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Name Holding Trade Value Shares
Change 		Change in
Stake
QP
1101
Quilter Plc
United Kingdom
$324K -$293K -1,466 -53%
AGA
1102
Arkos Global Advisors
Texas
$322K -$70K -350 -21%
HFRG
1103
Houlihan Financial Resource Group
Virginia
$321K +$240K +1,200 New
RWP
1104
RWA Wealth Partners
Massachusetts
$320K +$255K +1,274 New
KPCM
1105
Kings Point Capital Management
New York
$319K +$140K +700 +123%
NG
1106
Northstar Group
New York
$319K +$253K +1,266 New
FMC
1107
First Merchants Corp
Indiana
$318K +$253K +1,264 New
AFP
1108
Ausdal Financial Partners
Iowa
$318K +$253K +1,265 New
DFG
1109
Demars Financial Group
Washington
$318K +$253K +1,265 New
AWM
1110
Altium Wealth Management
New York
$315K +$250K +1,252 New
MM
1111
Meridian Management
Arkansas
$315K +$250K +1,252 New
CT
1112
Coastline Trust
Rhode Island
$315K +$251K +1,253 New
CA
1113
Calton & Associates
Florida
$315K +$251K +1,254 New
AA
1114
Ancora Advisors
Ohio
$314K – – –
LBC
1115
Lowe Brockenbrough & Co
Virginia
$314K +$250K +1,248 New
GIA
1116
Gladstone Institutional Advisory
Florida
$314K +$250K +1,249 New
FCB
1117
First Command Bank
Texas
$312K -$20K -100 -7%
FCFS
1118
First Command Financial Services
Texas
$312K -$20K -100 -7%
PL
1119
Plancorp LLC
Missouri
$312K +$248K +1,241 New
MMA
1120
Miracle Mile Advisors
California
$306K +$243K +1,216 New
CWM
1121
Cornerstone Wealth Management
Missouri
$306K +$243K +1,217 New
LWCFA
1122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K -$25K -125 -9%
BHBT
1123
Burke & Herbert Bank & Trust
Virginia
$305K +$243K +1,213 New
ECM
1124
ETrade Capital Management
Virginia
$305K +$243K +1,215 New
FCFC
1125
First Commonwealth Financial Corp
Pennsylvania
$304K -$54.8K -274 -18%
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