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Name Holding Trade Value Shares
Change 		Change in
Stake
NDBT
2251
North Dallas Bank & Trust
Texas
$1.19M +$1.18M +3,252 New
HFAS
2252
Hummer Financial Advisory Services
Illinois
$1.19M – – –
MC
2253
Montag & Caldwell
Georgia
$1.19M – – –
CPWA
2254
Cerro Pacific Wealth Advisors
California
$1.19M -$98.8K -273 -8%
PWM
2255
Paulson Wealth Management
Illinois
$1.19M +$10.5K +29 +0.9%
KIM
2256
Kestra Investment Management
Texas
$1.19M +$95.9K +265 +9%
JFL
2257
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.19M +$13K +36 +1%
HR
2258
Howe & Rusling
New York
$1.19M +$61.2K +169 +6%
MIP
2259
Marietta Investment Partners
Wisconsin
$1.18M -$434K -1,200 -27%
AFG
2260
Allegheny Financial Group
Pennsylvania
$1.18M +$56.8K +157 +5%
S
2261
Sunpointe
Missouri
$1.18M +$438K +1,211 +60%
APC
2262
Aspire Private Capital
North Carolina
$1.18M -$13K -36 -1%
CWM
2263
Cahaba Wealth Management
Georgia
$1.18M -$60.8K -168 -5%
TC
2264
Trilogy Capital
California
$1.18M -$135K -373 -10%
WAM
2265
Walker Asset Management
Missouri
$1.18M +$724 +2 +0.1%
PCI
2266
Planning Center Inc
Illinois
$1.17M – – –
RPGNY
2267
Retirement Planning Group (New York)
New York
$1.17M +$1.81K +5 +0.2%
SPA
2268
Sherbrooke Park Advisers
New York
$1.17M +$721K +1,993 +166%
VFG
2269
Victory Financial Group
Texas
$1.17M +$410K +1,133 +55%
SMG
2270
Smart Money Group
Texas
$1.17M +$130K +358 +13%
MWA
2271
Moser Wealth Advisors
Washington
$1.17M -$109K -300 -9%
GM
2272
GeoWealth Management
Illinois
$1.16M +$160K +443 +16%
GFG
2273
Goldstone Financial Group
Illinois
$1.16M +$233K +643 +26%
CPC
2274
Congress Park Capital
New York
$1.16M +$27.1K +75 +2%
CAG
2275
Centerpoint Advisory Group
Kansas
$1.16M +$9.41K +26 +0.8%
89 90
91
92 93