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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1251
Smith Shellnut Wilson
Mississippi
$508K – – –
PIFP
1252
Partners in Financial Planning
Virginia
$508K – – –
HW
1253
Hancock Whitney
Mississippi
$508K -$61.1K -938 -11%
NFA
1254
Northern Financial Advisors
Michigan
$505K -$676K -10,366 -57%
RWA
1255
Rooted Wealth Advisors
Illinois
$504K +$82.5K +1,266 +19%
BP
1256
BNP Paribas
France
$501K -$1.2M -18,386 -70%
FLPIM
1257
F.L. Putnam Investment Management
Massachusetts
$500K -$105K -1,606 -17%
APA
1258
Astoria Portfolio Advisors
New York
$500K +$516K +7,918 New
SSW
1259
Stone Summit Wealth
Florida
$499K -$31.9K -490 -6%
EWA
1260
Encompass Wealth Advisors
Oregon
$497K +$14.7K +226 +3%
RCAG
1261
Rehmann Capital Advisory Group
Michigan
$496K -$10.6K -162 -2%
JMFC
1262
J.M. Forbes & Co
Massachusetts
$494K – – –
MA
1263
MSA Advisors
California
$493K – – –
FWTB
1264
First Western Trust Bank
Colorado
$491K -$10.8K -165 -2%
TWP
1265
Tempus Wealth Planning
California
$490K +$21.8K +334 +5%
AIA
1266
AssuredPartners Investment Advisors
Florida
$489K +$173K +2,659 +53%
EFSCE
1267
Enterprise Financial Services Corp (EFSC)
Missouri
$488K -$51.9K -796 -9%
SC
1268
Syon Capital
California
$487K -$65.7K -1,008 -12%
PCP
1269
Perbak Capital Partners
United Kingdom
$487K -$2.34M -35,826 -82%
SC
1270
Sapient Capital
Indiana
$487K +$2.93K +45 +0.6%
HCM
1271
Howard Capital Management
Georgia
$485K +$2.61K +40 +0.5%
BAM
1272
Blueshift Asset Management
New Jersey
$485K +$496K +7,616 New
ACGA
1273
Atlanta Consulting Group Advisors
Georgia
$484K +$15.6K +240 +3%
EFS
1274
Essex Financial Services
Connecticut
$481K +$50.9K +781 +12%
FB
1275
Fulton Bank
Pennsylvania
$481K -$43.5K -668 -8%
49 50
51
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