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Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
1426
UHLMANN PRICE SECURITIES
Illinois
$283K – – –
AIA
1427
Affinity Investment Advisors
California
$282K +$328K +902 New
OBGC
1428
O'Brien Greene & Co
Pennsylvania
$282K -$54.5K -150 -14%
CFG
1429
Copley Financial Group
California
$279K +$9.45K +26 +3%
HCP
1430
Hardin Capital Partners
South Carolina
$278K – – –
CCWM
1431
Cassaday & Co Wealth Management
Virginia
$278K – – –
RPCONE
1432
Retirement Planning Company of New England
Rhode Island
$277K +$363 +1 +0.1%
TVPW
1433
Third View Private Wealth
Connecticut
$277K -$25.4K -70 -7%
FFB
1434
First Financial Bankshares
Texas
$276K -$3.27K -9 -1%
OFO
1435
OneAscent Family Office
Alabama
$275K +$58.5K +161 +22%
ASBI
1436
American State Bank (Iowa)
Iowa
$274K – – –
HH
1437
Hilltop Holdings
Texas
$274K +$318K +875 New
RB
1438
Renasant Bank
Mississippi
$274K -$6.54K -18 -2%
AMBIA
1439
Allen Mooney & Barnes Investment Advisors
Georgia
$273K +$363 +1 +0.1%
MA
1440
MCF Advisors
Kentucky
$273K +$3.27K +9 +1%
IP
1441
Intellectus Partners
California
$270K – – –
SWM
1442
Silverlake Wealth Management
Vermont
$270K +$363 +1 +0.1%
KA
1443
Klingman & Associates
New York
$269K -$2.91K -8 -0.9%
AFP
1444
Alpha Financial Partners
Kentucky
$269K +$2.18K +6 +0.7%
DE
1445
Defiance ETFs
New York
$269K +$52.3K +144 +20%
SCA
1446
Stonebridge Capital Advisors
Minnesota
$269K -$46.5K -128 -13%
CIC
1447
Carnegie Investment Counsel
Ohio
$268K -$25.4K -70 -8%
SR
1448
Syntax Research
Florida
$267K +$1.09K +3 +0.4%
PRP
1449
Peak Retirement Planning
Ohio
$267K +$40.3K +111 +15%
OIAM
1450
OFI Invest Asset Management
France
$266K +$353K +972 New
56 57
58
59 60