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Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
2701
Roberts, Glore & Co
Illinois
$581K -$9.29K -60 -2%
SWMP
2702
Signature Wealth Management Partners
New Jersey
$581K +$16.9K +109 +3%
PMSA
2703
Patrick M. Sweeney & Associates
Illinois
$581K +$16.6K +107 +3%
PCM
2704
Pointe Capital Management
Michigan
$581K – – –
CCA
2705
Cottonwood Capital Advisors
Utah
$581K -$164K -1,060 -22%
SNB
2706
Security National Bank
Nebraska
$580K -$310 -2 -0.1%
KPWM
2707
KDK Private Wealth Management
Texas
$579K -$53.4K -345 -8%
EPW
2708
Endeavor Private Wealth
Kansas
$579K +$16.1K +104 +3%
WTA
2709
Washington Trust Advisors
Massachusetts
$578K -$387K -2,500 -40%
RFA
2710
ROI Financial Advisors
Oregon
$577K +$202K +1,307 +54%
S
2711
Sachetta
Massachusetts
$577K +$24K +155 +4%
AFWM
2712
Abich Financial Wealth Management
Virginia
$576K +$575K +3,710 New
JWWM
2713
Johnson & White Wealth Management
Pennsylvania
$575K -$2.48K -16 -0.4%
CGPCS
2714
Capital Group Private Client Services
California
$574K -$95.9K -619 -14%
FC
2715
Financial Consulate
Maryland
$573K +$571K +3,690 New
TF
2716
Tandem Financial
Colorado
$570K +$350K +2,259 +160%
KFA
2717
Kapstone Financial Advisors
Ohio
$569K +$11.9K +77 +2%
CCM
2718
Chiron Capital Management
Florida
$567K -$805K -5,196 -59%
WP
2719
Westmount Partners
California
$567K -$22.3K -144 -4%
HSG
2720
Helen Stephens Group
Texas
$566K -$774 -5 -0.1%
AFW
2721
Atlantic Family Wealth
Florida
$565K +$243K +1,568 +76%
EFG
2722
Ethos Financial Group
Pennsylvania
$564K +$3.56K +23 +0.6%
CRIG
2723
Charter Research & Investment Group
Connecticut
$564K – – –
VW
2724
Vance Wealth
California
$564K +$7.12K +46 +1%
JLBC
2725
J.L. Bainbridge & Co
Florida
$563K -$103K -664 -15%
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109
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