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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1251
RFG Advisory
Alabama
$337K -$32.3K -129 -10%
HA
1252
Herold Advisors
New York
$336K -$400K -1,600 -58%
SFP
1253
Sweet Financial Partners
Minnesota
$336K +$30K +120 +12%
OWP
1254
Obermeyer Wealth Partners
Colorado
$335K +$7.5K +30 +3%
BFC
1255
Bedel Financial Consulting
Indiana
$335K +$500 +2 +0.2%
ACM
1256
Accent Capital Management
Ohio
$335K – – –
GWM
1257
Geneos Wealth Management
Colorado
$334K -$4.25K -17 -1%
TF
1258
Trek Financial
Arizona
$332K +$287K +1,147 New
HI
1259
Hendershot Investments
Virginia
$332K – – –
CWM
1260
Centric Wealth Management
Illinois
$331K +$317K +1,266 New
BFA
1261
Beaumont Financial Advisors
Massachusetts
$331K -$1.25K -5 -0.4%
FFB
1262
First Financial Bankshares
Texas
$331K -$25.5K -102 -8%
DWAM
1263
Duncan Williams Asset Management
Tennessee
$328K +$284K +1,134 New
BAM
1264
BOS Asset Management
Illinois
$327K -$50K -200 -15%
NB
1265
NBT Bank
New York
$327K +$32.5K +130 +13%
DFCM
1266
Dark Forest Capital Management
Puerto Rico
$327K +$43.3K +173 +18%
FCFC
1267
First Commonwealth Financial Corp
Pennsylvania
$326K – – –
HFRG
1268
Houlihan Financial Resource Group
Virginia
$326K – – –
BWM
1269
BigSur Wealth Management
Florida
$326K +$280K +1,120 New
ALC
1270
Alexander Labrunerie & Co
Missouri
$324K +$280K +1,118 New
ICM
1271
IMS Capital Management
Oregon
$324K -$147K -588 -34%
AFP
1272
Ausdal Financial Partners
Iowa
$324K -$14K -56 -5%
ESBC
1273
E.S. Barr & Co
Kentucky
$323K – – –
TPI
1274
Trust Point Inc
Wisconsin
$323K +$500 +2 +0.2%
QPWM
1275
Quadrant Private Wealth Management
Pennsylvania
$323K -$29K -116 -9%
49 50
51
52 53