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Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
1651
Roman Butler Fullerton & Co
Missouri
$334K -$2.02M -10,480 -84%
FLP
1652
Financial Life Planners
Arizona
$332K +$36.6K +190 +10%
WAAG
1653
Wealth Alliance Advisory Group
Kansas
$330K +$400K +2,075 New
VAG
1654
VisionPoint Advisory Group
Texas
$329K -$4.82K -25 -1%
IBOK
1655
Independence Bank of Kentucky
Kentucky
$329K +$4.82K +25 +1%
GCM
1656
Genus Capital Management
British Columbia, Canada
$329K +$398K +2,065 New
AWM
1657
Aprio Wealth Management
Georgia
$328K -$39.5K -205 -9%
CCT
1658
Chemung Canal Trust
New York
$327K – – –
GDP
1659
Great Diamond Partners
Maine
$327K -$23.1K -120 -6%
BW
1660
BostonPremier Wealth
Massachusetts
$327K – – –
FDCP
1661
Foster Dykema Cabot & Partners
Massachusetts
$327K +$4.82K +25 +1%
QL
1662
Quarry LP
New York
$327K +$372K +1,930 +1,544%
AL
1663
Aspiriant LLC
California
$327K +$5.78K +30 +1%
PB
1664
Pinnacle Bancorp
Nebraska
$326K -$28.9K -150 -7%
PCM
1665
Prelude Capital Management
New York
$326K -$656K -3,405 -62%
NIWA
1666
New Insight Wealth Advisors
California
$325K +$115K +595 +41%
BF
1667
Brucke Financial
Indiana
$325K +$25.1K +130 +8%
WP
1668
Westmount Partners
California
$324K +$93.5K +485 +31%
SFG
1669
Seamount Financial Group
Colorado
$323K +$43.4K +225 +12%
PPW
1670
Parcion Private Wealth
Washington
$322K +$390K +2,025 New
CWG
1671
Crown Wealth Group
North Carolina
$322K -$31.8K -165 -8%
FFWA
1672
FRG Family Wealth Advisors
Washington
$322K – – –
FBFS
1673
First Business Financial Services
Wisconsin
$321K -$24.1K -125 -6%
MWM
1674
Modern Wealth Management
Kansas
$320K +$55.9K +290 +17%
GAM
1675
Griffin Asset Management
New York
$320K – – –
65 66
67
68 69