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Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
601
Trinity Legacy Partners
Texas
$318K -$19.9K -2,211 -6%
TPWA
602
TRUE Private Wealth Advisors
Oregon
$318K +$107K +11,873 +53%
DWT
603
Dorsey & Whitney Trust
South Dakota
$318K +$110K +12,251 +56%
FNT
604
First National Trust
Pennsylvania
$317K -$12.2K -1,353 -4%
SWM
605
Sugarloaf Wealth Management
Georgia
$317K +$306K +34,047 New
DWM
606
Darwin Wealth Management
Florida
$314K -$7.82K -870 -3%
SF
607
Synovus Financial
Georgia
$312K -$71.6K -7,968 -19%
KFGK
608
Keystone Financial Group (Kentucky)
Kentucky
$312K -$55.3K -6,156 -15%
PTC
609
Petrus Trust Company
Texas
$311K – – –
WP
610
WealthPLAN Partners
Nebraska
$311K +$31.6K +3,519 +10%
BW
611
Bison Wealth
Georgia
$309K +$299K +33,239 New
CAAS
612
Capital Asset Advisory Services
Michigan
$308K +$336K +37,337 New
CPIA
613
Cornell Pochily Investment Advisors
New York
$306K -$2.29K -255 -0.8%
TWP
614
Tempus Wealth Planning
California
$306K +$296K +32,893 New
HSA
615
HBK Sorce Advisory
Pennsylvania
$303K -$40.4K -4,499 -12%
TNBTD
616
Trustmark National Bank Trust Department
Mississippi
$302K -$4.5K -500 -2%
EFS
617
Essex Financial Services
Connecticut
$300K -$80.5K -8,955 -22%
GWS
618
Glassman Wealth Services
Virginia
$297K +$5.78K +643 +2%
WIA
619
Wealthstreet Investment Advisors
Texas
$296K -$151K -16,785 -35%
JCM
620
Jacobi Capital Management
Pennsylvania
$296K -$2.87K -319 -1%
BCP
621
Blue Chip Partners
Michigan
$295K -$133K -14,777 -32%
DA
622
Detalus Advisors
Missouri
$293K +$283K +31,462 New
BOPW
623
Brandywine Oak Private Wealth
Pennsylvania
$291K – – –
MA
624
Mutual Advisors
Nebraska
$288K -$178K -19,769 -39%
VCP
625
Verus Capital Partners
Arizona
$288K +$279K +30,985 New
23 24
25
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