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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1601
Aptus Capital Advisors
Alabama
$618K +$11.6K +120 +2%
MF
1602
Meridian Financial
Massachusetts
$617K +$386 +4 +0.1%
IP
1603
Intellectus Partners
California
$616K – – –
FMLI
1604
Fukoku Mutual Life Insurance
Japan
$616K – – –
GFP
1605
Gryphon Financial Partners
Ohio
$614K -$103K -1,063 -14%
BCAM
1606
Boston Common Asset Management
Massachusetts
$614K -$85.6K -887 -12%
TFS
1607
Thoroughbred Financial Services
Tennessee
$611K +$49.1K +509 +8%
RWMG
1608
Redwood Wealth Management Group
New Jersey
$611K +$633K +6,555 New
AIM
1609
Athena Investment Management
California
$611K +$10.8K +112 +2%
SGI
1610
Summit Global Investments
Utah
$609K +$289 +3 +0%
PBO
1611
Peoples Bank (Ohio)
Ohio
$607K -$3.47K -36 -0.5%
OPA
1612
Old Port Advisors
Maine
$607K -$1.83K -19 -0.3%
FCB
1613
First County Bank
Connecticut
$605K +$627K +6,495 New
CRWM
1614
Castle Rock Wealth Management
California
$605K +$80K +829 +14%
MSA
1615
Marino Stram & Associates
Massachusetts
$605K -$9.65K -100 -2%
HPM
1616
Hoxton Planning & Management
West Virginia
$603K +$625K +6,472 New
CBT
1617
CoreFirst Bank & Trust
Kansas
$602K +$50.2K +520 +9%
TWP
1618
Tempus Wealth Planning
California
$602K +$77.3K +801 +14%
CF
1619
Centaurus Financial
California
$598K -$201K -2,085 -25%
CBTWT
1620
Community Bank & Trust (Waco, Texas)
Texas
$598K +$263K +2,729 +74%
CC
1621
Copperleaf Capital
North Carolina
$598K -$17K -176 -3%
MCCA
1622
Mill Creek Capital Advisors
Pennsylvania
$596K +$617K +6,398 New
NP
1623
NorthRock Partners
Minnesota
$596K -$73.5K -762 -11%
JFA
1624
JNBA Financial Advisors
Minnesota
$596K – – –
OFS
1625
OneAscent Financial Services
Alabama
$593K +$276K +2,864 +82%
63 64
65
66 67