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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2501
Girard Partners
Pennsylvania
$215K +$239K +3,843 New
VNB
2502
Virginia National Bank
Virginia
$214K -$116K -1,870 -33%
FC
2503
FCA Corp
Texas
$214K +$6.84K +110 +3%
OSNBOA
2504
Old Second National Bank of Aurora
Illinois
$213K -$21.8K -351 -8%
CWM
2505
Cabot Wealth Management
Massachusetts
$213K +$3.92K +63 +2%
RK
2506
Rather & Kittrell
Tennessee
$213K +$237K +3,811 New
LRWA
2507
Long Run Wealth Advisors
New York
$212K -$85.3K -1,372 -27%
TF
2508
Trek Financial
Arizona
$212K +$8.82K +142 +4%
WH
2509
Willner & Heller
California
$211K +$8.52K +137 +4%
TCWA
2510
Ten Capital Wealth Advisors
Washington
$211K +$19.6K +315 +9%
FWM
2511
FFT Wealth Management
Pennsylvania
$211K +$234K +3,769 New
NQWM
2512
Northwest Quadrant Wealth Management
Oregon
$210K -$7.77K -125 -3%
MFG
2513
Menard Financial Group
Texas
$210K – – –
BIA
2514
Bell Investment Advisors
California
$210K +$15.8K +254 +7%
TCWM
2515
Total Clarity Wealth Management
Illinois
$210K +$45.2K +728 +24%
LSC
2516
Lesa Sroufe & Co
Washington
$209K +$232K +3,737 New
SFWA
2517
Summit Financial Wealth Advisors
Louisiana
$208K -$24.1K -387 -10%
TCBWMS
2518
Texas Capital Bank Wealth Management Services
Texas
$208K -$3.73K -60 -2%
RTC
2519
Riverview Trust Company
Washington
$208K +$83.6K +1,345 +57%
TA
2520
TKG Advisors
Indiana
$207K -$5.22K -84 -2%
CGH
2521
CMG Global Holdings
Texas
$207K – – –
APW
2522
Austin Private Wealth
Texas
$207K +$13.7K +220 +6%
PAM
2523
Private Asset Management
California
$206K -$33.2K -534 -13%
IGGA
2524
Iron Gate Global Advisors
Utah
$206K – – –
KJHP
2525
K.J. Harrison & Partners
Ontario, Canada
$206K +$8.64K +139 +4%
99 100
101
102 103