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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1501
Heritage Trust
Oklahoma
$990K +$944K +3,347 New
RWB
1502
RMR Wealth Builders
New Jersey
$987K +$933K +3,309 New
SW
1503
SteelPeak Wealth
California
$983K -$338K -1,198 -26%
WWM
1504
Windsor Wealth Management
Indiana
$983K -$5.08K -18 -0.5%
BRG
1505
Bay Rivers Group
Virginia
$981K +$15.2K +54 +2%
MGIA
1506
Moneta Group Investment Advisors
Missouri
$978K -$258K -916 -22%
IWS
1507
Insight Wealth Strategies
California
$976K +$320K +1,135 +52%
SGI
1508
Summit Global Investments
Utah
$976K +$352K +1,249 +61%
CWM
1509
Confluence Wealth Management
Oregon
$972K +$28.8K +102 +3%
WB
1510
Webster Bank
Connecticut
$971K -$28.8K -102 -3%
SAMC
1511
Spectrum Asset Management (California)
California
$971K +$2.82K +10 +0.3%
KPW
1512
Kore Private Wealth
New York
$967K +$287K +1,017 +45%
FNBSF
1513
First National Bank Sioux Falls
South Dakota
$956K – – –
IP
1514
Intellectus Partners
California
$956K +$30.2K +107 +3%
OFS
1515
OneAscent Financial Services
Alabama
$954K +$55.5K +197 +7%
CAM
1516
CenterStar Asset Management
Illinois
$951K – – –
CIAS
1517
Capital Investment Advisory Services
North Carolina
$951K +$31.6K +112 +4%
PGFC
1518
Peapack-Gladstone Financial Corp
New Jersey
$949K -$8.74K -31 -1%
JSL
1519
JT Stratford LLC
Georgia
$948K +$162K +573 +22%
LWM
1520
Lenox Wealth Management
Ohio
$947K +$101K +359 +13%
SA
1521
Shilanski & Associates
Alaska
$946K +$4.79K +17 +0.5%
DI
1522
DFPG Investments
Utah
$939K +$57.2K +203 +7%
MA
1523
Mutual Advisors
Nebraska
$935K +$110K +389 +14%
GRP
1524
Global Retirement Partners
California
$933K +$85.4K +303 +11%
GVAG
1525
Great Valley Advisor Group
Delaware
$932K +$213K +755 +31%
59 60
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