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Name Holding Trade Value Shares
Change 		Change in
Stake
S
976
SignatureFD
Georgia
$581K +$12.6K +220 +2%
CPIG
977
Chicago Partners Investment Group
Illinois
$572K -$4.31K -75 -0.8%
DBRC
978
D.B. Root & Company
Pennsylvania
$572K +$526K +9,144 New
PAM
979
Private Asset Management
California
$570K +$57 +1 +0%
BSW
980
Buckingham Strategic Wealth
Missouri
$569K +$121K +2,108 +30%
HCMNY
981
Howard Capital Management (New York)
New York
$565K -$423K -7,350 -45%
MLIC
982
Mandatum Life Insurance Company
Finland
$563K – – –
HIIFS
983
Harel Insurance Investments & Financial Services
Israel
$560K +$94.4K +1,642 +22%
LSAG
984
Lake Street Advisors Group
New Hampshire
$556K +$511K +8,886 New
TH
985
TCTC Holdings
Texas
$554K – – –
AF
986
Arrow Financial
New York
$554K +$22.4K +390 +5%
KWM
987
Kingsview Wealth Management
Oregon
$554K +$135K +2,345 +36%
CBT
988
Central Bank & Trust
Kentucky
$553K -$158K -2,744 -24%
ANB
989
Amarillo National Bank
Texas
$551K – – –
AWM
990
Aries Wealth Management
Maine
$548K +$469K +8,154 New
AOWM
991
Alpha Omega Wealth Management
Virginia
$547K -$17.2K -300 -3%
EFSCE
992
Enterprise Financial Services Corp (EFSC)
Missouri
$547K -$5.75K -100 -1%
BDF
993
Balasa Dinverno & Foltz
$546K -$13.9K -242 -3%
TTWM
994
TCV Trust & Wealth Management
Virginia
$545K -$115K -2,000 -19%
IWM
995
IHT Wealth Management
Illinois
$535K -$5.69K -99 -1%
CPA
996
Clear Perspective Advisors
Illinois
$535K – – –
NCM
997
Northwest Capital Management
Oregon
$531K +$488K +8,481 New
RCAG
998
Rehmann Capital Advisory Group
Michigan
$526K +$68.1K +1,185 +16%
PL
999
Plancorp LLC
Missouri
$523K -$1.84K -32 -0.4%
TAM
1000
Tocqueville Asset Management
New York
$520K -$685K -11,910 -59%
38 39
40
41 42