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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1351
Beaumont Financial Advisors
Massachusetts
$619K -$245K -2,641 -24%
LP
1352
LGL Partners
Pennsylvania
$618K -$23.5K -253 -3%
TA
1353
TCM Advisors
West Virginia
$618K – – –
JAG
1354
Journey Advisory Group
Kentucky
$616K -$12.6K -136 -2%
FPF
1355
First Pacific Financial
Washington
$616K +$5.67K +61 +0.8%
SSW
1356
Smith Shellnut Wilson
Mississippi
$615K +$19.1K +206 +3%
FW
1357
FullCircle Wealth
Texas
$615K +$804K +8,652 New
AP
1358
Adero Partners
California
$614K +$69K +742 +10%
RBC
1359
Romano Brothers & Co
Illinois
$614K +$5.58K +60 +0.7%
CWP
1360
CFM Wealth Partners
Texas
$614K -$236K -2,541 -24%
SAMC
1361
Spectrum Asset Management (California)
California
$612K +$384K +4,136 +104%
AFO
1362
Arrowroot Family Office
California
$610K -$11.8K -127 -2%
RIA
1363
Regal Investment Advisors
Michigan
$609K +$49.7K +535 +7%
FNB
1364
Farmers National Bank
Kentucky
$608K +$27.6K +297 +4%
PPWM
1365
Paragon Private Wealth Management
Kentucky
$602K -$116K -1,245 -13%
MWM
1366
Merriman Wealth Management
Washington
$602K +$9.39K +101 +1%
PCP
1367
Pacific Capital Partners
$601K – – –
IWA
1368
Icon Wealth Advisors
Texas
$599K -$1.65M -17,799 -69%
SAF
1369
Smith Anglin Financial
Texas
$598K -$11.7K -126 -2%
MFP
1370
Meridian Financial Partners
Virginia
$598K +$768K +8,263 New
CIA
1371
Cladis Investment Advisory
Montana
$598K +$257K +2,765 +54%
PP
1372
Pegasus Partners
Wisconsin
$597K -$920K -9,897 -56%
NFC
1373
Northeast Financial Consultants
Connecticut
$596K -$37.2K -400 -5%
APP
1374
Avantax Planning Partners
Iowa
$595K -$4.46K -48 -0.6%
ACM
1375
Accent Capital Management
Ohio
$593K – – –
53 54
55
56 57