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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1601
Waycross Partners
Kentucky
$480K – – –
WQ
1602
Wealth Quarterback
New Jersey
$479K +$554K +4,684 New
BC
1603
Burleson & Co
California
$478K +$1.06K +9 +0.2%
DCM
1604
Dupont Capital Management
Delaware
$477K -$80.1K -677 -13%
JEST
1605
JTC Employer Solutions Trustee
Jersey
$475K – – –
PA
1606
Probity Advisors
Texas
$475K +$57.1K +483 +12%
GWA
1607
GGM Wealth Advisors
Maryland
$473K +$193K +1,630 +56%
PF
1608
Phoenix Financial
Israel
$471K -$345K -2,914 -39%
9WM
1609
9258 Wealth Management
Ohio
$468K -$12.5K -106 -2%
TGAM
1610
TBH Global Asset Management
Tennessee
$467K -$7.21K -61 -1%
DAS
1611
Dynamic Advisor Solutions
Arizona
$467K +$84K +710 +18%
CFO
1612
Colony Family Offices
North Carolina
$466K +$538K +4,550 New
AA
1613
Argent Advisors
Louisiana
$464K +$54.4K +460 +11%
IWA
1614
Intercontinental Wealth Advisors
Texas
$464K +$60.7K +513 +13%
KFP
1615
KB Financial Partners
New Jersey
$463K +$93.4K +790 +21%
XSC
1616
X-Square Capital
Puerto Rico
$461K +$70.5K +596 +15%
MPI
1617
Mairs & Power Inc
Minnesota
$460K +$5.08K +43 +1%
FFA
1618
Founders Financial Alliance
North Carolina
$460K +$328K +2,771 +160%
ITFISA
1619
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$460K -$23.9K -202 -4%
MWM
1620
Modera Wealth Management
New Jersey
$459K +$154K +1,305 +41%
CF
1621
Copperwynd Financial
Arizona
$457K -$48.7K -412 -8%
WFA
1622
WestHill Financial Advisors
California
$457K -$1.42K -12 -0.3%
CS
1623
Cannell & Spears
New York
$457K – – –
SAMC
1624
Spectrum Asset Management (California)
California
$457K – – –
FA
1625
Fountainhead AM
New Jersey
$455K +$1.54K +13 +0.3%
63 64
65
66 67