K +$280K +4,091 New
BFIM
1283
Beese Fulmer Investment Management
Ohio
$314K -$274 -4 -0.1%
WFAG
1284
Wescott Financial Advisory Group
Pennsylvania
$314K +$2.13K +31 +0.7%
IPWA
1285
International Private Wealth Advisors
California
$313K -$36.6K -534 -11%
HB
1286
Horizon Bancorp
Indiana
$312K +$111K +1,617 +64%
NCM
1287
Narwhal Capital Management
Georgia
$312K -$26.2K -383 -8%
KP
1288
Keel Point
Alabama
$311K +$23.6K +345 +9%
WAG
1289
Winthrop Advisory Group
Massachusetts
$310K +$282K +4,118 New
VHAM
1290
Van Hulzen Asset Management
California
$310K -$13.4K -195 -5%
PA
1291
PSI Advisors
Florida
$308K -$122K -1,775 -30%
WKWM
1292
Walter & Keenan Wealth Management
Indiana
$306K -$2.6K -38 -0.9%
OHWA
1293
Oak Hill Wealth Advisors
Virginia
$306K -$18.2K -265 -6%
OL
1294
Optas LLC
Texas
$305K -$153K -2,232 -36%
WA
1295
Whitebox Advisors
Minnesota
$305K – – –
BA
1296
Ballast Advisors
Minnesota
$305K – – –
AWAP
1297
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$304K +$3.15K +46 +1%
PTP
1298
Platform Technology Partners
New York
$303K -$17K -248 -6%
TF
1299
Trek Financial
Arizona
$302K +$275K +4,007 New
GHA
1300
GW Henssler & Associates
Georgia
$302K – – –
50 51
52
53 54