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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1601
Balentine LLC
Georgia
$306K +$46.9K +99 +18%
UAG
1602
United Advisor Group
Ohio
$306K +$304K +643 New
WC
1603
Woodstock Corp
Massachusetts
$305K – – –
EFSCE
1604
Enterprise Financial Services Corp (EFSC)
Missouri
$305K -$3.31K -7 -1%
CIM
1605
Cambria Investment Management
California
$305K +$304K +642 New
CW
1606
CreativeOne Wealth
Kansas
$304K +$9.47K +20 +3%
OWA
1607
Outlook Wealth Advisors
Texas
$304K -$81K -171 -21%
PPWM
1608
Paragon Private Wealth Management
Kentucky
$304K +$303K +639 New
TPWA
1609
TRUE Private Wealth Advisors
Oregon
$303K +$302K +638 New
CA
1610
CoreCap Advisors
Michigan
$303K -$13.7K -29 -4%
DACS
1611
Dymon Asia Capital (Singapore)
Singapore
$302K +$301K +636 New
VFG
1612
Victory Financial Group
Texas
$302K -$27K -57 -8%
MFG
1613
MidWestOne Financial Group
Iowa
$301K – – –
SHFP
1614
Second Half Financial Partners
Florida
$301K – – –
MSFS
1615
Main Street Financial Solutions
Pennsylvania
$300K +$68.6K +145 +30%
AFA
1616
Alpha Financial Advisors
North Carolina
$300K -$473 -1 -0.2%
OWP
1617
Obermeyer Wealth Partners
Colorado
$300K +$947 +2 +0.3%
PGA
1618
Portland Global Advisors
Maine
$299K +$298K +630 New
EIG
1619
Ellenbecker Investment Group
Wisconsin
$299K – – –
SOS
1620
Silver Oak Securities
Tennessee
$298K -$617K -1,304 -68%
MCM
1621
Manchester Capital Management
Vermont
$298K +$297K +627 New
APA
1622
Astoria Portfolio Advisors
New York
$298K +$301K +636 New
CPA
1623
Capital Performance Advisors
California
$298K +$297K +627 New
QFW
1624
QTR Family Wealth
Florida
$297K +$296K +626 New
TSMHT
1625
Thurston Springer Miller Herd & Titak
Indiana
$297K -$4.02M -8,483 -93%
63 64
65
66 67