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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1126
Camelot Portfolios
Ohio
$328K +$9.19K +209 +3%
PIFP
1127
Partners in Financial Planning
Virginia
$327K – – –
PA
1128
Procyon Advisors
Connecticut
$326K +$17.9K +408 +5%
BA
1129
Bridgewater Advisors
New York
$324K +$2.07K +47 +0.6%
MW
1130
MBL Wealth
North Carolina
$324K -$164K -3,735 -32%
BC
1131
Burney Company
Virginia
$322K -$97.9K -2,225 -22%
VV
1132
Verity & Verity
South Carolina
$322K +$89.7K +2,039 +35%
FB
1133
Fulton Bank
Pennsylvania
$322K +$32K +728 +10%
EFSCE
1134
Enterprise Financial Services Corp (EFSC)
Missouri
$322K -$924 -21 -0.3%
PFA
1135
Pure Financial Advisors
California
$322K +$117K +2,655 +51%
JWA
1136
JFS Wealth Advisors
Pennsylvania
$321K -$4.71K -107 -1%
CA
1137
Cullinan Associates
Kentucky
$321K -$22.4K -510 -6%
NWWA
1138
New Wave Wealth Advisors
Arkansas
$320K +$342K +7,765 New
SSW
1139
Smith Shellnut Wilson
Mississippi
$320K -$8.18K -186 -2%
GBT
1140
Grove Bank & Trust
Florida
$319K -$2.95K -67 -0.9%
CCG
1141
Coastwise Capital Group
California
$318K +$2.9K +66 +0.9%
EDRH
1142
Edmond de Rothschild Holding
Switzerland
$318K -$68.6K -1,559 -17%
BP
1143
BBR Partners
New York
$317K +$110K +2,498 +48%
FA
1144
Fiduciary Alliance
South Carolina
$317K -$1.87M -42,432 -85%
SACTSONJ
1145
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$316K -$15.8K -360 -4%
HIP
1146
Harrell Investment Partners
Texas
$316K +$18.5K +420 +6%
APW
1147
Aventura Private Wealth
Florida
$314K -$177K -4,017 -34%
RS
1148
Rakuten Securities
Japan
$314K -$132K -2,992 -28%
PCMM
1149
Piedmont Capital Management (Montana)
Montana
$312K +$24.7K +561 +8%
MSFS
1150
Main Street Financial Solutions
Pennsylvania
$311K +$51.2K +1,165 +18%
44 45
46
47 48