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Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
601
Fox Run Management
Connecticut
$270K +$327K +7,340 New
I2I
602
Insight 2811 Inc
Illinois
$269K – – –
HWM
603
HB Wealth Management
Georgia
$267K +$63.7K +1,430 +24%
ASN
604
Advisory Services Network
Georgia
$264K -$78.3K -1,757 -20%
AWS
605
Atria Wealth Solutions
New York
$262K +$318K +7,130 New
NB
606
Nicolet Bankshares
Wisconsin
$261K – – –
MFS
607
Mirabella Financial Services
United Kingdom
$260K +$38.7K +869 +14%
OTL
608
Oak Thistle LLC
New York
$258K +$312K +6,997 New
GW
609
GW & Wade
Massachusetts
$257K -$45 -1 -0%
ACM
610
Advisors Capital Management
New Jersey
$256K -$37.2K -835 -13%
SFCL
611
Strengthening Families & Communities LLC
Massachusetts
$255K +$25.2K +565 +9%
CI
612
Cigna Investments
Connecticut
$253K -$22.5K -504 -7%
DF
613
Donoghue Forlines
Massachusetts
$252K -$384K -8,616 -56%
GHA
614
GW Henssler & Associates
Georgia
$251K +$47.1K +1,058 +18%
RIM
615
Regent Investment Management
Kentucky
$250K – – –
LAI
616
Legal Advantage Investments
California
$250K +$303K +6,800 New
MNBTD
617
Moody National Bank Trust Division
Texas
$246K – – –
MCM
618
MAI Capital Management
Ohio
$246K +$298K +6,678 New
WSTAM
619
Wilbanks Smith & Thomas Asset Management
Virginia
$244K -$523K -11,728 -64%
T
620
TOBAM
France
$244K -$134K -3,016 -31%
TAM
621
Trust Asset Management
Texas
$242K -$1.29K -29 -0.4%
VVP
622
Venture Visionary Partners
Ohio
$242K – – –
MA
623
Montag & Associates
Georgia
$240K – – –
BCM
624
Birmingham Capital Management
Alabama
$239K -$22.3K -500 -7%
S
625
SignatureFD
Georgia
$239K -$19.2K -431 -6%
23 24
25
26 27