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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1601
First Command Advisory Services
Texas
$935K +$1M +16,695 +556,500%
CFP
1602
Catalyst Financial Partners
Massachusetts
$934K +$3.06K +51 +0.3%
ANBT
1603
American National Bank & Trust
Texas
$933K +$79.8K +1,330 +9%
PFT
1604
Providence First Trust
Arizona
$932K – – –
MFG
1605
Midwest Financial Group
Kansas
$929K -$5.22K -87 -0.5%
BFO
1606
Biltmore Family Office
North Carolina
$928K – – –
MCM
1607
Mainstay Capital Management
Michigan
$927K – – –
WW
1608
Waterfront Wealth
Kansas
$924K +$159K +2,643 +18%
SMA
1609
Sage Mountain Advisors
Georgia
$924K +$16K +266 +2%
EW
1610
Evoke Wealth
California
$923K +$105K +1,754 +12%
PCMM
1611
Piedmont Capital Management (Montana)
Montana
$920K +$198K +3,295 +25%
LIM
1612
Longfellow Investment Management
Massachusetts
$919K +$149K +2,487 +18%
WP
1613
Westmount Partners
California
$919K +$61.5K +1,025 +7%
IUHSA
1614
Itau Unibanco Holding S.A.
Brazil
$918K -$137K -2,279 -12%
HAIM
1615
Hunter Associates Investment Management
Pennsylvania
$917K +$33.3K +556 +4%
CWS
1616
Confluence Wealth Services
Pennsylvania
$917K -$12K -200 -1%
SA
1617
Strategic Advocates
Utah
$916K +$982K +16,369 New
MPPW
1618
Mitchell & Pahl Private Wealth
Oklahoma
$914K -$32.3K -539 -3%
RMDI
1619
R.M. Davis Inc
Maine
$914K -$166K -2,766 -14%
PAG
1620
Powers Advisory Group
Illinois
$914K -$99.4K -1,657 -9%
VFA
1621
Voya Financial Advisors
Connecticut
$913K +$35.5K +592 +4%
FDS
1622
Freedom Day Solutions
Texas
$910K +$1.5K +25 +0.2%
BONH
1623
Bank of New Hampshire
New Hampshire
$910K – – –
MCM
1624
Marathon Capital Management
Maryland
$908K -$1.5K -25 -0.2%
WB
1625
Webster Bank
Connecticut
$908K -$39.8K -664 -4%
63 64
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