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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1101
Sound View Wealth Advisors Group
Georgia
$316K -$43.6K -2,370 -13%
IBOK
1102
Independence Bank of Kentucky
Kentucky
$316K +$3.68K +200 +1%
SMC
1103
Smith, Moore & Co
Missouri
$315K -$14.8K -803 -5%
BAM
1104
Blueshift Asset Management
New Jersey
$315K +$279K +15,167 New
VWA
1105
V Wealth Advisors
Kansas
$314K -$8.71K -473 -3%
CA
1106
Continuum Advisory
Idaho
$314K +$30.5K +1,659 +12%
MG
1107
Mather Group
Illinois
$314K +$278K +15,131 New
BAS
1108
Brown Advisory Securities
Maryland
$313K +$73.6K +4,000 +36%
MPI
1109
Mairs & Power Inc
Minnesota
$312K -$73.6K -4,000 -21%
QI
1110
Qtron Investments
Massachusetts
$312K – – –
HIC
1111
Holderness Investments Company
North Carolina
$308K +$5.87K +319 +2%
HWA
1112
HHM Wealth Advisors
Tennessee
$307K -$18.3K -997 -6%
SWM
1113
Selective Wealth Management
Virginia
$307K -$7.36K -400 -3%
BW
1114
Bison Wealth
Georgia
$307K +$663 +36 +0.2%
MWM
1115
Mattern Wealth Management
Kansas
$306K +$32.5K +1,767 +14%
SC
1116
Stephens Consulting
Michigan
$306K +$271K +14,713 New
MMHP
1117
Murphy Middleton Hinkle & Parker
Georgia
$305K +$29.6K +1,610 +12%
PCP
1118
Proficio Capital Partners
Massachusetts
$304K +$9.99K +543 +4%
PP
1119
Patten & Patten
Tennessee
$304K +$15.4K +835 +6%
RW
1120
REDW Wealth
New Mexico
$304K +$69K +3,748 +34%
FIM
1121
Fernwood Investment Management
Massachusetts
$304K +$269K +14,638 New
SYBT
1122
Stock Yards Bank & Trust
Kentucky
$303K -$427K -23,227 -61%
CFG
1123
Cooper Financial Group
California
$302K -$176K -9,576 -40%
HI
1124
HBK Investments
Texas
$302K +$267K +14,531 New
DA
1125
Detalus Advisors
Missouri
$301K +$9.2K +500 +4%
43 44
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