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Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1026
Thompson Siegel & Walmsley
Virginia
$435K -$9.72K -120 -2%
SWM
1027
Silverlake Wealth Management
Vermont
$434K +$1.78K +22 +0.4%
BP
1028
BBR Partners
New York
$432K -$50.2K -620 -11%
PWMAG
1029
Pinnacle Wealth Management Advisory Group
New Jersey
$432K +$21.4K +264 +6%
PSC
1030
Prentiss Smith & Co
Vermont
$431K – – –
EP
1031
Eudaimonia Partners
Tennessee
$431K -$131K -1,618 -25%
CCWM
1032
Cassaday & Co Wealth Management
Virginia
$431K -$3.73K -46 -0.9%
LA
1033
Lynch & Associates
Indiana
$430K -$9.72K -120 -2%
TC
1034
TwinBeech Capital
New York
$430K +$397K +4,903 New
RPWA
1035
Regent Peak Wealth Advisors
Georgia
$426K +$27K +333 +7%
CICI
1036
Capital Investment Counsel Inc
North Carolina
$426K -$21.5K -265 -5%
CBFP
1037
Cedar Brook Financial Partners
Ohio
$426K +$4.7K +58 +1%
OBWG
1038
Onyx Bridge Wealth Group
New York
$425K +$729 +9 +0.2%
AR
1039
Advisory Research
Illinois
$424K +$392K +4,838 New
FNT
1040
First National Trust
Pennsylvania
$422K -$1.22K -15 -0.3%
BMA
1041
Brooks Moore & Associates
Tennessee
$421K – – –
SQA
1042
Simon Quick Advisors
New Jersey
$420K +$24.9K +307 +7%
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$419K +$51.6K +637 +15%
KI
1044
Kapitalo Investimentos
Brazil
$419K +$387K +4,774 New
LFA
1045
LGT Financial Advisors
Texas
$417K – – –
BBWA
1046
Bell & Brown Wealth Advisors
California
$417K +$4.21K +52 +1%
PP
1047
PDS Planning
Ohio
$416K +$63.1K +779 +20%
DFCM
1048
Dark Forest Capital Management
Puerto Rico
$416K +$325K +4,016 +555%
DI
1049
Diligent Investors
California
$413K -$10K -124 -3%
AIM
1050
Allen Investment Management
New York
$412K – – –
40 41
42
43 44