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LIN

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1026
First Trust Investment Solutions
Florida
$971K +$562K +1,278 +137%
CPWA
1027
Cerro Pacific Wealth Advisors
California
$971K +$974K +2,213 New
MFA
1028
Mayflower Financial Advisors
Massachusetts
$966K +$95.5K +217 +11%
CWA
1029
Consilium Wealth Advisory
Texas
$966K +$174K +396 +22%
BTWM
1030
Baker Tilly Wealth Management
Wisconsin
$965K -$248K -564 -20%
FFC
1031
First Financial Corp
Indiana
$964K -$15K -34 -2%
CS
1032
CapitalatWork SA
$963K – – –
ECU
1033
Eisler Capital (US)
New York
$957K +$960K +2,181 New
HW
1034
Hancock Whitney
Mississippi
$957K +$67.8K +154 +8%
CP
1035
Covenant Partners
Tennessee
$956K – – –
CGL
1036
Clarius Group LLC
Washington
$953K -$38.7K -88 -4%
PCG
1037
PFC Capital Group
California
$953K +$247K +562 +35%
WAAG
1038
Wealth Alliance Advisory Group
Kansas
$952K -$205K -467 -18%
MC
1039
Moors & Cabot
Massachusetts
$950K +$242K +550 +34%
MWM
1040
Mission Wealth Management
California
$949K +$39.2K +89 +4%
NA
1041
Nottingham Advisors
New York
$948K – – –
CFG
1042
Carr Financial Group
Massachusetts
$945K +$2.64K +6 +0.3%
GWMR
1043
GC Wealth Management RIA
Massachusetts
$943K -$15.8K -36 -2%
CF
1044
Convergence Financial
Missouri
$942K +$944K +2,146 New
PCM
1045
Pointe Capital Management
Michigan
$938K – – –
DTC
1046
Davidson Trust Company
Washington
$928K -$30.4K -69 -3%
AWM
1047
Aries Wealth Management
Maine
$923K +$25.1K +57 +3%
WHCI
1048
W.H. Cornerstone Investments
Massachusetts
$920K +$3.08K +7 +0.3%
SCI
1049
Stableford Capital II
Arizona
$919K +$16.7K +38 +2%
KP
1050
Keel Point
Alabama
$911K +$83.6K +190 +10%
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