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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
976
Institute for Wealth Management
Colorado
$2.52M +$108K +813 +5%
CIP
977
Capital Insight Partners
Arizona
$2.51M -$388K -2,930 -14%
FG
978
Fiduciary Group
Georgia
$2.51M -$283K -2,136 -11%
TAM
979
Tocqueville Asset Management
New York
$2.5M +$63.9K +482 +3%
EA
980
Ellsworth Advisors
Ohio
$2.49M +$133K +1,004 +6%
V
981
VeraBank
Texas
$2.48M -$47.7K -360 -2%
MIAN
982
Mariner Independent Advisor Network
Kansas
$2.45M +$413K +3,120 +22%
MSS
983
Mitchell Sinkler & Starr
Pennsylvania
$2.45M -$94.1K -710 -4%
OHIS
984
Oak Harvest Investment Services
Texas
$2.44M +$2.28M +17,245 New
MMPW
985
Mitchell McLeod Pugh & Williams
Alabama
$2.42M -$53.8K -406 -2%
HWA
986
Heritage Wealth Advisors
Virginia
$2.42M +$2.11M +15,948 +1,364%
TPCW
987
TD Private Client Wealth
New York
$2.41M -$366K -2,759 -14%
WAS
988
Winch Advisory Services
Wisconsin
$2.41M -$35.9K -271 -2%
PIMJS
989
PKO Investment Management Joint-Stock
Poland
$2.4M -$530K -4,000 -19%
HW
990
Hancock Whitney
Mississippi
$2.39M -$176K -1,325 -7%
HAG
991
HighPoint Advisor Group
Illinois
$2.39M +$872K +6,585 +64%
OIA
992
Optimum Investment Advisors
Illinois
$2.38M -$109K -825 -5%
SC
993
Searle & Co
Connecticut
$2.38M – – –
HWA
994
HCR Wealth Advisors
California
$2.36M +$81.1K +612 +4%
ANTB
995
AMG National Trust Bank
Colorado
$2.36M -$81.6K -616 -4%
SSWM
996
Smith Salley Wealth Management
North Carolina
$2.36M +$448K +3,378 +25%
B
997
Barings
North Carolina
$2.35M -$5M -37,703 -69%
GT
998
Glenview Trust
Kentucky
$2.35M – – –
BP
999
BBR Partners
New York
$2.34M -$450K -3,399 -17%
MFW
1000
Meristem Family Wealth
Minnesota
$2.34M -$33.9K -256 -2%
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