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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1676
Marino Stram & Associates
Massachusetts
$625K +$27.5K +167 +5%
TFP
1677
Tilia Fiduciary Partners
North Carolina
$623K +$617K +3,739 New
TWM
1678
TMD Wealth Management
Arizona
$622K – – –
BIA
1679
Benchmark Investment Advisors
Illinois
$622K +$615K +3,731 New
WA
1680
Waddell & Associates
Tennessee
$621K +$495 +3 +0.1%
JFA
1681
JNBA Financial Advisors
Minnesota
$619K +$7.75K +47 +1%
FM
1682
Family Management
New York
$618K -$10.1K -61 -2%
RCM
1683
RNC Capital Management
California
$617K -$175K -1,060 -22%
FSG
1684
Financial Strategies Group
Michigan
$617K – – –
CWM
1685
Cornerstone Wealth Management
Missouri
$617K +$322K +1,950 +115%
GA
1686
Geller Advisors
New York
$616K -$825 -5 -0.1%
ARC
1687
Advisor Resource Council
Texas
$616K +$363K +2,200 +147%
WG
1688
Welch Group
Alabama
$610K -$12.9K -78 -2%
UBV
1689
United Bank (Virginia)
Virginia
$610K – – –
LOAMU
1690
Lombard Odier Asset Management (USA)
New York
$610K +$231K +1,402 +62%
GHA
1691
GW Henssler & Associates
Georgia
$610K +$604K +3,662 New
PWW
1692
Pettyjohn Wood & White
Virginia
$608K – – –
SCA
1693
St. Clair Advisors
Ohio
$608K – – –
FOA
1694
Five Oceans Advisors
California
$606K +$19.8K +120 +3%
SI
1695
Saxon Interests
Texas
$606K +$665K +4,030 New
MTIC
1696
Missouri Trust & Investment Company
Missouri
$604K +$598K +3,625 New
CIAS
1697
Capital Investment Advisory Services
North Carolina
$603K -$39.1K -237 -6%
WKWM
1698
Walter & Keenan Wealth Management
Indiana
$601K – – –
BHBT
1699
Burke & Herbert Bank & Trust
Virginia
$599K -$19.8K -120 -3%
BDF
1700
Black Diamond Financial
Maryland
$599K +$34K +206 +6%
66 67
68
69 70