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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1426
Nicolet Bankshares
Wisconsin
$782K +$34K +180 +5%
KCM
1427
KRS Capital Management
Michigan
$781K – – –
DCM
1428
Driehaus Capital Management
Illinois
$781K +$204K +1,080 +40%
TA
1429
TFB Advisors
Kansas
$772K -$110K -585 -13%
CSI
1430
Cross Staff Investments
New York
$771K +$189K +1,000 +36%
MFP
1431
Meridian Financial Partners
Virginia
$771K -$364K -1,930 -34%
RCA
1432
Resonant Capital Advisors
Wisconsin
$768K +$157K +830 +29%
RTC
1433
Real Talk Capital
Tennessee
$766K – – –
APW
1434
Aventura Private Wealth
Florida
$764K -$5.66K -30 -0.8%
PWMAG
1435
Pinnacle Wealth Management Advisory Group
New Jersey
$764K +$65.1K +345 +10%
FNBSF
1436
First National Bank Sioux Falls
South Dakota
$763K +$1.89K +10 +0.3%
RLIM
1437
Red Lighthouse Investment Management
New York
$760K -$43.4K -230 -6%
NHC
1438
Nicholas Hoffman & Company
Georgia
$756K – – –
JF
1439
Joule Financial
Kentucky
$753K +$691K +3,660 New
WFC
1440
Western Financial Corp
California
$750K -$32.1K -170 -4%
EPA
1441
Element Pointe Advisors
Florida
$748K – – –
CWA
1442
Canvas Wealth Advisors
Kansas
$748K +$242K +1,285 +51%
AWM
1443
Aprio Wealth Management
Georgia
$747K +$297K +1,575 +76%
MWM
1444
Mindset Wealth Management
Indiana
$747K -$38.7K -205 -5%
PWA
1445
Provenance Wealth Advisors
Florida
$745K – – –
DP
1446
Dearborn Partners
Illinois
$744K +$123K +650 +22%
CS
1447
Capital Square
Tennessee
$736K +$27.4K +145 +4%
KMWM
1448
Keudell/Morrison Wealth Management
Oregon
$734K +$52.8K +280 +9%
CFP
1449
Comprehensive Financial Planning
Pennsylvania
$729K – – –
TWM
1450
Tradition Wealth Management
Minnesota
$729K +$82.1K +435 +14%
56 57
58
59 60