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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1301
Keudell/Morrison Wealth Management
Oregon
$832K +$33.9K +993 +3%
SC
1302
SouthState Corp
Florida
$831K -$79.7K -2,338 -7%
AAS
1303
Ameritas Advisory Services
Nebraska
$830K -$70.7K -2,074 -6%
JAG
1304
Journey Advisory Group
Kentucky
$830K +$63.5K +1,863 +6%
MGWM
1305
Marks Group Wealth Management
Minnesota
$828K +$204K +5,974 +23%
EI
1306
EDMP Inc
Florida
$826K +$4.98K +146 +0.5%
AWM
1307
Aries Wealth Management
Maine
$824K +$33K +968 +3%
PTC
1308
Philadelphia Trust Company
Pennsylvania
$823K +$49.2K +1,442 +5%
CTA
1309
Chesley Taft & Associates
Illinois
$821K -$68.2K -2,000 -6%
5L
1310
55I LLC
Massachusetts
$820K +$500K +14,669 +86%
JGCM
1311
Joseph Group Capital Management
Ohio
$819K +$389K +11,409 +56%
RPCONE
1312
Retirement Planning Company of New England
Rhode Island
$818K +$95.7K +2,807 +10%
SRG
1313
SBB Research Group
Illinois
$816K +$12K +351 +1%
TFA
1314
Toth Financial Advisory
Virginia
$814K -$52.9K -1,553 -5%
GI
1315
Gradient Investments
Minnesota
$813K +$32K +939 +3%
RFG
1316
Range Financial Group
Oregon
$810K +$53.9K +1,580 +5%
WEG
1317
World Equity Group
Illinois
$810K +$89.4K +2,623 +9%
CII
1318
Capital International Inc
California
$809K -$5.1M -149,609 -83%
CAG
1319
Crestwood Advisors Group
Massachusetts
$808K -$33.5K -982 -3%
SG
1320
StoneX Group
New York
$806K +$241K +7,058 +29%
SLA
1321
Silver Lake Advisory
Utah
$806K +$10.4K +304 +1%
TC
1322
TownSquare Capital
Utah
$806K +$421K +12,359 +65%
MCM
1323
Manchester Capital Management
Vermont
$805K -$21.4K -629 -2%
CSB
1324
City State Bank
Iowa
$803K +$255K +7,468 +32%
AAM
1325
Ascension Asset Management
New York
$802K – – –
51 52
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