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Name Holding Trade Value Shares
Change 		Change in
Stake
TS
1501
TradeWell Securities
Indiana
$11M +$476K +771 +5%
WAP
1502
Wealthcare Advisory Partners
Pennsylvania
$11M +$619K +1,001 +7%
HT
1503
Heritage Trust
Oklahoma
$11M +$30.9K +50 +0.3%
FFP
1504
FourThought Financial Partners
Florida
$11M +$1.71M +2,761 +23%
MC
1505
Middleton & Co
Massachusetts
$11M -$382K -619 -4%
FMWA
1506
Forvis Mazars Wealth Advisors
Missouri
$10.9M +$333K +539 +4%
HAM
1507
Harber Asset Management
North Carolina
$10.9M +$9.14M +14,792 New
MMG
1508
Monetary Management Group
Missouri
$10.9M – – –
SA
1509
Strategic Advisors
New York
$10.9M -$263K -425 -3%
RFWA
1510
RPg Family Wealth Advisory
Massachusetts
$10.8M -$4.33K -7 -0%
1WA
1511
180 Wealth Advisors
Washington
$10.8M -$72.3K -117 -0.8%
JHCP
1512
Jackson Hole Capital Partners
Oklahoma
$10.8M -$47K -76 -0.5%
BWP
1513
Balboa Wealth Partners
Arizona
$10.8M +$263K +426 +3%
SA
1514
Sicart Associates
New York
$10.8M -$450K -729 -5%
AAM
1515
Auxier Asset Management
Oregon
$10.8M +$292K +472 +3%
AG
1516
Algert Global
California
$10.8M -$236K -382 -3%
SI
1517
Symmetry Investments
Jersey
$10.7M -$7.06M -11,418 -44%
SFO
1518
Stenger Family Office
Illinois
$10.7M +$9.5M +15,370 New
NP
1519
Nilsine Partners
Colorado
$10.7M +$3.3M +5,340 +58%
CA
1520
Claro Advisors
Massachusetts
$10.7M -$1.82M -2,944 -17%
HIA
1521
Harbor Investment Advisory
Maryland
$10.6M +$112K +181 +1%
CFS
1522
CRA Financial Services
New Jersey
$10.6M +$124K +201 +1%
CIAS
1523
Capital Investment Advisory Services
North Carolina
$10.6M +$704K +1,140 +9%
KIM
1524
Kestra Investment Management
Texas
$10.6M -$3.46M -5,604 -28%
RP
1525
Rice Partnership
Hawaii
$10.6M +$1.6M +2,583 +22%
59 60
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62 63