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Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1301
Summit X LLC
Missouri
$735K +$626K +77,400 New
HH
1302
Hilltop Holdings
Texas
$734K +$138K +17,080 +28%
BOPW
1303
Brandywine Oak Private Wealth
Pennsylvania
$732K +$90.9K +11,240 +17%
FFA
1304
First Foundation Advisors
California
$725K -$31.7K -3,920 -5%
KFA
1305
Krane Funds Advisors
New York
$724K -$287K -35,520 -32%
GBT
1306
Grove Bank & Trust
Florida
$723K +$12.9K +1,600 +2%
EWA
1307
Exencial Wealth Advisors
Oklahoma
$723K +$173K +21,400 +39%
SNT
1308
Security National Trust
West Virginia
$722K -$48.5K -6,000 -7%
WMA
1309
Wealth Management Associates
New Jersey
$720K -$90.3K -11,160 -13%
HPWM
1310
Highland Private Wealth Management
Washington
$720K +$26.9K +3,320 +5%
CP
1311
Corbenic Partners
Pennsylvania
$719K -$64.1K -7,920 -9%
PRS
1312
Pinkerton Retirement Specialists
Idaho
$719K +$612K +75,680 New
PJB
1313
Paul John Balson
California
$718K +$162K +20,040 +36%
TFF
1314
The Family Firm
Maryland
$717K +$324 +40 +0.1%
AP
1315
Advisors Preferred
Maryland
$714K +$606K +74,920 New
BS
1316
Boenning & Scattergood
Pennsylvania
$714K +$608K +75,200 New
CI
1317
CX Institutional
Indiana
$711K +$504K +62,320 +498%
MFG
1318
Magnus Financial Group
New York
$710K +$175K +21,680 +41%
CPA
1319
Court Place Advisors
Maryland
$704K -$193K -23,800 -24%
CB
1320
CNB Bank
Pennsylvania
$702K -$4.85K -600 -0.8%
BCMO
1321
Buckingham Capital Management (Ohio)
Ohio
$701K +$324 +40 +0.1%
OL
1322
Optas LLC
Texas
$700K +$199K +24,640 +50%
AF
1323
Arrow Financial
New York
$698K -$72.8K -9,000 -11%
BWP
1324
BSW Wealth Partners
Colorado
$696K +$54.4K +6,720 +10%
GRP
1325
Global Retirement Partners
California
$695K -$23.6K -2,920 -4%
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