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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1226
Csenge Advisory Group
Florida
$493K -$52.8K -152 -10%
1SB
1227
1ST Source Bank
Indiana
$492K -$88.2K -254 -16%
PCM
1228
Prelude Capital Management
New York
$490K -$429K -1,237 -47%
SG
1229
StoneX Group
New York
$488K -$73.6K -212 -13%
PWP
1230
Phillips Wealth Planners
Mississippi
$485K +$445K +1,281 New
TCBWMS
1231
Texas Capital Bank Wealth Management Services
Texas
$484K +$471K +1,358 New
AWCI
1232
Alpine Woods Capital Investors
New York
$480K -$8.68K -25 -2%
PPW
1233
Pasadena Private Wealth
California
$480K – – –
FWP
1234
Flatrock Wealth Partners
California
$480K +$33.7K +97 +8%
RCA
1235
Resonant Capital Advisors
Wisconsin
$478K +$25.3K +73 +6%
WIM
1236
WealthPlan Investment Management
Nebraska
$478K -$25.7K -74 -5%
KAS
1237
KPP Advisory Services
Kentucky
$474K -$58.7K -169 -11%
WTC
1238
WhitTier Trust Company
Nevada
$474K -$13.5K -39 -3%
WJWM
1239
Williams Jones Wealth Management
New York
$474K +$5.21K +15 +1%
CAM
1240
Columbia Asset Management
Michigan
$473K – – –
AWM
1241
Avior Wealth Management
Nebraska
$473K +$55.9K +161 +14%
CAM
1242
Councilmark Asset Management
Tennessee
$469K -$226K -650 -33%
ESBC
1243
E.S. Barr & Co
Kentucky
$469K – – –
PWPS
1244
Pinnacle Wealth Planning Services
Ohio
$468K +$1.04K +3 +0.2%
WG
1245
Wealth Group
North Carolina
$467K +$41.7K +120 +10%
FPCP
1246
Fort Point Capital Partners
California
$467K -$127K -365 -22%
WB
1247
Webster Bank
Connecticut
$467K -$12.1K -35 -3%
CT
1248
Clearstead Trust
Maine
$465K -$31.2K -90 -6%
4A
1249
4Wealth Advisors
Illinois
$465K -$93.7K -270 -17%
CWMS
1250
Cannon Wealth Management Services
North Carolina
$463K +$163K +471 +57%
48 49
50
51 52