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Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
3001
Texas Capital Bancshares
Texas
$327K +$16.9K +112 +6%
BP
3002
BNP Paribas
France
$327K +$313K +2,071 New
RFS
3003
Richardson Financial Services
Massachusetts
$326K +$14.3K +95 +5%
RAG
3004
RIA Advisory Group
Iowa
$326K -$87.5K -580 -22%
CIS
3005
Custom Index Systems
New York
$325K -$28.7K -190 -8%
NPT
3006
National Philanthropic Trust
Pennsylvania
$325K -$206K -1,365 -40%
SFA
3007
Source Financial Advisors
New York
$325K +$1.81K +12 +0.6%
PIMG
3008
Patriot Investment Management Group
Tennessee
$325K +$7.7K +51 +3%
UL
3009
Unionview LLC
Washington
$323K +$2.11K +14 +0.7%
DWS
3010
Dynamic Wealth Strategies
California
$323K +$225K +1,493 +269%
IWA
3011
IVC Wealth Advisors
Pennsylvania
$323K +$5.13K +34 +2%
MAM
3012
MMA Asset Management
Pennsylvania
$323K -$62.3K -413 -17%
SPWG
3013
Syntegra Private Wealth Group
Missouri
$323K +$39.4K +261 +15%
WAM
3014
WealthTrust Asset Management
Florida
$322K -$148K -982 -32%
NCM
3015
Northwest Capital Management
Oregon
$322K – – –
FWP
3016
Falcon Wealth Planning
California
$321K -$101K -669 -25%
RTC
3017
Riverview Trust Company
Washington
$320K +$16.6K +110 +6%
IA
3018
Insight Advisors
Pennsylvania
$320K +$5.73K +38 +2%
SCG
3019
Sonata Capital Group
Washington
$320K – – –
BP
3020
Broadleaf Partners
Ohio
$320K +$1.81K +12 +0.6%
SGK
3021
Steigerwald Gordon & Koch
Virginia
$320K +$28.5K +189 +10%
CIP
3022
Capital Insight Partners
Arizona
$319K -$5.58K -37 -2%
KAM
3023
Knightsbridge Asset Management
California
$319K – – –
WPW
3024
Watershed Private Wealth
Illinois
$318K +$26.6K +176 +10%
AWA
3025
Archvest Wealth Advisors
California
$318K -$16K -106 -5%
119 120
121
122 123