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Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
1076
F/M Investments
District of Columbia
$253K -$2.41M -190,836 -92%
PA
1077
PFG Advisors
Arizona
$252K -$25.8K -2,041 -11%
ESBC
1078
E.S. Barr & Co
Kentucky
$252K – – –
KMWM
1079
Keudell/Morrison Wealth Management
Oregon
$252K +$1.26K +100 +0.6%
NCM
1080
NCM Capital Management
New Jersey
$252K – – –
GT
1081
Glenview Trust
Kentucky
$251K +$64.8K +5,125 +45%
PP
1082
PFS Partners
New Jersey
$251K +$3.82K +302 +2%
TLP
1083
Trinity Legacy Partners
Texas
$251K +$13 +1 +0%
MW
1084
MBL Wealth
North Carolina
$250K +$3.25K +257 +2%
VC
1085
Vestor Capital
Illinois
$250K – – –
FCH
1086
Freestone Capital Holdings
Washington
$248K +$1.09K +86 +0.5%
MWM
1087
Maripau Wealth Management
Indiana
$248K -$5.16K -408 -2%
SWM
1088
Sugarloaf Wealth Management
Georgia
$248K -$36.2K -2,863 -15%
BPWM
1089
Badgley Phelps Wealth Managers
Washington
$247K -$7.21K -570 -3%
TDC
1090
Thompson Davis & Co
Virginia
$247K +$207K +16,350 New
KP
1091
Keel Point
Alabama
$247K +$22.5K +1,777 +12%
SC
1092
SouthState Corp
Florida
$247K -$46K -3,637 -18%
NAS
1093
NWF Advisory Services
California
$246K – – –
NAS
1094
Nicolet Advisory Services
Wisconsin
$246K -$10.7K -843 -5%
MFG
1095
MidWestOne Financial Group
Iowa
$245K +$205K +16,179 New
HAG
1096
HF Advisory Group
Maryland
$245K +$9.48K +749 +5%
RWA
1097
Rooted Wealth Advisors
Illinois
$244K +$47.1K +3,723 +31%
AC
1098
Allstate Corporation
Illinois
$244K – – –
SPWG
1099
Sage Private Wealth Group
Illinois
$244K +$215 +17 +0.1%
WP
1100
WealthSource Partners
California
$244K -$23.9K -1,888 -10%
42 43
44
45 46