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Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1051
Alpha Cubed Investments
California
$335K +$338K +6,587 New
BFG
1052
Beacon Financial Group
Texas
$334K +$70.6K +1,376 +26%
HL
1053
HeadInvest LLC
Maine
$332K – – –
ICM
1054
IMS Capital Management
Oregon
$331K +$20.5K +400 +7%
LW
1055
Linscomb Wealth
Texas
$328K +$32.2K +628 +11%
CCP
1056
Corient Capital Partners
California
$326K -$120K -2,346 -27%
SC
1057
Saybrook Capital
North Carolina
$325K – – –
SCI
1058
S&CO Inc
Massachusetts
$325K – – –
WAM
1059
Wallington Asset Management
Indiana
$325K – – –
HIM
1060
Hermes Investment Management
United Kingdom
$325K +$328K +6,390 New
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$324K +$8.67K +169 +3%
SCP
1062
Syntal Capital Partners
Texas
$324K +$326K +6,361 New
LCM
1063
Leisure Capital Management
California
$318K – – –
LAIC
1064
Lederer & Associates Investment Counsel
California
$317K +$320K +6,240 New
PFS
1065
Prospera Financial Services
Texas
$316K -$9.29K -181 -3%
KWMG
1066
King Wealth Management Group
Florida
$316K +$318K +6,208 New
ATC
1067
Adirondack Trust Company
New York
$313K -$8.11K -158 -3%
RIA
1068
RPG Investment Advisory
California
$310K -$37.6K -733 -11%
CPIG
1069
Chicago Partners Investment Group
Illinois
$309K – – –
PP
1070
Palladium Partners
Virginia
$306K – – –
AIA
1071
Allegis Investment Advisors
Idaho
$306K +$15.5K +302 +5%
SBSB
1072
Sullivan, Bruyette, Speros & Blaney
Virginia
$304K +$12K +234 +4%
ACP
1073
Aveo Capital Partners
Colorado
$303K +$306K +5,962 New
PHS
1074
Pekin Hardy Strauss
Illinois
$301K – – –
EWM
1075
Empirical Wealth Management
Washington
$301K +$19.5K +380 +7%
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