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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1601
First Interstate Bank
Montana
$410K -$18.9K -265 -4%
BA
1602
Ballast Advisors
Minnesota
$407K -$52K -731 -11%
FCB
1603
First County Bank
Connecticut
$405K -$29.1K -409 -7%
TA
1604
TFB Advisors
Kansas
$405K -$40.8K -573 -9%
CW
1605
CIC Wealth
Maryland
$404K -$166K -2,333 -29%
BCA
1606
Bay Colony Advisors
Massachusetts
$404K +$1.35K +19 +0.3%
SMH
1607
Sanders Morris Harris
Texas
$403K +$411K +5,774 New
MSS
1608
Mitchell Sinkler & Starr
Pennsylvania
$402K – – –
PPP
1609
Private Portfolio Partners
New Jersey
$402K +$5.48K +77 +1%
MA
1610
MKT Advisors
California
$401K -$2.56K -36 -0.7%
GC
1611
Garde Capital
Washington
$401K +$413K +5,800 New
PP
1612
Patron Partners
Texas
$400K +$640 +9 +0.2%
DLG
1613
Daniel L. Goodwin
$400K -$122K -1,710 -23%
MG
1614
Mather Group
Illinois
$400K -$317K -4,459 -44%
SF
1615
Symphony Financial
Texas
$396K -$128K -1,801 -24%
AFG
1616
Affinia Financial Group
Massachusetts
$395K +$5.55K +78 +2%
IUHSA
1617
Itau Unibanco Holding S.A.
Brazil
$394K -$2.26M -31,820 -85%
FFA
1618
Farther Finance Advisors
California
$394K -$21.6K -304 -5%
GFP
1619
Gryphon Financial Partners
Ohio
$393K -$39K -548 -9%
SFP
1620
Shepherd Financial Partners
Massachusetts
$393K -$1.07K -15 -0.3%
JWA
1621
JFS Wealth Advisors
Pennsylvania
$392K -$45.5K -639 -10%
HFG
1622
Heron Financial Group
New York
$391K -$12.7K -179 -3%
AOI
1623
Auto-Owners Insurance
Michigan
$391K – – –
MAG
1624
MRA Advisory Group
New Jersey
$390K +$7.4K +104 +2%
IIA
1625
ICW Investment Advisors
Arizona
$387K +$996 +14 +0.3%
63 64
65
66 67