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Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
1126
Nalls Sherbakoff Group
Tennessee
$233K – – –
RG
1127
Rathbones Group
United Kingdom
$233K -$3.16K -250 -2%
BAM
1128
Brave Asset Management
New Jersey
$233K – – –
BP
1129
Ballentine Partners
Massachusetts
$233K -$115K -9,129 -37%
BFG
1130
Berger Financial Group
Minnesota
$230K +$11K +870 +6%
HP
1131
Hilltop Partners
Indiana
$230K +$20.1K +1,590 +12%
HWA
1132
HHM Wealth Advisors
Tennessee
$230K -$13.6K -1,074 -7%
SCM
1133
Schnieders Capital Management
California
$229K – – –
MFG
1134
Midwest Financial Group
Kansas
$228K -$2.53K -200 -1%
WWC
1135
Waypoint Wealth Counsel
Georgia
$227K +$2.77K +219 +1%
WMP
1136
Wealth Management Partners
Arizona
$227K -$6.33K -500 -3%
FFG
1137
Fortem Financial Group
California
$227K -$69.6K -5,500 -27%
BW
1138
Bison Wealth
Georgia
$227K +$51.2K +4,051 +37%
LC
1139
Lindbrook Capital
California
$226K +$19.5K +1,542 +12%
RWA
1140
River Wealth Advisors
Pennsylvania
$226K +$5.43K +429 +3%
SAF
1141
Smith Anglin Financial
Texas
$226K +$2.68K +212 +1%
BFS
1142
Bard Financial Services
Connecticut
$224K -$6.33K -500 -3%
MWA
1143
MFA Wealth Advisors
Pennsylvania
$223K -$96.1K -7,595 -34%
SGI
1144
Summit Global Investments
Utah
$223K +$187K +14,768 New
KIG
1145
Kessler Investment Group
Indiana
$223K +$186K +14,737 New
AWA
1146
Amplius Wealth Advisors
Pennsylvania
$223K -$1.73K -137 -0.9%
PFPT
1147
Pinnacle Financial Partners (Tennessee)
Tennessee
$223K -$53.5K -4,227 -22%
AAM
1148
Auxier Asset Management
Oregon
$222K -$2.53K -200 -1%
RWB
1149
RMR Wealth Builders
New Jersey
$222K +$46.6K +3,687 +34%
FFA
1150
Founders Financial Alliance
North Carolina
$221K -$784 -62 -0.4%
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