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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1251
AlphaCore Capital
California
$3.35M +$169K +1,049 +6%
SCA
1252
Sippican Capital Advisors
Massachusetts
$3.35M -$32.3K -200 -1%
AFG
1253
Albion Financial Group
Utah
$3.35M +$263K +1,626 +9%
TA
1254
TFG Advisers
Michigan
$3.35M +$155K +962 +5%
IBOK
1255
Independence Bank of Kentucky
Kentucky
$3.34M +$165K +1,023 +5%
SWA
1256
SFMG Wealth Advisors
Texas
$3.34M +$39.4K +244 +1%
FCBT
1257
First Citizens Bank & Trust
North Carolina
$3.34M +$295K +1,827 +10%
MMA
1258
Mizuho Markets Americas
New York
$3.33M +$3.19M +19,752 New
DIP
1259
DT Investment Partners
Pennsylvania
$3.33M -$75.4K -467 -2%
CG
1260
Caprock Group
Idaho
$3.32M -$31.3K -194 -1%
AG
1261
Ascent Group
Virginia
$3.32M -$300K -1,856 -7%
FPAS
1262
Focus Partners Advisor Solutions
Missouri
$3.32M +$696K +4,308 +28%
1WA
1263
180 Wealth Advisors
Washington
$3.32M +$46.7K +289 +1%
PWMAG
1264
Pinnacle Wealth Management Advisory Group
New Jersey
$3.31M +$63.5K +393 +2%
DPIM
1265
Duff & Phelps Investment Management
Illinois
$3.31M +$24.1K +149 +0.8%
AI
1266
ArchPoint Investors
Florida
$3.31M – – –
GIP
1267
Granite Investment Partners
California
$3.31M – – –
DRD
1268
Dennis R. Delaney
$3.3M +$77.5K +480 +3%
WP
1269
WealthSource Partners
California
$3.29M -$347K -2,148 -10%
MPCG
1270
Matrix Private Capital Group
New York
$3.26M -$969 -6 -0%
GFPC
1271
Global Financial Private Client
Florida
$3.26M -$20.4K -126 -0.6%
AL
1272
Aspiriant LLC
California
$3.26M +$194K +1,204 +7%
SWM
1273
Sculati Wealth Management
Michigan
$3.25M +$56.2K +348 +2%
CIA
1274
Cohen Investment Advisors
New Hampshire
$3.24M +$166K +1,030 +6%
CS
1275
Comerica Securities
Michigan
$3.24M -$1.78M -11,029 -36%
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