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Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
951
Pittenger & Anderson Inc
Nebraska
$834K +$475K +11,150 +155%
MA
952
MONECO Advisors
Connecticut
$833K +$45.1K +1,060 +6%
MLL
953
Moody Lynn & Lieberson
Massachusetts
$832K +$34.5K +810 +5%
CBT
954
Central Bank & Trust
Kentucky
$832K +$758K +17,810 +3,789%
TI
955
tru Independence
Oregon
$831K -$31.1K -730 -4%
SRC
956
Sage Rhino Capital
California
$830K +$12.8K +300 +2%
WWM
957
WJ Wealth Management
Arizona
$830K +$398K +9,360 +106%
CWM
958
Cornerstone Wealth Management
Missouri
$828K -$29.8K -700 -4%
BWP
959
Bernardo Wealth Planning
Pennsylvania
$825K +$11.9K +280 +2%
VAS
960
Vestmark Advisory Solutions
Massachusetts
$823K +$57K +1,340 +8%
SFO
961
Stokes Family Office
Louisiana
$823K +$175K +4,110 +29%
PWM
962
PRW Wealth Management
Massachusetts
$823K +$289K +6,780 +60%
CF
963
Centaurus Financial
California
$820K +$212K +4,970 +38%
EH
964
Employers Holdings
Nevada
$819K – – –
IWM
965
IHT Wealth Management
Illinois
$818K -$457K -10,730 -37%
ACM
966
Allred Capital Management
Texas
$816K +$37K +870 +5%
ACM
967
Advisors Capital Management
New Jersey
$815K -$763K -17,920 -50%
MWPCG
968
Measured Wealth Private Client Group
New Hampshire
$815K – – –
CA
969
Claro Advisors
Massachusetts
$814K -$247K -5,800 -24%
PCM
970
Pointe Capital Management
Michigan
$814K -$18.7K -440 -2%
AWA
971
ARS Wealth Advisors
Florida
$811K +$223K +5,230 +42%
KLI
972
Kelman-Lazarov Inc
Tennessee
$803K -$143K -3,350 -16%
BB
973
Bell Bank
North Dakota
$801K -$5.53K -130 -0.7%
AR
974
Advisory Research
Illinois
$790K +$133K +3,120 +22%
SKK
975
Shepherd Kaplan Krochuk
Massachusetts
$789K +$738K +17,350 New
37 38
39
40 41