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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1651
Palladium Partners
Virginia
$263K +$17K +262 +7%
RG
1652
Renaissance Group
Kentucky
$262K +$249K +3,833 New
LA
1653
Legacy Advisors
Pennsylvania
$260K -$118K -1,809 -32%
KFI
1654
Key Financial Inc
Pennsylvania
$260K – – –
HA
1655
Harborview Advisors
Maine
$257K +$260 +4 +0.1%
WAG
1656
Winthrop Advisory Group
Massachusetts
$257K +$245K +3,766 New
RPWA
1657
Regent Peak Wealth Advisors
Georgia
$256K -$1.06M -16,363 -81%
PCM
1658
Pointe Capital Management
Michigan
$256K -$54.3K -835 -18%
SFBLI
1659
Southern Farm Bureau Life Insurance
Mississippi
$256K +$244K +3,750 New
FHC
1660
First Heartland Consultants
Missouri
$255K +$243K +3,737 New
WP
1661
WealthPLAN Partners
Nebraska
$254K -$49.7K -764 -18%
EFSCE
1662
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$976 -15 -0.4%
MFW
1663
Mosaic Family Wealth
Missouri
$252K +$6.7K +103 +3%
IWS
1664
Insight Wealth Strategies
California
$251K -$33.2K -511 -12%
MCM
1665
Magnolia Capital Management
New York
$250K -$7.48K -115 -3%
GCIA
1666
Gabelli & Co Investment Advisers
New York
$249K +$9.76K +150 +4%
RM
1667
Resource Management
Louisiana
$249K +$12.1K +186 +5%
CSWG
1668
Cardinal Strategic Wealth Guidance
Kentucky
$248K – – –
EAMA
1669
EFG Asset Management (Americas)
Florida
$248K +$236K +3,626 New
JSC
1670
Jackson Square Capital
California
$247K -$5.2K -80 -2%
TCM
1671
Tradewinds Capital Management
Washington
$246K – – –
TFM
1672
TFC Financial Management
Massachusetts
$246K +$8.26K +127 +4%
MA
1673
MCF Advisors
Kentucky
$246K +$95.9K +1,474 +69%
OC
1674
Oakworth Capital
Alabama
$245K – – –
KWA
1675
KCS Wealth Advisory
California
$244K -$2.86K -44 -1%
65 66
67
68 69