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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Arista Wealth Management
Nevada
$411K – – –
PJWM
702
Philip James Wealth Mangement
Georgia
$410K -$115K -526 -22%
DI
703
Diligent Investors
California
$409K -$54.5K -250 -12%
SSW
704
Smith Shellnut Wilson
Mississippi
$408K – – –
PTC
705
Private Trust Company
Ohio
$402K +$218 +1 +0.1%
SAM
706
Smartleaf Asset Management
Massachusetts
$401K – – –
RRA
707
Red Reef Advisors
Florida
$401K -$174K -800 -31%
WFA
708
Wellspring Financial Advisors
Ohio
$400K -$5.01K -23 -1%
MKC
709
M. Kraus & Co
Vermont
$392K – – –
NAM
710
NorthCrest Asset Manangement
Minnesota
$388K +$15.7K +72 +4%
BFS
711
BridgePort Financial Solutions
Iowa
$388K -$34.4K -158 -8%
MHIC
712
Marble Harbor Investment Counsel
Massachusetts
$383K – – –
GIA
713
Gladstone Institutional Advisory
Florida
$383K +$372K +1,708 New
SL
714
Sentinus LLC
Illinois
$382K +$20K +92 +6%
JTWM
715
Jackson Thornton Wealth Management
Alabama
$382K +$47.1K +216 +15%
CA
716
CV Advisors
Florida
$381K +$370K +1,700 New
AWM
717
Avior Wealth Management
Nebraska
$380K +$6.97K +32 +2%
PI
718
PFG Investments
New York
$378K +$66.2K +304 +22%
HH
719
Hilltop Holdings
Texas
$377K – – –
SMBT
720
Southern Michigan Bank & Trust
Michigan
$375K -$30.1K -138 -8%
BEI
721
Benjamin Edwards Inc
Missouri
$375K -$42.1K -193 -10%
CFS
722
Cannon Financial Strategists
Georgia
$375K +$364K +1,672 New
TCBWMS
723
Texas Capital Bank Wealth Management Services
Texas
$373K -$51.6K -237 -12%
OP
724
Oslo Pensjonsforsikring
$373K +$66.9K +307 +23%
BTWM
725
Baker Tilly Wealth Management
Wisconsin
$371K +$872 +4 +0.2%
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