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Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
651
M Holdings Securities
Oregon
$601K +$591K +45,840 New
PNC
652
Park National Corp
Ohio
$594K -$28.1K -2,181 -5%
FA
653
Fiduciary Alliance
South Carolina
$588K -$25.7K -1,995 -4%
BRWA
654
B. Riley Wealth Advisors
Florida
$588K +$44.7K +3,465 +8%
CW
655
CrossGen Wealth
North Carolina
$580K +$570K +44,196 New
FT
656
Fiduciary Trust
Massachusetts
$579K +$131K +10,165 +30%
IFWM
657
Institute for Wealth Management
Colorado
$578K -$42.6K -3,302 -7%
JCM
658
Jacobi Capital Management
Pennsylvania
$576K -$27.5K -2,136 -5%
TWP
659
Triad Wealth Partners
Kansas
$575K +$565K +43,840 New
AA
660
Advisory Alpha
Michigan
$573K -$6.61K -513 -1%
FFWM
661
Future Financial Wealth Management
Ohio
$570K +$12K +927 +2%
FM
662
Foster & Motley
Ohio
$570K -$2.37K -184 -0.4%
RSWM
663
Robertson Stephens Wealth Management
California
$560K +$9.81K +761 +2%
OQS
664
Occudo Quantitative Strategies
Florida
$559K -$2.69M -208,694 -83%
IRP
665
Investment Research Partners
Pennsylvania
$558K -$3.53K -274 -0.6%
PCIA
666
Prime Capital Investment Advisors
Kansas
$555K -$127K -9,856 -19%
SC
667
Syon Capital
California
$550K +$66.4K +5,152 +14%
VA
668
VestGen Advisors
Illinois
$550K +$213K +16,511 +65%
CIC
669
Carnegie Investment Counsel
Ohio
$550K -$20.3K -1,572 -4%
PA
670
Planning Alternatives
Michigan
$549K +$4.81K +373 +0.9%
SW
671
SkyOak Wealth
Michigan
$545K +$529 +41 +0.1%
SWM
672
Stockman Wealth Management
Montana
$539K +$203K +15,754 +62%
DAM
673
Directional Asset Management
Illinois
$536K +$526K +40,834 New
SC
674
Searle & Co
Connecticut
$536K – – –
GIC
675
Generali Investments CEE
Czech Republic
$534K -$3.99M -309,300 -88%
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