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Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1051
Mitchell Sinkler & Starr
Pennsylvania
$326K – – –
RCG
1052
Regatta Capital Group
California
$326K +$305K +940 New
OWP
1053
Obermeyer Wealth Partners
Colorado
$322K -$94.3K -291 -24%
LC
1054
Landaas & Company
Wisconsin
$321K – – –
AP
1055
Atwood & Palmer
Missouri
$319K -$236K -728 -44%
GT
1056
Glenview Trust
Kentucky
$318K – – –
AWA
1057
Arete Wealth Advisors
Illinois
$318K +$298K +919 New
LW
1058
Linscomb Wealth
Texas
$316K – – –
CCG
1059
Cypress Capital Group
Florida
$316K +$295K +911 New
FMBTD
1060
First Midwest Bank Trust Division
Illinois
$315K – – –
PGA
1061
Portland Global Advisors
Maine
$313K -$64.8K -200 -18%
IWM
1062
IHT Wealth Management
Illinois
$313K -$24.3K -75 -8%
BC
1063
Brookfield Corp
Ontario, Canada
$311K -$679K -2,096 -70%
MIA
1064
MainStreet Investment Advisors
Illinois
$311K -$23.6K -73 -8%
W
1065
Wealthquest
Ohio
$311K – – –
AFS
1066
Axiom Financial Strategies
Indiana
$310K -$12.3K -38 -4%
WHG
1067
Westwood Holdings Group
Texas
$309K +$13.9K +43 +5%
IAIM
1068
International Assets Investment Management
Florida
$309K +$42.8K +132 +17%
CIA
1069
Capital Investment Advisors
Georgia
$308K +$6.16K +19 +2%
HI
1070
Harbour Investments
Wisconsin
$305K -$861K -2,657 -75%
RCA
1071
Resonant Capital Advisors
Wisconsin
$305K -$62.9K -194 -18%
HFBOT
1072
Home Federal Bank of Tennessee
Tennessee
$305K – – –
ST
1073
Sabal Trust
Florida
$305K – – –
KPW
1074
Kore Private Wealth
New York
$303K -$557K -1,720 -66%
FG
1075
Fiduciary Group
Georgia
$303K – – –
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