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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1201
Okabena Investment Services
Minnesota
$279K -$235K -1,073 -47%
NAS
1202
NWF Advisory Services
California
$279K +$15.8K +72 +6%
AWE
1203
Avidian Wealth Enterprises
Texas
$279K +$25.6K +117 +11%
PBK
1204
Peoples Bank (Kansas)
Kansas
$278K – – –
WFI
1205
West Family Investments
California
$278K +$268K +1,225 New
AWM
1206
Aprio Wealth Management
Georgia
$278K -$68.5K -313 -20%
CCMT
1207
CMT Capital Markets Trading
Germany
$278K +$268K +1,225 New
NRS
1208
Neville Rodie & Shaw
New York
$277K -$182K -830 -40%
CI
1209
Conning Inc
Connecticut
$276K -$13.6K -62 -5%
MWM
1210
Manske Wealth Management
Texas
$276K +$14.5K +66 +6%
MCCP
1211
Mission Creek Capital Partners
California
$276K -$208K -950 -32%
IB
1212
Intrust Bank
Kansas
$275K +$3.72K +17 +1%
BPWM
1213
BCS Private Wealth Management
New Jersey
$275K +$263K +1,200 New
HI
1214
Hendershot Investments
Virginia
$274K – – –
SFC
1215
SYM Financial Corp
Indiana
$274K +$263K +1,203 New
AFW
1216
Avantra Family Wealth
Pennsylvania
$273K +$263K +1,202 New
HR
1217
Hardy Reed
Mississippi
$273K +$4.82K +22 +2%
CWM
1218
Centric Wealth Management
Illinois
$273K – – –
MSAM
1219
Moloney Securities Asset Management
Missouri
$272K -$67.9K -310 -21%
MFG
1220
MidWestOne Financial Group
Iowa
$271K -$219 -1 -0.1%
MWM
1221
Modern Wealth Management
Kansas
$271K -$155K -706 -37%
6F
1222
626 Financial
Michigan
$271K – – –
CFS
1223
CRA Financial Services
New Jersey
$270K +$21.9K +100 +9%
WCM
1224
Weaver Capital Management
Georgia
$270K – – –
TCM
1225
Tufton Capital Management
Maryland
$270K – – –
47 48
49
50 51