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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1401
Advisor OS
Illinois
$296K +$56.4K +2,579 +25%
PFBT
1402
Parkside Financial Bank & Trust
Missouri
$295K +$22K +1,007 +8%
NME
1403
Notis-McConarty Edward
$295K -$15.3K -700 -5%
VCM
1404
Vision Capital Management
Oregon
$295K -$4.75K -217 -2%
DWM
1405
Diversify Wealth Management
Utah
$293K +$80.5K +3,678 +34%
AL
1406
Aspiriant LLC
California
$293K -$199K -9,092 -41%
KF
1407
Krilogy Financial
Missouri
$292K +$4.73K +216 +2%
NBWM
1408
North Berkeley Wealth Management
California
$291K – – –
HPBT
1409
Hickory Point Bank & Trust
Illinois
$290K -$151K -6,901 -35%
LW
1410
Linscomb Wealth
Texas
$289K -$120K -5,464 -30%
WFI
1411
West Family Investments
California
$289K -$10.2K -464 -4%
LA
1412
Legacy Advisors
Pennsylvania
$288K +$54.7K +2,500 +25%
PWP
1413
Prasad Wealth Partners
Ohio
$288K +$21.8K +998 +9%
ACA
1414
Atlas Capital Advisors
Wyoming
$287K +$51.5K +2,354 +23%
NS
1415
NBC Securities
Alabama
$287K +$277K +12,643 +114,936%
TB
1416
Terril Brothers
Missouri
$287K – – –
BA
1417
Ballew Advisors
Mississippi
$287K +$15.3K +700 +5%
HI
1418
Hudock Inc
Pennsylvania
$286K – – –
GM
1419
GeoWealth Management
Illinois
$286K -$20.9K -955 -7%
GWP
1420
Gateway Wealth Partners
Wisconsin
$286K -$11.2K -510 -4%
PWM
1421
Parkshore Wealth Management
California
$285K -$941 -43 -0.3%
CWM
1422
Concentrum Wealth Management
California
$284K +$274K +12,527 New
LWM
1423
Lakeridge Wealth Management
Ohio
$284K +$11.5K +525 +4%
CNBTD
1424
Citizens National Bank Trust Department
Mississippi
$284K -$5.47K -250 -2%
IAA
1425
Ironsides Asset Advisors
North Carolina
$284K +$274K +12,500 New
55 56
57
58 59