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Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
2301
Full Sail Capital
Oklahoma
$273K +$232K +1,059 New
LWM
2302
LeConte Wealth Management
Tennessee
$273K +$232K +1,059 New
KPWG
2303
KFA Private Wealth Group
Virginia
$272K +$232K +1,057 New
VCP
2304
Verus Capital Partners
Arizona
$272K -$5.71K -26 -2%
RFA
2305
Rollins Financial Advisors
New York
$272K – – –
SWM
2306
Stockman Wealth Management
Montana
$272K – – –
NFTC
2307
North Forty Two & Co
Oregon
$271K -$4.61K -21 -2%
PFG
2308
PAX Financial Group
Texas
$271K -$122K -555 -35%
BOJHT
2309
Bank of Jackson Hole Trust
Wyoming
$271K +$36.4K +166 +19%
FA
2310
Fountainhead AM
New Jersey
$270K – – –
KC
2311
Kinloch Capital
Virginia
$269K +$9.44K +43 +4%
PAI
2312
Pittenger & Anderson Inc
Nebraska
$269K +$219 +1 +0.1%
ODFS
2313
O'Donnell Financial Services
California
$268K +$439 +2 +0.2%
WA
2314
Whipplewood Advisors
Colorado
$268K -$97.9K -446 -30%
TWD
2315
True Wealth Design
Ohio
$268K +$77.2K +352 +51%
GWAG
2316
Garrett Wealth Advisory Group
Texas
$268K +$6.36K +29 +3%
WTB
2317
Washington Trust Bank
Washington
$268K – – –
WJA
2318
Willis Johnson & Associates
Texas
$267K -$11.2K -51 -5%
NFA
2319
Northwest Financial Advisors
Virginia
$267K -$219 -1 -0.1%
HFA
2320
High Falls Advisors
New York
$267K +$5.71K +26 +3%
CFG
2321
CKW Financial Group
Hawaii
$267K -$8.12K -37 -3%
HFRG
2322
Houlihan Financial Resource Group
Virginia
$267K – – –
NWM
2323
Northcape Wealth Management
New York
$267K – – –
APC
2324
Aspire Private Capital
North Carolina
$267K +$228K +1,037 New
HIA
2325
Harvest Investment Advisors
Florida
$267K +$227K +1,036 New
91 92
93
94 95