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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1201
Strategic Investment Advisors
Michigan
$786K -$16.4K -100 -2%
CCB
1202
Country Club Bank
Missouri
$786K -$4.11K -25 -0.6%
DBRC
1203
D.B. Root & Company
Pennsylvania
$785K -$188K -1,145 -21%
WA
1204
Waverly Advisors
Alabama
$784K +$145K +880 +25%
APP
1205
Avantax Planning Partners
Iowa
$784K -$607K -3,690 -46%
LFA
1206
Legacy Financial Advisors
Kentucky
$782K +$41.1K +250 +6%
UWS
1207
Unique Wealth Strategies
Illinois
$781K +$699K +4,250 +3,696%
HBT
1208
Heartland Bank & Trust
Illinois
$780K -$31.2K -190 -4%
KIA
1209
KCM Investment Advisors
California
$779K -$22.2K -135 -3%
EAM
1210
EdenTree Asset Management
United Kingdom
$778K -$107K -650 -13%
NIP
1211
Nicholas Investment Partners
California
$775K -$2.72M -16,560 -79%
TA
1212
TFB Advisors
Kansas
$775K +$23K +140 +3%
GAA
1213
Global Assets Advisory
Florida
$774K +$734K +4,465 New
I
1214
InceptionR
California
$772K +$709K +4,315 New
CFG
1215
Carr Financial Group
Massachusetts
$771K -$13.2K -80 -2%
AFAS
1216
Acorn Financial Advisory Services
Virginia
$767K -$2.47K -15 -0.3%
CF
1217
Centaurus Financial
California
$766K +$50.1K +305 +8%
IHL
1218
Investment House LLC
California
$765K – – –
FG
1219
Fiduciary Group
Georgia
$761K +$71.5K +435 +11%
ES
1220
Eagle Strategies
New York
$758K +$454K +2,760 +186%
PWM
1221
Palumbo Wealth Management
New York
$758K +$59.2K +360 +9%
RWP
1222
Revolve Wealth Partners
New Jersey
$758K -$63.3K -385 -8%
GGS
1223
Galvin Gaustad & Stein
Arizona
$756K -$222K -1,350 -24%
NRD
1224
Nebula Research & Development
New York
$755K +$694K +4,220 New
KMWM
1225
Keudell/Morrison Wealth Management
Oregon
$752K -$43.6K -265 -6%
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