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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1926
Shine Investment Advisory Services
Colorado
$411K +$51.2K +322 +15%
CA
1927
Crewe Advisors
Utah
$411K +$102K +639 +35%
QFA
1928
Quattro Financial Advisors
Texas
$410K -$2.45M -15,421 -87%
DCM
1929
Driehaus Capital Management
Illinois
$410K -$35.9K -226 -8%
DIA
1930
Dean Investment Associates
Ohio
$410K -$7K -44 -2%
CBN
1931
Cadence Bank NA
Texas
$410K +$33.6K +211 +9%
PMFA
1932
Plante Moran Financial Advisors
Michigan
$409K -$263K -1,654 -40%
IFAM
1933
Institutional & Family Asset Management
Colorado
$409K +$15.6K +98 +4%
PFA
1934
Pinnacle Family Advisors
Missouri
$408K -$34.7K -218 -8%
RWM
1935
Rench Wealth Management
Texas
$408K – – –
HFS
1936
Howard Financial Services
Texas
$407K -$104K -653 -21%
GWS
1937
Glassman Wealth Services
Virginia
$407K +$54.1K +340 +16%
BFO
1938
Biltmore Family Office
North Carolina
$406K +$29.9K +188 +8%
GWM
1939
Greenwich Wealth Management
Connecticut
$405K +$26.7K +168 +7%
NERM
1940
New England Research & Management
Illinois
$404K -$740K -4,650 -66%
HPC
1941
Hobart Private Capital
North Carolina
$403K +$12.4K +78 +3%
JFA
1942
JNBA Financial Advisors
Minnesota
$401K -$22.3K -140 -6%
OC
1943
Oakworth Capital
Alabama
$401K – – –
WIC
1944
Woodmont Investment Counsel
Tennessee
$400K – – –
CC
1945
Courier Capital
New York
$400K +$55.7K +350 +17%
CA
1946
Continuum Advisory
Idaho
$399K -$433K -2,725 -54%
LIC
1947
Lodestar Investment Counsel
Illinois
$399K -$47.7K -300 -11%
OPA
1948
Old Port Advisors
Maine
$399K +$2.86K +18 +0.8%
SCM
1949
SOL Capital Management
Maryland
$399K +$23.9K +150 +7%
WCA
1950
Westover Capital Advisors
Delaware
$398K -$75.7K -476 -17%
76 77
78
79 80