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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
1051
B. Riley Wealth Management
Tennessee
$382K -$60.2K -1,223 -14%
PSG
1052
Planning Solutions Group
Maryland
$382K -$2.21K -45 -0.6%
SW
1053
SlateStone Wealth
Florida
$382K +$1.92K +39 +0.5%
FSA
1054
Fort Sheridan Advisors
Illinois
$380K +$20.7K +421 +6%
RMDI
1055
R.M. Davis Inc
Maine
$379K -$94.5K -1,919 -21%
CGA
1056
Crescent Grove Advisors
Illinois
$379K – – –
WP
1057
WealthShield Partners
North Carolina
$378K -$29.4K -598 -8%
WA
1058
Waverly Advisors
Alabama
$377K -$5.46K -111 -2%
NAS
1059
Nicolet Advisory Services
Wisconsin
$377K -$3.25K -66 -0.9%
CYG
1060
Clean Yield Group
Vermont
$377K +$44.3K +900 +14%
RIG
1061
Roosevelt Investment Group
New York
$376K -$32.8K -666 -8%
ATFA
1062
All Terrain Financial Advisors
Minnesota
$376K – – –
PFBT
1063
Parkside Financial Bank & Trust
Missouri
$376K +$5.17K +105 +1%
RCM
1064
Requisite Capital Management
Texas
$375K -$49.4K -1,003 -12%
LFA
1065
Legacy Financial Advisors
Kentucky
$374K -$26.3K -534 -7%
BDF
1066
Balasa Dinverno & Foltz
$374K +$246 +5 +0.1%
CF
1067
Centaurus Financial
California
$373K -$399K -8,107 -53%
SC
1068
Searle & Co
Connecticut
$373K – – –
BO
1069
BRR OpCo
Ohio
$371K -$75.3K -1,529 -18%
CBTWT
1070
Community Bank & Trust (Waco, Texas)
Texas
$369K +$15.7K +318 +5%
LW
1071
Linscomb Wealth
Texas
$368K -$50.2K -1,020 -13%
AMG
1072
Asset Management Group
Connecticut
$367K -$9.55K -194 -3%
BOPW
1073
Brandywine Oak Private Wealth
Pennsylvania
$366K -$13.6K -277 -4%
ISB
1074
Iowa State Bank
Iowa
$366K – – –
VWA
1075
V Wealth Advisors
Kansas
$365K +$25.5K +518 +8%
41 42
43
44 45