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Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1451
Arax Advisory Partners
Colorado
$345K -$11K -24 -3%
CFG
1452
Cooper Financial Group
California
$343K +$26K +57 +9%
MCWA
1453
Meadow Creek Wealth Advisors
Georgia
$342K +$37.9K +83 +13%
RFN
1454
RDA Financial Network
Iowa
$339K -$368K -806 -53%
SSWG
1455
Seven Springs Wealth Group
Tennessee
$337K – – –
PBO
1456
Peoples Bank (Ohio)
Ohio
$336K -$22.8K -50 -7%
WCAMG
1457
Woodard & Company Asset Management Group
North Carolina
$336K – – –
SBIA
1458
Sheaff Brock Investment Advisors
Indiana
$336K -$16K -35 -5%
AAM
1459
Aureus Asset Management
Massachusetts
$336K -$15.5K -34 -5%
FNBOH
1460
First National Bank of Hutchinson
Kansas
$335K – – –
AA
1461
Auxano Advisors
Washington
$335K +$3.19K +7 +1%
ATS
1462
Ashton Thomas Securities
New York
$335K +$320K +702 New
BA
1463
Bluesphere Advisors
Pennsylvania
$334K – – –
FWM
1464
Foguth Wealth Management
Michigan
$332K -$22.4K -49 -6%
SL
1465
Summitry LLC
California
$331K +$59.8K +131 +23%
BFS
1466
Bard Financial Services
Connecticut
$331K -$57K -125 -15%
JCM
1467
Jag Capital Management
Missouri
$330K – – –
1WM
1468
1858 Wealth Management
Ohio
$330K +$105K +231 +50%
NCTC
1469
New Covenant Trust Company
Indiana
$330K – – –
GIM
1470
Goelzer Investment Management
Indiana
$329K -$4.56K -10 -1%
GJWM
1471
Gilliland Jeter Wealth Management
Arkansas
$329K – – –
PWM
1472
Palumbo Wealth Management
New York
$328K +$456 +1 +0.1%
FMWA
1473
Forvis Mazars Wealth Advisors
Missouri
$327K -$96.7K -212 -24%
RWP
1474
Revolve Wealth Partners
New Jersey
$325K -$2.28K -5 -0.7%
PIA
1475
Pinion Investment Advisors
Kansas
$323K – – –
57 58
59
60 61