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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
976
Carroll Financial Associates
North Carolina
$581K -$1.96K -34 -0.4%
S
977
SignatureFD
Georgia
$581K +$12.6K +220 +2%
CPIG
978
Chicago Partners Investment Group
Illinois
$572K -$4.31K -75 -0.8%
DBRC
979
D.B. Root & Company
Pennsylvania
$572K +$526K +9,144 New
PAM
980
Private Asset Management
California
$570K +$57 +1 +0%
BSW
981
Buckingham Strategic Wealth
Missouri
$569K +$121K +2,108 +30%
HCMNY
982
Howard Capital Management (New York)
New York
$565K -$423K -7,350 -45%
MLIC
983
Mandatum Life Insurance Company
Finland
$563K – – –
HIIFS
984
Harel Insurance Investments & Financial Services
Israel
$560K +$94.4K +1,642 +22%
LSAG
985
Lake Street Advisors Group
New Hampshire
$556K +$511K +8,886 New
TH
986
TCTC Holdings
Texas
$554K – – –
AF
987
Arrow Financial
New York
$554K +$22.4K +390 +5%
KWM
988
Kingsview Wealth Management
Oregon
$554K +$135K +2,345 +36%
CBT
989
Central Bank & Trust
Kentucky
$553K -$158K -2,744 -24%
ANB
990
Amarillo National Bank
Texas
$551K – – –
AWM
991
Aries Wealth Management
Maine
$548K +$469K +8,154 New
AOWM
992
Alpha Omega Wealth Management
Virginia
$547K -$17.2K -300 -3%
EFSCE
993
Enterprise Financial Services Corp (EFSC)
Missouri
$547K -$5.75K -100 -1%
BDF
994
Balasa Dinverno & Foltz
$546K -$13.9K -242 -3%
TTWM
995
TCV Trust & Wealth Management
Virginia
$545K -$115K -2,000 -19%
IWM
996
IHT Wealth Management
Illinois
$535K -$5.69K -99 -1%
CPA
997
Clear Perspective Advisors
Illinois
$535K – – –
NCM
998
Northwest Capital Management
Oregon
$531K +$488K +8,481 New
RCAG
999
Rehmann Capital Advisory Group
Michigan
$526K +$68.1K +1,185 +16%
PL
1000
Plancorp LLC
Missouri
$523K -$1.84K -32 -0.4%
38 39
40
41 42