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Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1826
Key Client Fiduciary Advisors
New Jersey
$397K +$356K +3,851 New
AA
1827
ALPS Advisors
Colorado
$395K +$354K +3,828 New
KWA
1828
KCS Wealth Advisory
California
$392K +$1.39K +15 +0.4%
TFM
1829
TFC Financial Management
Massachusetts
$392K +$46.8K +506 +15%
JSW
1830
Journey Strategic Wealth
New Jersey
$391K +$350K +3,787 New
PAG
1831
Powers Advisory Group
Illinois
$391K +$350K +3,787 New
LC
1832
Lindbrook Capital
California
$390K +$61.7K +668 +21%
CMANY
1833
Capital Management Associates (New York)
New York
$389K -$13.9K -150 -4%
BWM
1834
Baystate Wealth Management
Massachusetts
$388K +$194K +2,103 +127%
CCA
1835
Childress Capital Advisors
Texas
$387K -$151K -1,632 -30%
SFBLI
1836
Southern Farm Bureau Life Insurance
Mississippi
$387K – – –
CBTWT
1837
Community Bank & Trust (Waco, Texas)
Texas
$387K +$128K +1,385 +58%
CCFM
1838
Clear Creek Financial Management
Washington
$386K +$62.3K +674 +22%
SC
1839
Slow Capital
California
$385K -$19.3K -209 -5%
FSC
1840
Full Sail Capital
Oklahoma
$385K +$71.5K +774 +26%
FIBT
1841
First International Bank & Trust
North Dakota
$383K +$343K +3,714 New
CWM
1842
Chesapeake Wealth Management
Virginia
$382K -$18.5K -200 -5%
WCG
1843
Weaver Consulting Group
California
$381K +$7.21K +78 +2%
LFA
1844
Landmark Financial Advisors
Kentucky
$381K +$32.4K +351 +10%
WA
1845
Waverly Advisors
Alabama
$380K +$26.2K +284 +8%
DTC
1846
Davidson Trust Company
Washington
$378K -$13.9K -150 -4%
APW
1847
Aurora Private Wealth
New Jersey
$377K -$969K -10,489 -74%
GIM
1848
Groesbeck Investment Management
New Jersey
$377K – – –
AMM
1849
American Money Management
California
$377K +$85.8K +929 +34%
AT
1850
Arvest Trust
Oklahoma
$377K +$337K +3,651 New
72 73
74
75 76