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Name Holding Trade Value Shares
Change 		Change in
Stake
HW
801
Hancock Whitney
Mississippi
$644K +$13.2K +173 +2%
BBHC
802
Brown Brothers Harriman & Co
New York
$643K +$9.34K +122 +1%
SIG
803
Sky Investment Group
Connecticut
$641K +$673K +8,785 New
MMPW
804
Mitchell McLeod Pugh & Williams
Alabama
$641K +$17.5K +229 +3%
SVWAG
805
Sound View Wealth Advisors Group
Georgia
$637K -$14.9K -194 -2%
TPA
806
Trivium Point Advisory
Connecticut
$636K -$2.01M -26,239 -75%
CT
807
Coastline Trust
Rhode Island
$636K +$15.3K +200 +2%
GWAG
808
Garrett Wealth Advisory Group
Texas
$635K +$842 +11 +0.1%
MSA
809
Marino Stram & Associates
Massachusetts
$630K +$8.42K +110 +1%
CT
810
Chicago Trust
Illinois
$629K -$4.83K -63 -0.7%
PTP
811
Platform Technology Partners
New York
$629K -$7.66K -100 -1%
IFG
812
Independent Financial Group
California
$628K -$249K -3,247 -27%
YWM
813
Yukon Wealth Management
Kansas
$625K +$2.45K +32 +0.4%
LW
814
Linscomb Wealth
Texas
$621K -$115K -1,496 -15%
FCM
815
Fourpath Capital Management
Oklahoma
$619K -$36.5K -477 -5%
GPA
816
Garrison Point Advisors
California
$619K – – –
AH
817
Addis & Hill
Pennsylvania
$615K +$73K +953 +13%
FFA
818
Founders Financial Alliance
North Carolina
$610K -$31.7K -414 -5%
MFG
819
Mosaic Financial Group
Illinois
$609K – – –
SWM
820
SeaCrest Wealth Management
New York
$602K -$172K -2,249 -21%
GAM
821
Gould Asset Management
California
$598K +$66.6K +870 +12%
AG
822
Ascent Group
Virginia
$597K +$327K +4,267 +109%
GT
823
Greenleaf Trust
Michigan
$596K -$67.8K -885 -10%
CPL
824
CAP Partners LLC
Tennessee
$596K +$40.1K +524 +7%
TCM
825
Tradewinds Capital Management
Washington
$594K +$2.14K +28 +0.3%
31 32
33
34 35