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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
751
Davenport & Co
Virginia
$412K -$63.1K -4,792 -12%
IBOK
752
Independence Bank of Kentucky
Kentucky
$411K -$274K -20,835 -37%
AGP
753
Aspire Growth Partners
Florida
$411K -$10.1K -768 -2%
VEA
754
Virtus ETF Advisers
New York
$409K – – –
KWM
755
Kaydan Wealth Management
Michigan
$409K – – –
ATC
756
Argent Trust Co
Tennessee
$406K +$464K +35,202 New
FC
757
Farringdon Capital
United Kingdom
$404K +$218K +16,524 +89%
NGA
758
Naples Global Advisors
Florida
$403K -$294K -22,310 -39%
SFG
759
Southern Financial Group
Alabama
$401K +$10.2K +776 +2%
DBFM
760
Dickmeyer Boyce Financial Management
Indiana
$396K +$452K +34,318 New
AWA
761
Aaron Wealth Advisors
Illinois
$396K -$43.5K -3,301 -9%
BRWA
762
B. Riley Wealth Advisors
Florida
$393K -$128K -9,717 -22%
GM
763
GeoWealth Management
Illinois
$393K +$306K +23,231 +215%
MFA
764
Mayflower Financial Advisors
Massachusetts
$393K +$3.88K +295 +0.9%
RWM
765
RKL Wealth Management
Pennsylvania
$390K +$2.58K +196 +0.6%
WIM
766
WealthPlan Investment Management
Nebraska
$390K +$7.32K +556 +2%
JCFM
767
JBR Co Financial Management
Oklahoma
$390K – – –
KF
768
Krilogy Financial
Missouri
$387K -$20.4K -1,548 -5%
BP
769
Ballentine Partners
Massachusetts
$386K -$4.29K -326 -1%
CIA
770
Cohen Investment Advisors
New Hampshire
$386K +$10.4K +791 +2%
PIA
771
Powell Investment Advisors
Florida
$385K +$711 +54 +0.2%
BAM
772
BOS Asset Management
Illinois
$385K -$1.7K -129 -0.4%
BB
773
Busey Bank
Illinois
$385K -$6.58K -500 -1%
CIAM
774
Caitong International Asset Management
Hong Kong
$382K +$436K +33,142 New
PPWM
775
Paragon Private Wealth Management
Kentucky
$382K +$436K +33,110 New
29 30
31
32 33