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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
676
PrairieView Partners
Minnesota
$38K +$33.6K +1,000 New
FHA
677
First Horizon Advisors
Tennessee
$35K +$10.7K +317 +52%
HFM
678
Hartford Financial Management
Connecticut
$34K -$9.55K -284 -24%
CFB
679
Cullen/Frost Bankers
Texas
$33K +$773 +23 +3%
IRC
680
Investors Research Corp
Georgia
$32K -$18.3K -543 -40%
PMFA
681
Plante Moran Financial Advisors
Michigan
$32K +$773 +23 +3%
IAS
682
IMA Advisory Services
Colorado
$32K +$12.6K +375 +81%
RIM
683
Rockbridge Investment Management
New York
$31K -$3.36K -100 -11%
PK
684
Pflug Koory
Nebraska
$31K – – –
SJIM
685
St. Johns Investment Management
Florida
$31K – – –
SWM
686
Sugarloaf Wealth Management
Georgia
$31K – – –
CIA
687
CSat Investment Advisory
Michigan
$29K -$61.2K -1,819 -70%
PCG
688
Private Capital Group
Connecticut
$29K -$1.48K -44 -6%
BFC
689
Bedel Financial Consulting
Indiana
$29K +$5.04K +150 +24%
AIM
690
Anchor Investment Management
South Carolina
$28.3K – – –
KFAA
691
Klaas Financial Asset Advisors
Illinois
$28K +$24.3K +724 New
OC
692
Oakworth Capital
Alabama
$27K – – –
BDWM
693
Brewin Dolphin Wealth Management
Ireland
$26.7K +$9.95K +296 +74%
IHWM
694
Iron Horse Wealth Management
Iowa
$26K +$22.7K +675 New
CAL
695
Capital Analysts LLC
Pennsylvania
$25K – – –
TFO
696
Tarbox Family Office
California
$25K +$1.88K +56 +10%
PFO
697
Pathstone Family Office
New Jersey
$25K +$21.7K +644 +10,733%
CTB
698
Country Trust Bank
Illinois
$24K – – –
CI
699
CX Institutional
Indiana
$24K +$13.8K +410 +188%
SFPG
700
Stonebridge Financial Planning Group
Florida
$23K – – –
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