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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1901
Argent Advisors
Louisiana
$338K -$18.5K -200 -6%
RF
1902
Robbins Farley
New Hampshire
$338K -$4.62K -50 -2%
CI
1903
CX Institutional
Indiana
$338K +$22.9K +248 +8%
RCG
1904
Resource Consulting Group
Florida
$338K +$303K +3,276 New
FPWM
1905
FSB Premier Wealth Management
Iowa
$336K +$45.4K +491 +18%
RP
1906
Riverwater Partners
Wisconsin
$336K +$301K +3,257 New
SWA
1907
Sax Wealth Advisors
New Jersey
$334K +$22.7K +246 +8%
FMP
1908
Financial Management Professionals
Texas
$333K +$554 +6 +0.2%
TTWM
1909
TCV Trust & Wealth Management
Virginia
$333K +$4.25K +46 +1%
WTA
1910
Washington Trust Advisors
Massachusetts
$333K +$298K +3,230 New
CL
1911
CPWM LLC
Washington
$331K – – –
PFA
1912
Paradigm Financial Advisors
Missouri
$330K -$140K -1,510 -32%
BFA
1913
Beaumont Financial Advisors
Massachusetts
$330K -$6.1K -66 -2%
RBC
1914
Roble Belko & Company
Pennsylvania
$330K +$18.5K +200 +7%
TA
1915
Tectonic Advisors
Texas
$330K +$25.3K +274 +9%
BCM
1916
Bayesian Capital Management
New York
$330K +$296K +3,200 New
TCM
1917
Tradewinds Capital Management
Washington
$329K -$25.9K -280 -8%
HS
1918
Horan Securities
United States
$329K +$295K +3,188 New
QP
1919
Quilter Plc
United Kingdom
$328K -$161K -1,745 -36%
RG
1920
Renaissance Group
Kentucky
$328K – – –
RFA
1921
Resurgent Financial Advisors
Georgia
$328K +$295K +3,187 New
WAM
1922
Wakefield Asset Management
Colorado
$327K +$16.1K +174 +6%
KMWM
1923
Keudell/Morrison Wealth Management
Oregon
$326K -$32.3K -349 -10%
MFGM
1924
Marshall Financial Group (Maryland)
Maryland
$326K -$3.51K -38 -1%
KA
1925
Kozak & Associates
Colorado
$326K +$30.9K +334 +12%
75 76
77
78 79