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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
BAM Wealth Management
Colorado
$208K +$207K +5,989 New
RCA
977
Resonant Capital Advisors
Wisconsin
$208K +$207K +5,985 New
1SB
978
1ST Source Bank
Indiana
$208K -$14.3K -413 -6%
FFG
979
Frisch Financial Group
New York
$207K +$205K +5,941 New
PE
980
PCM Encore
Colorado
$206K +$205K +5,927 New
CA
981
Calton & Associates
Florida
$206K +$205K +5,923 New
ERSOT
982
Employees Retirement System of Texas
Texas
$205K – – –
CT
983
Chicago Trust
Illinois
$205K +$203K +5,885 New
QFW
984
QTR Family Wealth
Florida
$204K +$203K +5,869 New
PAG
985
Powers Advisory Group
Illinois
$204K -$69.5K -2,013 -26%
MAWA
986
Moss Adams Wealth Advisors
Washington
$204K +$202K +5,849 New
SFC
987
SYM Financial Corp
Indiana
$203K +$202K +5,839 New
TWIM
988
TIAA Wealth Investment Management
New York
$203K +$23.9K +693 +13%
TPA
989
Trivium Point Advisory
Connecticut
$201K -$11.5K -333 -5%
AWMM
990
Aegis Wealth Management (Maryland)
Maryland
$201K +$199K +5,768 New
SM
991
Sciencast Management
New Jersey
$200K +$199K +5,756 New
QPBE
992
Quintet Private Bank (Europe)
Luxembourg
$199K – – –
CA
993
Continuum Advisory
Idaho
$198K +$196K +5,679 New
PAM
994
Parvin Asset Management
South Dakota
$197K +$182K +5,275 +1,319%
DMBA
995
Deseret Mutual Benefit Administrators
Utah
$197K -$3.97K -115 -2%
MWA
996
Medallion Wealth Advisors
Connecticut
$194K +$7.8K +226 +4%
UCB
997
United Community Bank
South Carolina
$191K – – –
TF
998
Tompkins Financial
New York
$190K +$4.97K +144 +3%
AWM
999
Aberdeen Wealth Management
Illinois
$188K – – –
LI
1000
LRI Investments
Florida
$182K +$63.2K +1,829 +54%
38 39
40
41 42