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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
801
First Dallas Securities
Texas
$493K -$6.07K -480 -1%
CFA
802
Cahill Financial Advisors
Minnesota
$491K +$3.96K +313 +1%
GSIAS
803
Garden State Investment Advisory Services
New Jersey
$487K -$161K -12,699 -28%
MWM
804
Modera Wealth Management
New Jersey
$486K +$82.5K +6,524 +26%
SVWAG
805
Sound View Wealth Advisors Group
Georgia
$484K +$53.7K +4,247 +15%
N
806
Natixis
France
$484K -$9.76M -771,870 -96%
QCIG
807
Quad-Cities Investment Group
Iowa
$481K +$2.11K +167 +0.5%
MLA
808
My Legacy Advisors
Oregon
$478K +$26K +2,052 +7%
TC
809
TAP Consulting
Missouri
$477K +$7.73K +611 +2%
CG
810
Colony Group
Massachusetts
$476K +$645 +51 +0.2%
CBT
811
CoreFirst Bank & Trust
Kansas
$476K -$106K -8,358 -21%
CCWA
812
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$475K +$2.29K +181 +0.6%
VWM
813
Venturi Wealth Management
Texas
$474K +$191K +15,064 +92%
CPSC
814
Carl P. Sherr & Co
Massachusetts
$474K -$13K -1,029 -3%
AWM
815
Accurate Wealth Management
Florida
$472K +$68K +5,377 +21%
SDIC
816
South Dakota Investment Council
South Dakota
$471K – – –
FFA
817
Farther Finance Advisors
California
$471K -$39.9K -3,156 -9%
MSAM
818
Moloney Securities Asset Management
Missouri
$469K -$100K -7,902 -20%
BWP
819
Balboa Wealth Partners
Arizona
$468K -$46.2K -3,653 -11%
SFC
820
Strategic Financial Concepts
Texas
$466K -$64.8K -5,119 -14%
KLCM
821
KG&L Capital Management
Louisiana
$466K -$155K -12,224 -28%
SS
822
Sunbelt Securities
Texas
$464K -$13.3K -1,048 -3%
SIC
823
Sigma Investment Counselors
Michigan
$457K -$56.7K -4,484 -13%
MIP
824
Marietta Investment Partners
Wisconsin
$454K – – –
CF
825
Clarity Financial
Texas
$454K +$379K +29,996 New
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