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Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
1701
Nachman Norwood & Parrott
South Carolina
$285K +$44.4K +610 +19%
OWA
1702
Opal Wealth Advisors
New York
$285K +$276K +3,791 New
PPWM
1703
PFG Private Wealth Management
Florida
$285K +$276K +3,795 New
HA
1704
Harborview Advisors
Maine
$283K +$219 +3 +0.1%
SFBLI
1705
Southern Farm Bureau Life Insurance
Mississippi
$282K – – –
RM
1706
Resource Management
Louisiana
$282K +$7.94K +109 +3%
PCP
1707
Proficio Capital Partners
Massachusetts
$282K +$14.3K +196 +6%
HCP
1708
Hexagon Capital Partners
Arkansas
$281K -$50.5K -693 -16%
EFSCE
1709
Enterprise Financial Services Corp (EFSC)
Missouri
$281K +$3.64K +50 +1%
KMWM
1710
Keudell/Morrison Wealth Management
Oregon
$280K -$25.9K -356 -9%
IWS
1711
Insight Wealth Strategies
California
$279K +$2.62K +36 +1%
ADL
1712
Asset Dedication LLC
California
$278K -$60K -824 -18%
TFS
1713
Thoroughbred Financial Services
Tennessee
$278K +$22.9K +315 +9%
RMDI
1714
R.M. Davis Inc
Maine
$276K -$15.7K -215 -6%
XF
1715
XML Financial
Maryland
$276K +$10.9K +150 +4%
STA
1716
Summit Trail Advisors
New York
$276K +$268K +3,673 New
LC
1717
LCNB Corp
Ohio
$275K -$16.8K -230 -6%
W
1718
WealthStone
Ohio
$275K +$19.7K +271 +8%
CSWG
1719
Cardinal Strategic Wealth Guidance
Kentucky
$274K – – –
CWS
1720
Cypress Wealth Services
California
$274K +$11.1K +152 +4%
HWA
1721
HCR Wealth Advisors
California
$272K -$43.3K -594 -14%
SW
1722
SteelPeak Wealth
California
$272K +$15.2K +209 +6%
MA
1723
MCF Advisors
Kentucky
$271K – – –
TCM
1724
Tradewinds Capital Management
Washington
$271K – – –
WCG
1725
Weaver Consulting Group
California
$271K +$262K +3,597 New
67 68
69
70 71