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Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1601
Norris Perne & French
Michigan
$592K – – –
FMWA
1602
Forvis Mazars Wealth Advisors
Missouri
$592K +$299K +5,300 +119%
HA
1603
Herold Advisors
New York
$590K – – –
CRC
1604
Curi RMB Capital
Illinois
$589K +$126K +2,240 +30%
CWM
1605
Connecticut Wealth Management
Connecticut
$588K -$6.77K -120 -1%
BPWM
1606
Badgley Phelps Wealth Managers
Washington
$587K -$105K -1,870 -16%
B
1607
Barings
North Carolina
$587K +$545K +9,660 New
AO
1608
Advisor OS
Illinois
$585K -$99.8K -1,770 -16%
OM
1609
OV Management
Minnesota
$585K – – –
PPWM
1610
PFG Private Wealth Management
Florida
$584K -$108K -1,920 -17%
FPGK
1611
Financial Partners Group (Kansas)
Kansas
$582K -$1.13K -20 -0.2%
BIA
1612
Bigelow Investment Advisors
Maine
$581K +$50.7K +900 +10%
CP
1613
Canopy Partners
Ohio
$581K +$70.5K +1,250 +15%
KPWG
1614
KFA Private Wealth Group
Virginia
$580K -$1.69K -30 -0.3%
PCM
1615
Parsons Capital Management
Rhode Island
$578K +$2.82K +50 +0.5%
VCM
1616
Virtue Capital Management
Tennessee
$578K -$372K -6,600 -42%
MIM
1617
Merrion Investment Management
New Jersey
$577K +$22.6K +400 +4%
WP
1618
WMS Partners
Maryland
$575K +$73.9K +1,310 +16%
RFN
1619
Redwood Financial Network
Ohio
$574K -$3.38K -60 -0.6%
AA
1620
Ancora Advisors
Ohio
$574K +$14.1K +250 +3%
RWP
1621
Revolve Wealth Partners
New Jersey
$572K +$67.1K +1,190 +14%
ACM
1622
Alpha Capital Management
Texas
$571K +$42.9K +760 +9%
OIM
1623
Oder Investment Management
California
$571K – – –
RMAM
1624
Raab & Moskowitz Asset Management
New Jersey
$570K +$49.1K +870 +10%
FIM
1625
Fernwood Investment Management
Massachusetts
$569K -$73.3K -1,300 -12%
63 64
65
66 67