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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1126
Frontier Wealth Management
Missouri
$355K – – –
EA
1127
Eclectic Associates
California
$353K +$33.9K +508 +11%
CIP
1128
Convergence Investment Partners
Florida
$352K -$15.1K -226 -4%
CHA
1129
Carmichael Hill & Associates
Maryland
$352K +$667 +10 +0.2%
AWM
1130
Altavista Wealth Management
North Carolina
$352K +$2.67K +40 +0.8%
LW
1131
Linscomb Wealth
Texas
$351K -$267 -4 -0.1%
AIM
1132
Avity Investment Management
Connecticut
$351K – – –
SAM
1133
Secure Asset Management
Michigan
$351K +$17.3K +260 +5%
GAM
1134
Gotham Asset Management
New York
$348K -$318K -4,764 -48%
ARC
1135
Advisor Resource Council
Texas
$348K +$346K +5,184 New
TWM
1136
TriaGen Wealth Management
California
$344K -$312K -4,676 -88%
SFS
1137
Sowell Financial Services
Arkansas
$344K -$217K -3,258 -39%
FFC
1138
First Financial Corp
Indiana
$344K -$867 -13 -0.3%
CBN
1139
Cadence Bank NA
Texas
$344K – – –
AAP
1140
Arax Advisory Partners
Colorado
$344K +$342K +5,127 New
SEC
1141
Seven Eight Capital
New York
$343K +$341K +5,116 New
SNT
1142
Security National Trust
West Virginia
$341K +$4.2K +63 +1%
HS
1143
Horan Securities
United States
$340K +$21.2K +318 +7%
BTWM
1144
Baker Tilly Wealth Management
Wisconsin
$339K +$41.3K +619 +14%
STC
1145
Sarah T. Connolly
$338K – – –
JEST
1146
JTC Employer Solutions Trustee
Jersey
$338K +$337K +5,046 New
SFC
1147
SYM Financial Corp
Indiana
$337K +$29.2K +437 +10%
WAAG
1148
Wealth Alliance Advisory Group
Kansas
$336K -$42.2K -632 -11%
WW
1149
Waterfront Wealth
Kansas
$336K -$3.14K -47 -0.9%
CRIG
1150
Charter Research & Investment Group
Connecticut
$336K – – –
44 45
46
47 48