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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1026
CreativeOne Wealth
Kansas
$219K -$450K -6,622 -63%
FC
1027
Forte Capital
New York
$218K -$30.6K -450 -10%
ACG
1028
Allen Capital Group
Nebraska
$218K -$29.1K -428 -10%
BTI
1029
Blue Trust Inc
Georgia
$218K +$190K +2,804 New
HWM
1030
HB Wealth Management
Georgia
$217K +$266K +3,922 New
PNC
1031
Park National Corp
Ohio
$216K +$3.19K +47 +1%
IC
1032
Intersect Capital
California
$216K +$15.5K +228 +6%
WE
1033
Wealth Effects
Massachusetts
$215K -$72.7K -1,070 -22%
VWA
1034
V Wealth Advisors
Kansas
$215K +$264K +3,892 New
F
1035
F3Logic
Minnesota
$213K +$6.86K +101 +3%
CWM
1036
C2C Wealth Management
Arizona
$210K -$81.5K -1,200 -26%
GCIA
1037
Gabelli & Co Investment Advisers
New York
$210K +$258K +3,800 New
GRP
1038
Global Retirement Partners
California
$208K -$18.9K -279 -7%
MMG
1039
Monetary Management Group
Missouri
$207K – – –
GA
1040
Geller Advisors
New York
$207K +$1.97K +29 +0.8%
HIA
1041
Harbor Investment Advisory
Maryland
$207K +$9.51K +140 +4%
AAS
1042
Ameritas Advisory Services
Nebraska
$207K +$33.8K +497 +15%
THWM
1043
Taylor Hoffman Wealth Management
Virginia
$204K -$75.1K -1,106 -23%
TFF
1044
The Family Firm
Maryland
$204K +$407 +6 +0.2%
SW
1045
SkyOak Wealth
Michigan
$201K +$65.3K +962 +36%
HNB
1046
Huntington National Bank
Ohio
$195K +$6.79K +100 +3%
FHA
1047
First Horizon Advisors
Tennessee
$194K +$37.9K +558 +19%
IPAM
1048
ICICI Prudential Asset Management
India
$187K +$7.54K +111 +3%
AAP
1049
Arax Advisory Partners
Colorado
$187K +$20.8K +306 +10%
ABLA
1050
Alan B. Lancz & Associates
Ohio
$186K – – –
40 41
42
43 44