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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
976
HBK Sorce Advisory
Pennsylvania
$951K +$21.9K +63 +3%
TCWA
977
Turtle Creek Wealth Advisors
Texas
$947K -$170K -490 -16%
BAM
978
BCV Asset Management
$947K +$923K +2,660 New
AWM
979
Aprio Wealth Management
Georgia
$946K +$166K +477 +22%
DWT
980
Dorsey & Whitney Trust
South Dakota
$941K -$48.9K -141 -5%
IBOK
981
Independence Bank of Kentucky
Kentucky
$933K -$19.1K -55 -2%
TBT
982
Texas Bank & Trust
Texas
$933K -$99.3K -286 -10%
JIC
983
Joel Isaacson & Co
New York
$933K +$347 +1 +0%
AWM
984
Ariadne Wealth Management
California
$932K +$2.43K +7 +0.3%
CA
985
Commerce Advisors
Tennessee
$928K +$905K +2,606 New
LFA
986
Legacy Financial Advisors
Kentucky
$927K +$96.2K +277 +12%
SLI
987
Sumitomo Life Insurance
Japan
$926K +$34.4K +99 +4%
ACM
988
Advisors Capital Management
New Jersey
$923K -$26.4K -76 -3%
BAAM
989
Baker Avenue Asset Management
California
$918K +$245K +707 +38%
GBT
990
Grove Bank & Trust
Florida
$912K +$93K +268 +12%
FA
991
Fiduciary Alliance
South Carolina
$910K +$320K +921 +59%
IA
992
IFP Advisors
Florida
$908K -$198K -571 -18%
MT
993
Midwest Trust
Kansas
$904K -$231K -665 -21%
WWC
994
Waypoint Wealth Counsel
Georgia
$901K -$105K -302 -11%
PHS
995
Pekin Hardy Strauss
Illinois
$898K -$43K -124 -5%
JWA
996
JFS Wealth Advisors
Pennsylvania
$895K -$18.4K -53 -2%
PFT
997
Providence First Trust
Arizona
$893K +$203K +586 +31%
KCP
998
Kera Capital Partners
California
$883K +$87.8K +253 +11%
MWM
999
Modern Wealth Management
Kansas
$882K +$361K +1,041 +74%
SFA
1000
Souders Financial Advisors
Ohio
$879K +$857K +2,468 New
38 39
40
41 42