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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1501
Tranquility Partners
Tennessee
$514K -$112K -1,570 -17%
KWMG
1502
King Wealth Management Group
Florida
$513K +$162K +2,281 +44%
BL
1503
Balentine LLC
Georgia
$512K -$252K -3,545 -32%
GLR
1504
Great Lakes Retirement
Ohio
$512K -$712 -10 -0.1%
FC
1505
Forte Capital
New York
$511K -$55.8K -784 -10%
ACA
1506
Aptus Capital Advisors
Alabama
$511K -$4.34K -61 -0.8%
TC
1507
Trust Company
Kansas
$504K -$237K -3,326 -31%
BHWM
1508
Bar Harbor Wealth Management
New Hampshire
$504K -$27.8K -390 -5%
ACS
1509
Archford Capital Strategies
Illinois
$503K -$6.33K -89 -1%
EWA
1510
Etesian Wealth Advisors
Oregon
$503K +$14.5K +204 +3%
TA
1511
Tiedemann Advisors
New York
$501K +$81.6K +1,147 +19%
FNT
1512
First Nebraska Trust
Nebraska
$497K +$14.2K +200 +3%
CG
1513
Clifford Group
Massachusetts
$495K +$131K +1,846 +35%
CG
1514
Cutler Group
California
$492K +$507K +7,128 New
IFWM
1515
Institute for Wealth Management
Colorado
$489K -$3.77K -53 -0.7%
FOA
1516
Five Oceans Advisors
California
$485K +$80K +1,124 +19%
MW
1517
Marcum Wealth
Ohio
$485K +$569 +8 +0.1%
TIMH
1518
Tilt Investment Management Holdings
New York
$485K – – –
VWA
1519
V Wealth Advisors
Kansas
$485K -$73.5K -1,033 -13%
HIP
1520
HUB Investment Partners
Texas
$483K +$497K +6,981 New
BSA
1521
Bull Street Advisors
Georgia
$482K -$7.12K -100 -1%
RGF
1522
Retirement Guys Formula
Ohio
$482K +$118K +1,661 +31%
OCBCO
1523
Oversea-Chinese Banking Corp (OCBC)
Singapore
$481K -$103K -1,449 -17%
CBTWT
1524
Community Bank & Trust (Waco, Texas)
Texas
$481K -$3.56K -50 -0.7%
CFS
1525
CRA Financial Services
New Jersey
$480K -$13.2K -186 -3%
59 60
61
62 63