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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
976
Turtle Creek Wealth Advisors
Texas
$947K -$170K -490 -16%
BAM
977
BCV Asset Management
$947K +$923K +2,660 New
AWM
978
Aprio Wealth Management
Georgia
$946K +$166K +477 +22%
DWT
979
Dorsey & Whitney Trust
South Dakota
$941K -$48.9K -141 -5%
IBOK
980
Independence Bank of Kentucky
Kentucky
$933K -$19.1K -55 -2%
TBT
981
Texas Bank & Trust
Texas
$933K -$99.3K -286 -10%
JIC
982
Joel Isaacson & Co
New York
$933K +$347 +1 +0%
AWM
983
Ariadne Wealth Management
California
$932K +$2.43K +7 +0.3%
CA
984
Commerce Advisors
Tennessee
$928K +$905K +2,606 New
LFA
985
Legacy Financial Advisors
Kentucky
$927K +$96.2K +277 +12%
SLI
986
Sumitomo Life Insurance
Japan
$926K +$34.4K +99 +4%
ACM
987
Advisors Capital Management
New Jersey
$923K -$26.4K -76 -3%
BAAM
988
Baker Avenue Asset Management
California
$918K +$245K +707 +38%
GBT
989
Grove Bank & Trust
Florida
$912K +$93K +268 +12%
FA
990
Fiduciary Alliance
South Carolina
$910K +$320K +921 +59%
IA
991
IFP Advisors
Florida
$908K -$198K -571 -18%
MT
992
Midwest Trust
Kansas
$904K -$231K -665 -21%
WWC
993
Waypoint Wealth Counsel
Georgia
$901K -$105K -302 -11%
PHS
994
Pekin Hardy Strauss
Illinois
$898K -$43K -124 -5%
JWA
995
JFS Wealth Advisors
Pennsylvania
$895K -$18.4K -53 -2%
PFT
996
Providence First Trust
Arizona
$893K +$203K +586 +31%
KCP
997
Kera Capital Partners
California
$883K +$87.8K +253 +11%
MWM
998
Modern Wealth Management
Kansas
$882K +$361K +1,041 +74%
SFA
999
Souders Financial Advisors
Ohio
$879K +$857K +2,468 New
PFA
1000
Pure Financial Advisors
California
$879K +$127K +365 +17%
38 39
40
41 42