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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1076
Nicolet Advisory Services
Wisconsin
$394K +$95.4K +1,178 +34%
CWP
1077
Curated Wealth Partners
California
$393K – – –
FWSM
1078
First Wilshire Securities Management
California
$393K – – –
RMC
1079
Resources Management Corp
Connecticut
$392K -$303K -3,738 -46%
KA
1080
Kozak & Associates
Colorado
$392K +$324 +4 +0.1%
TAM
1081
Trillium Asset Management
Massachusetts
$391K -$972 -12 -0.3%
CCM
1082
Crew Capital Management
Ohio
$391K -$8.5K -105 -2%
HR
1083
Howe & Rusling
New York
$390K -$3.97K -49 -1%
RAG
1084
RIA Advisory Group
Iowa
$390K +$361K +4,452 New
JAG
1085
Journey Advisory Group
Kentucky
$390K -$8.42K -104 -2%
BWP
1086
BSW Wealth Partners
Colorado
$389K -$1.78K -22 -0.5%
TNBTD
1087
Trustmark National Bank Trust Department
Mississippi
$388K +$93.1K +1,150 +35%
AWA
1088
Arkadios Wealth Advisors
Georgia
$387K +$4.13K +51 +1%
P
1089
Pitcairn
Pennsylvania
$386K +$4.13K +51 +1%
WB
1090
Webster Bank
Connecticut
$386K -$4.12M -50,934 -92%
AFG
1091
AFS Financial Group
Maryland
$386K -$95.6K -1,181 -21%
OFG
1092
Oxford Financial Group
Indiana
$386K +$93K +1,148 +35%
EM
1093
Excalibur Management
Massachusetts
$385K – – –
AIM
1094
Aigen Investment Management
New York
$384K +$355K +4,383 New
ACA
1095
Aptus Capital Advisors
Alabama
$383K +$63.4K +783 +22%
DWM
1096
Darwin Wealth Management
Florida
$383K +$81.1K +1,002 +30%
HCM
1097
Highlander Capital Management
New Jersey
$382K -$191K -2,355 -35%
SFI
1098
SPC Financial Inc
Maryland
$382K +$23.6K +292 +7%
W
1099
Wealthquest
Ohio
$381K -$74.5K -920 -17%
SAF
1100
Smith Anglin Financial
Texas
$379K -$59.8K -739 -15%
42 43
44
45 46