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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1301
Accredited Investors
Minnesota
$352K +$154K +424 +61%
VWA
1302
Visionary Wealth Advisors
Illinois
$351K -$27.6K -76 -6%
UCB
1303
United Community Bank
South Carolina
$351K -$37.4K -103 -8%
NCM
1304
Narwhal Capital Management
Georgia
$351K – – –
OL
1305
Optas LLC
Texas
$350K +$15.6K +43 +4%
ALC
1306
Alexander Labrunerie & Co
Missouri
$350K – – –
SW
1307
SVB Wealth
Massachusetts
$346K +$28.3K +78 +8%
GI
1308
Gradient Investments
Minnesota
$346K +$197K +542 +96%
ECM
1309
Estabrook Capital Management
New York
$345K -$33.8K -93 -8%
KFA
1310
Kapstone Financial Advisors
Ohio
$344K – – –
TPI
1311
Trust Point Inc
Wisconsin
$344K +$5.81K +16 +1%
LA
1312
LVW Advisors
New York
$344K -$9.81K -27 -2%
IRP
1313
Investment Research Partners
Pennsylvania
$344K +$44.3K +122 +13%
FFG
1314
Forum Finance Group
$342K – – –
DT
1315
DV Trading
Illinois
$342K -$1.43M -3,944 -78%
LIA
1316
LBMC Investment Advisors
Tennessee
$341K – – –
SL
1317
Summitry LLC
California
$341K +$42.5K +117 +12%
SAG
1318
SageView Advisory Group
California
$341K +$87.2K +240 +28%
TCBWMS
1319
Texas Capital Bank Wealth Management Services
Texas
$340K -$98.8K -272 -20%
XWL
1320
XXI Wealth LLC
Illinois
$340K -$14.2K -39 -3%
SI
1321
Severin Investments
Missouri
$340K +$13.8K +38 +4%
NI
1322
NFC Investments
Tennessee
$338K +$727 +2 +0.2%
HTC
1323
Haverford Trust Company
Pennsylvania
$338K -$62.9K -173 -14%
TCOT
1324
Trust Company of Toledo
Ohio
$337K -$363 -1 -0.1%
BFC
1325
Bedel Financial Consulting
Indiana
$337K -$7.63K -21 -2%
51 52
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