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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1901
Symphony Financial
Texas
$19.1M -$619K -1,453 -3%
IAS
1902
Investment Advisory Services
Texas
$19M -$1.62M -3,815 -8%
BFW
1903
Brady Family Wealth
Missouri
$18.9M -$342K -804 -2%
MWM
1904
Marietta Wealth Management
Georgia
$18.9M +$360K +846 +2%
MCG
1905
McCollum Christoferson Group
New York
$18.9M -$10.2K -24 -0.1%
JWCA
1906
J.W. Coons Advisors
Ohio
$18.9M -$51.1K -120 -0.3%
NL
1907
NKCFO LLC
Illinois
$18.9M – – –
SHFA
1908
SS&H Financial Advisors
Michigan
$18.9M +$43K +101 +0.2%
IP
1909
Isthmus Partners
Wisconsin
$18.9M +$940K +2,207 +5%
FIB
1910
First Interstate Bank
Montana
$18.9M -$768K -1,804 -4%
APP
1911
Avantax Planning Partners
Iowa
$18.8M +$267K +626 +1%
SBWIC
1912
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.8M +$317K +745 +2%
DWM
1913
Diversify Wealth Management
Utah
$18.8M +$5.03M +11,803 +36%
PCA
1914
Providence Capital Advisors
North Carolina
$18.7M +$2.75M +6,445 +17%
LKIM
1915
Lawson Kroeker Investment Management
Nebraska
$18.7M -$242K -567 -1%
LCM
1916
Lattice Capital Management
Washington
$18.7M – – –
SFG
1917
Snider Financial Group
Washington
$18.7M +$9.19M +21,583 +95%
BDL
1918
Banque de Luxembourg
Luxembourg
$18.7M +$18.8M +44,111 New
MCWS
1919
McKinley Carter Wealth Services
West Virginia
$18.7M +$53.7K +126 +0.3%
PG
1920
Patten Group
Tennessee
$18.6M +$3.83K +9 +0%
TM
1921
TigerOak Management
New Mexico
$18.6M +$18.8M +44,196 New
KIM
1922
Kestra Investment Management
Texas
$18.6M +$1.1M +2,571 +6%
RMSCM
1923
R.M. Sincerbeaux Capital Management
New York
$18.6M -$1.82M -4,275 -9%
LWMM
1924
Legacy Wealth Management (Mississippi)
Mississippi
$18.5M -$392K -920 -2%
SNB
1925
Security National Bank
Nebraska
$18.5M -$46K -108 -0.2%
75 76
77
78 79