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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1051
Soltis Investment Advisors
Utah
$177K -$47.1K -4,115 -20%
WPC
1052
Wedmont Private Capital
Pennsylvania
$177K -$30K -2,623 -13%
GWM
1053
Gibbs Wealth Management
Georgia
$176K +$13.9K +1,211 +8%
ESBC
1054
E.S. Barr & Co
Kentucky
$176K – – –
LWM
1055
Latko Wealth Management
Illinois
$176K +$190K +16,637 New
FHA
1056
First Horizon Advisors
Tennessee
$176K +$149 +13 +0.1%
BP
1057
Ballentine Partners
Massachusetts
$175K -$81.1K -7,092 -30%
WAM
1058
Walker Asset Management
Missouri
$175K +$80 +7 +0%
PTC
1059
Private Trust Company
Ohio
$173K -$22.9K -2,000 -11%
CWM
1060
Congress Wealth Management
Massachusetts
$173K -$7.7K -673 -4%
CW
1061
CIC Wealth
Maryland
$173K -$2.76K -241 -1%
HWA
1062
Heritage Wealth Advisors
Virginia
$173K -$21.9K -1,910 -10%
BCP
1063
Berkeley Capital Partners
Georgia
$173K -$402K -35,177 -68%
HWM
1064
Hohimer Wealth Management
Washington
$172K +$2.92K +255 +2%
QFA
1065
Quantum Financial Advisors
California
$172K +$186K +16,251 New
ATPW
1066
Ashton Thomas Private Wealth
Arizona
$171K -$18.5K -1,613 -9%
TFS
1067
Thoroughbred Financial Services
Tennessee
$171K +$1.64K +143 +0.9%
PFA
1068
Pure Financial Advisors
California
$170K +$11.3K +990 +7%
AAG
1069
Armstrong Advisory Group
Massachusetts
$169K -$18.9K -1,649 -9%
GC
1070
Guidance Capital
Kentucky
$169K +$103 +9 +0.1%
FMC
1071
First Merchants Corp
Indiana
$169K -$1.14K -100 -0.6%
CT
1072
Clearstead Trust
Maine
$168K +$1.6K +140 +0.9%
WG
1073
Welch Group
Alabama
$168K +$172 +15 +0.1%
UB
1074
UMB Bank
Missouri
$167K -$6.58K -575 -4%
RL
1075
Rogco LP
Oklahoma
$167K – – –
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