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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1026
FAS Wealth Partners
Kansas
$4.47M +$373K +2,326 +9%
CCA
1027
Cobblestone Capital Advisors
New York
$4.45M -$258K -1,610 -5%
HH
1028
Hilltop Holdings
Texas
$4.45M -$911K -5,684 -17%
KFP
1029
Keystone Financial Planning
Ohio
$4.45M +$200K +1,247 +5%
MCM
1030
Mill Capital Management
North Carolina
$4.44M +$193K +1,204 +4%
AT
1031
Arvest Trust
Oklahoma
$4.44M -$13.9K -87 -0.3%
SG
1032
StoneX Group
New York
$4.43M +$204K +1,274 +5%
ECU
1033
Eisler Capital (UK)
United Kingdom
$4.4M +$165K +1,029 +4%
MWM
1034
Mission Wealth Management
California
$4.4M -$200K -1,245 -4%
NFG
1035
Nations Financial Group
Iowa
$4.39M -$126K -789 -3%
SWK
1036
Stephen W. Kidder
$4.38M +$154K +960 +4%
OCM
1037
Orleans Capital Management
Louisiana
$4.36M – – –
MIM
1038
MTM Investment Management
South Carolina
$4.35M +$1.6K +10 +0%
EB
1039
Exchange Bank
California
$4.34M +$4.43M +27,603 New
FPGT
1040
Financial Partners Group (Tennessee)
Tennessee
$4.34M -$702K -4,381 -14%
RWM
1041
Ritholtz Wealth Management
New York
$4.32M +$94.9K +592 +2%
LDB
1042
Lee, Danner & Bass
Tennessee
$4.31M -$89.6K -559 -2%
PGIM
1043
Pacific Global Investment Management
California
$4.31M +$64.3K +401 +1%
SN
1044
Sittner & Nelson
Oregon
$4.29M -$92.5K -577 -2%
BFA
1045
Benedict Financial Advisors
Georgia
$4.29M +$21.8K +136 +0.5%
BMM
1046
Buffington Mohr McNeal
Idaho
$4.27M -$29K -181 -0.7%
LAM
1047
Lynch Asset Management
Pennsylvania
$4.27M – – –
CPC
1048
Consolidated Planning Corp
Georgia
$4.27M +$229K +1,429 +6%
PAM
1049
Pegasus Asset Management
New York
$4.24M +$16.7K +104 +0.4%
CL
1050
CSS LLC
Illinois
$4.24M -$663K -4,136 -13%
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