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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1226
Advisors Capital Management
New Jersey
$167K +$7.47K +616 +5%
WP
1227
WMS Partners
Maryland
$167K +$17.5K +1,442 +13%
BFG
1228
Beacon Financial Group
Texas
$166K +$6K +495 +4%
GI
1229
GAMCO Investors
Connecticut
$166K – – –
RFA
1230
Register Financial Advisors
Georgia
$166K +$18K +1,485 +13%
LCWP
1231
Legacy Capital Wealth Partners
Arkansas
$166K -$22.6K -1,867 -12%
AFA
1232
American Financial Advisors
Georgia
$166K +$5.68K +469 +4%
AC
1233
Allstate Corporation
Illinois
$165K +$28K +2,311 +23%
VC
1234
Vicus Capital
Pennsylvania
$165K -$16.2K -1,337 -10%
FAG
1235
Fortitude Advisory Group
Washington
$165K -$52.2K -4,305 -26%
BTI
1236
Blue Trust Inc
Georgia
$165K -$13.6K -1,125 -8%
V
1237
ViaWealth
Kansas
$165K -$119K -9,830 -44%
WIM
1238
Westside Investment Management
California
$165K – – –
CRC
1239
Curi RMB Capital
Illinois
$165K +$150K +12,394 New
CFP
1240
Catalyst Financial Partners
Massachusetts
$164K +$27.9K +2,305 +20%
WCWM
1241
Willow Creek Wealth Management
California
$164K +$424 +35 +0.3%
PIA
1242
Pinion Investment Advisors
Kansas
$164K -$24.4K -2,012 -14%
WC
1243
Waterloo Capital
Texas
$163K -$6.07K -501 -4%
CAG
1244
Crestwood Advisors Group
Massachusetts
$163K +$16.3K +1,343 +12%
BHB
1245
Bank Hapoalim BM
Israel
$163K – – –
PSFG
1246
Prairie Sky Financial Group
Illinois
$163K +$121 +10 +0.1%
BIP
1247
Blueprint Investment Partners
North Carolina
$162K +$148K +12,219 New
EWS
1248
Eagle Wealth Strategies
New Jersey
$162K -$17.8K -1,471 -11%
MAM
1249
Meeder Asset Management
Ohio
$162K +$148K +12,198 New
TWA
1250
TCI Wealth Advisors
Arizona
$162K -$7.36K -607 -5%
48 49
50
51 52