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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1726
Montag & Caldwell
Georgia
$483K +$130K +2,700 +38%
PFGIA
1727
Patriot Financial Group Insurance Agency
Massachusetts
$481K -$11.3K -234 -2%
BCA
1728
Bay Colony Advisors
Massachusetts
$481K +$66.3K +1,378 +16%
CWM
1729
Connecticut Wealth Management
Connecticut
$481K +$69.6K +1,447 +17%
JFGIW
1730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$480K +$150K +3,116 +47%
SM
1731
Sciencast Management
New Jersey
$479K -$2.6M -54,000 -85%
ECM
1732
ExodusPoint Capital Management
New York
$478K -$4.51M -93,712 -91%
EFSCE
1733
Enterprise Financial Services Corp (EFSC)
Missouri
$478K -$27.9K -581 -6%
CST
1734
Charles Schwab Trust
Nevada
$478K +$466K +9,684 New
OCM
1735
Orleans Capital Management
Louisiana
$477K -$434K -9,030 -48%
SIG
1736
Sargent Investment Group
Maryland
$477K -$58K -1,207 -11%
MWM
1737
Mattern Wealth Management
Kansas
$477K +$72.1K +1,500 +18%
PFT
1738
Providence First Trust
Arizona
$476K +$463K +9,634 New
PCMC
1739
Paragon Capital Management (Colorado)
Colorado
$475K +$463K +9,621 New
BPCE
1740
Bank Pictet & Cie (Europe)
Germany
$474K -$84.6K -1,760 -15%
CFA
1741
CWS Financial Advisors
Michigan
$474K +$96 +2 +0%
GFP
1742
Gryphon Financial Partners
Ohio
$474K +$15.7K +327 +4%
WFG
1743
Wills Financial Group
Virginia
$473K -$6.78K -141 -1%
MCCP
1744
Mission Creek Capital Partners
California
$472K +$225K +4,672 +96%
IA
1745
IFG Advisors
Missouri
$470K – – –
FCA
1746
FinTrust Capital Advisors
South Carolina
$470K +$8.85K +184 +2%
LSPW
1747
Lake Street Private Wealth
Illinois
$469K – – –
RI
1748
Ridgewood Investments
New Jersey
$466K -$25K -519 -5%
CFD
1749
Creative Financial Designs
Indiana
$465K -$96 -2 -0%
HWA
1750
Heartwood Wealth Advisors
Virginia
$464K -$4.81K -100 -1%
68 69
70
71 72