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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
Exencial Wealth Advisors
Oklahoma
$333K +$8.55K +649 +2%
HAG
827
HF Advisory Group
Maryland
$333K +$6.94K +527 +2%
IPW
828
Impact Partnership Wealth
Georgia
$333K -$114K -8,672 -23%
FISPB
829
Fideuram - Intesa Sanpaolo Private Banking
$332K +$332K +25,183 +698%
HIMC
830
Heritage Investors Management Corp
Maryland
$330K -$23.4K -1,775 -6%
WA
831
WealthTrust Axiom
Pennsylvania
$327K +$40.6K +3,080 +12%
GSIAS
832
Garden State Investment Advisory Services
New Jersey
$327K +$48.7K +3,696 +15%
MWM
833
Modern Wealth Management
Kansas
$325K +$3.56K +270 +1%
WMA
834
William Mack & Associates
Michigan
$324K -$20.8K -1,582 -5%
CFA
835
Capstone Financial Advisors
Illinois
$324K +$53 +4 +0%
FHC
836
First Heartland Consultants
Missouri
$322K -$3.15K -239 -0.8%
HCP
837
Hexagon Capital Partners
Arkansas
$320K -$23K -1,750 -6%
SSC
838
Syverson Strege & Co
Iowa
$319K +$13.7K +1,040 +4%
PA
839
PFG Advisors
Arizona
$318K +$31.4K +2,384 +9%
AC
840
Aldebaran Capital
Indiana
$317K – – –
DWP
841
Daymark Wealth Partners
Ohio
$317K +$14.9K +1,131 +4%
ESBC
842
E.S. Barr & Co
Kentucky
$316K -$590K -44,776 -62%
ANTB
843
AMG National Trust Bank
Colorado
$313K +$26.6K +2,018 +8%
CA
844
COFG Advisors
Illinois
$313K +$16.6K +1,263 +5%
BFG
845
Berger Financial Group
Minnesota
$311K +$13K +986 +4%
IF
846
IRON Financial
Illinois
$310K +$354K +26,896 New
SDIC
847
South Dakota Investment Council
South Dakota
$310K – – –
SWM
848
Spire Wealth Management
Virginia
$309K +$87.1K +6,611 +33%
SA
849
Sovran Advisors
California
$307K -$579 -44 -0.2%
CF
850
Claris Financial
Virginia
$307K -$3.45K -262 -1%
32 33
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