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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1401
Chicago Partners Investment Group
Illinois
$2.81M +$138K +868 +5%
PP
1402
Patron Partners
Texas
$2.81M -$39.1K -245 -1%
AT
1403
Arden Trust
Delaware
$2.8M -$184K -1,157 -6%
OC
1404
Oakworth Capital
Alabama
$2.8M -$19.6K -123 -0.7%
PIWA
1405
Prevail Innovative Wealth Advisors
Kansas
$2.79M +$465K +2,917 +20%
WOC
1406
West Oak Capital
California
$2.79M -$43.4K -272 -2%
AMBIA
1407
Allen Mooney & Barnes Investment Advisors
Georgia
$2.78M -$58.8K -369 -2%
TWM
1408
Trueblood Wealth Management
Ohio
$2.77M +$37K +232 +1%
WGAM
1409
Wilkinson Global Asset Management
New York
$2.77M -$23.9K -150 -0.8%
KA
1410
Keene & Associates
Texas
$2.77M -$1.56M -9,774 -36%
CHAM
1411
Clear Harbor Asset Management
Connecticut
$2.77M -$31.9K -200 -1%
CAGAS
1412
Capital Advisory Group Advisory Services
Minnesota
$2.76M +$200K +1,255 +8%
BFG
1413
Beacon Financial Group
Texas
$2.76M -$35.1K -220 -1%
OPA
1414
Old Port Advisors
Maine
$2.76M -$38.7K -243 -1%
QI
1415
Qtron Investments
Massachusetts
$2.75M +$109K +685 +4%
BOS
1416
Bank of Stockton
California
$2.75M -$77.3K -485 -3%
SIC
1417
SFE Investment Counsel
California
$2.74M -$86.1K -540 -3%
SGCA
1418
Steel Grove Capital Advisors
Tennessee
$2.74M -$96K -602 -3%
MA
1419
Modus Advisors
Minnesota
$2.73M +$123K +769 +5%
PCS
1420
Personal CFO Solutions
New Jersey
$2.73M -$13.6K -85 -0.5%
PIM
1421
Pullen Investment Management
Florida
$2.72M -$115K -720 -4%
RIA
1422
Realta Investment Advisors
Delaware
$2.72M +$137K +858 +5%
FCG
1423
Fielder Capital Group
Tennessee
$2.72M +$20.4K +128 +0.7%
NF
1424
Nvest Financial
New Hampshire
$2.72M +$164K +1,029 +6%
RWB
1425
RMR Wealth Builders
New Jersey
$2.72M -$220K -1,378 -7%
55 56
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58 59