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Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
701
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$182K +$85.9K +10,000 +94%
GVAG
702
Great Valley Advisor Group
Delaware
$181K -$19.8K -2,303 -10%
FWP
703
FAS Wealth Partners
Kansas
$180K -$12.8K -1,492 -7%
CNBT
704
Canandaigua National Bank & Trust
New York
$180K -$2.86K -333 -2%
SG
705
StoneX Group
New York
$180K -$232 -27 -0.1%
ATC
706
Argent Trust Co
Tennessee
$180K +$7.33K +854 +4%
KIA
707
KCM Investment Advisors
California
$180K +$69.6K +8,100 +65%
CPA
708
Clear Perspective Advisors
Illinois
$176K +$162K +18,844 New
NFG
709
Next Financial Group
Texas
$174K -$1.27M -148,047 -88%
IBOK
710
Independence Bank of Kentucky
Kentucky
$174K -$11.4K -1,330 -6%
AAM
711
American Asset Management
Florida
$174K +$5.62K +654 +3%
NFH
712
NEXT Financial Holdings
Texas
$174K +$170K +19,808 New
HI
713
Horizon Investments
North Carolina
$173K +$172K +20,015 New
SMM
714
Stadion Money Management
Georgia
$172K -$28.7K -3,344 -15%
CB
715
Cadence Bank
Mississippi
$172K +$4.5K +524 +3%
ANRIA
716
American National Registered Investment Advisor
Texas
$171K – – –
AW
717
ACG Wealth
Georgia
$170K +$8.29K +965 +5%
EMG
718
Ellington Management Group
Connecticut
$169K +$165K +19,200 New
BCM
719
Bluefin Capital Management
New York
$168K -$362K -42,200 -69%
KA
720
KLCM Advisors
Wisconsin
$167K -$196K -22,854 -55%
QCIG
721
Quad-Cities Investment Group
Iowa
$167K -$12.8K -1,496 -7%
PCG
722
Private Capital Group
Connecticut
$167K +$67.7K +7,877 +71%
RW
723
REDW Wealth
New Mexico
$166K – – –
GW
724
GW & Wade
Massachusetts
$166K +$7.77K +905 +5%
WG
725
Winton Group
United Kingdom
$165K -$46.2K -5,382 -22%
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