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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1151
Clean Yield Group
Vermont
$262K – – –
FRA
1152
Front Row Advisors
California
$262K – – –
IC
1153
Inscription Capital
Texas
$262K +$2.98K +50 +1%
MGWM
1154
Marks Group Wealth Management
Minnesota
$261K -$10.9K -183 -4%
BC
1155
Bridgefront Capital
Texas
$261K +$273K +4,578 New
FNT
1156
First Nebraska Trust
Nebraska
$260K -$28.6K -479 -9%
TNBTD
1157
Trustmark National Bank Trust Department
Mississippi
$260K -$61K -1,023 -18%
WAAG
1158
Wealth Alliance Advisory Group
Kansas
$260K – – –
AC
1159
Apella Capital
Connecticut
$260K +$17.9K +300 +7%
AA
1160
Apriem Advisors
California
$259K – – –
OFG
1161
Oxford Financial Group
Indiana
$258K – – –
WAM
1162
WFA Asset Management
Wisconsin
$258K +$239 +4 +0.1%
BONST
1163
Bank of Nova Scotia Trust
Ontario, Canada
$257K +$269K +4,505 New
DTC
1164
Davidson Trust Company
Washington
$256K -$4.65K -78 -2%
TLP
1165
Trinity Legacy Partners
Texas
$256K – – –
SMA
1166
Sage Mountain Advisors
Georgia
$255K -$56.6K -949 -18%
5L
1167
55I LLC
Massachusetts
$255K -$12.5K -210 -4%
FC
1168
Financial Consulate
Maryland
$254K +$266K +4,461 New
SFG
1169
Summit Financial Group
West Virginia
$253K -$47.8K -802 -15%
AIM
1170
Aspen Investment Management
Michigan
$252K -$2.86K -48 -1%
MBTD
1171
Mechanics Bank - Trust Department
California
$252K – – –
PWW
1172
Pettyjohn Wood & White
Virginia
$251K – – –
PWC
1173
PYA Waltman Capital
Tennessee
$250K – – –
MSAM
1174
Moloney Securities Asset Management
Missouri
$250K +$36.6K +613 +16%
KWMG
1175
King Wealth Management Group
Florida
$250K +$40.2K +673 +18%
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