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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1201
Smithfield Trust
Pennsylvania
$731K -$49.2K -335 -7%
BCM
1202
Becker Capital Management
Oregon
$727K +$39.6K +270 +6%
BTWM
1203
Baker Tilly Wealth Management
Wisconsin
$727K -$2.17M -14,770 -76%
RWP
1204
Revolve Wealth Partners
New Jersey
$727K -$19.8K -135 -3%
PFWA
1205
Paces Ferry Wealth Advisors
Georgia
$727K +$3.67K +25 +0.5%
ANBT
1206
American National Bank & Trust
Texas
$727K +$22K +150 +3%
LSA
1207
Leonteq Securities AG
Switzerland
$725K -$1.8M -12,290 -73%
AC
1208
AlphaCore Capital
California
$724K +$675K +4,600 New
PFA
1209
Pure Financial Advisors
California
$716K +$280K +1,905 +72%
HBT
1210
Heartland Bank & Trust
Illinois
$716K -$167K -1,135 -20%
SWM
1211
Salvus Wealth Management
New Jersey
$714K +$29.3K +200 +5%
CA
1212
Claro Advisors
Massachusetts
$714K +$95.4K +650 +17%
MI
1213
Motiv8 Investments
Florida
$714K +$61.6K +420 +10%
FWM
1214
FFT Wealth Management
Pennsylvania
$711K +$277K +1,885 +72%
SIA
1215
Strategic Investment Advisors
Michigan
$707K – – –
KIA
1216
KCM Investment Advisors
California
$706K – – –
PEA
1217
Park Edge Advisors
Ohio
$706K +$80K +545 +14%
FCBT
1218
First Citizens Bank & Trust
North Carolina
$705K +$70.4K +480 +12%
KMWM
1219
Keudell/Morrison Wealth Management
Oregon
$703K -$1.47K -10 -0.2%
SWMP
1220
Signature Wealth Management Partners
New Jersey
$703K +$289K +1,970 +79%
BM
1221
Brandywine Managers
Delaware
$702K – – –
LAM
1222
Lewis Asset Management
California
$702K +$103K +705 +19%
BWM
1223
Baron Wealth Management
Michigan
$702K -$2.94K -20 -0.4%
SVWAG
1224
Sound View Wealth Advisors Group
Georgia
$698K -$2.2K -15 -0.3%
FAFN
1225
First Affirmative Financial Network
Colorado
$694K +$15.4K +105 +2%
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