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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1076
Parsec Financial Management
North Carolina
$388K +$48.3K +154 +15%
VWA
1077
V Wealth Advisors
Kansas
$382K -$11.3K -36 -3%
BFW
1078
Brady Family Wealth
Missouri
$381K +$366K +1,169 New
NWMG
1079
National Wealth Management Group
Ohio
$381K +$366K +1,169 New
SIS
1080
Strategic Investment Solutions
Illinois
$379K +$358K +1,141 New
FCB
1081
First County Bank
Connecticut
$379K +$364K +1,161 New
AFT
1082
Alpha Family Trust
California
$378K +$364K +1,160 New
CFP
1083
Catalyst Financial Partners
Massachusetts
$378K +$363K +1,159 New
PWP
1084
Principle Wealth Partners
Connecticut
$373K +$17.9K +57 +5%
NL
1085
NWAM LLC
Washington
$372K +$18.5K +59 +5%
HT
1086
Heritage Trust
Oklahoma
$372K +$357K +1,139 New
MBTD
1087
Mechanics Bank - Trust Department
California
$371K – – –
LA
1088
Legacy Advisors
Pennsylvania
$371K +$356K +1,136 New
PP
1089
PDS Planning
Ohio
$369K +$3.13K +10 +0.9%
FFA
1090
Farther Finance Advisors
California
$368K +$354K +1,128 New
PHS
1091
Pekin Hardy Strauss
Illinois
$366K – – –
IAIM
1092
International Assets Investment Management
Florida
$366K +$6.9K +22 +2%
CA
1093
Crewe Advisors
Utah
$366K -$22.6K -72 -6%
LI
1094
LMCG Investments
Massachusetts
$363K -$43.6K -139 -11%
RB
1095
Renasant Bank
Mississippi
$359K -$29.8K -95 -8%
WI
1096
WrapManager Inc
California
$359K -$627 -2 -0.2%
CSIC
1097
Clifford Swan Investment Counsel
California
$358K +$1.88K +6 +0.5%
THWM
1098
Taylor Hoffman Wealth Management
Virginia
$357K -$47K -150 -12%
LW
1099
Linscomb Wealth
Texas
$357K +$46.4K +148 +16%
MHR
1100
Matthew Hamilton Rosenberg
$356K +$5.01K +16 +1%
42 43
44
45 46