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Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
1676
Better Money Decisions
New Mexico
$378K – – –
SCA
1677
STALEY CAPITAL ADVISERS
Pennsylvania
$373K – – –
SLG
1678
Stanley-Laman Group
Pennsylvania
$373K +$335K +7,670 New
GWANC
1679
Guardian Wealth Advisors (North Carolina)
North Carolina
$373K -$48.9K -1,120 -13%
EA
1680
Emerald Advisors
Washington
$372K – – –
CSIC
1681
Clifford Swan Investment Counsel
California
$371K -$48.5K -1,110 -13%
TGAM
1682
TBH Global Asset Management
Tennessee
$371K -$6.99K -160 -2%
A
1683
AlphaQuest
New York
$370K +$332K +7,600 New
HWM
1684
Howard Wealth Management
Connecticut
$370K -$2.62K -60 -0.8%
OWA
1685
Octavia Wealth Advisors
Ohio
$369K -$89.5K -2,050 -21%
FFA
1686
Founders Financial Alliance
North Carolina
$369K +$7.86K +180 +2%
CIP
1687
Convergence Investment Partners
Florida
$368K +$437 +10 +0.1%
SWIM
1688
Smallwood Wealth Investment Management
New Jersey
$368K – – –
AWM
1689
Able Wealth Management
New Jersey
$368K +$330K +7,550 New
CIS
1690
Custom Index Systems
New York
$366K +$328K +7,520 New
PA
1691
Parkside Advisors
California
$366K – – –
BB
1692
Busey Bank
Illinois
$366K +$96K +2,200 +41%
CWG
1693
Cornerstone Wealth Group
North Carolina
$366K +$14.4K +330 +5%
SWM
1694
Shelton Wealth Management
Texas
$364K +$327K +7,480 New
CRC
1695
Curi RMB Capital
Illinois
$363K +$326K +7,460 New
TFG
1696
Taylor Financial Group
Virginia
$363K +$326K +7,460 New
LSA
1697
Lion Street Advisors
Texas
$363K -$12.7K -290 -4%
FC
1698
Fusion Capital
South Carolina
$362K – – –
OFS
1699
OneAscent Financial Services
Alabama
$362K -$233K -5,330 -42%
WGAM
1700
Wilkinson Global Asset Management
New York
$362K -$2.18K -50 -0.7%
66 67
68
69 70