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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
PFGIA
1277
Patriot Financial Group Insurance Agency
Massachusetts
$206K +$5K +60 +2%
AF
1278
AtlasMark Financial
Texas
$205K – – –
CIA
1279
Choate Investment Advisors
Massachusetts
$205K -$22.3K -267 -10%
TCG
1280
Transcendent Capital Group
Oklahoma
$205K -$353K -4,236 -63%
SP
1281
Stablepoint Partners
Massachusetts
$205K – – –
FA
1282
Fiduciary Alliance
South Carolina
$204K +$208K +2,495 New
PBC
1283
Pavion Blue Capital
California
$204K +$208K +2,495 New
CAM
1284
Chesapeake Asset Management
New York
$204K +$1.33K +16 +0.6%
BFG
1285
Birch Financial Group
New Hampshire
$203K +$19K +228 +10%
CG
1286
Clarus Group
Texas
$203K +$1.08K +13 +0.5%
JPWM
1287
Jamison Private Wealth Management
Georgia
$202K – – –
RFA
1288
Register Financial Advisors
Georgia
$202K +$250 +3 +0.1%
PGH
1289
Partners Group Holding
Switzerland
$202K +$206K +2,470 New
CCB
1290
Country Club Bank
Missouri
$201K – – –
QL
1291
Quarry LP
New York
$196K +$144K +1,723 +255%
PWA
1292
Physician Wealth Advisors
Utah
$196K -$1.67K -20 -0.8%
ANBT
1293
American National Bank & Trust
Texas
$192K +$196K +2,351 New
ITIM
1294
Indiana Trust & Investment Management
Indiana
$191K – – –
DSC
1295
Duncker Streett & Co
Missouri
$190K – – –
MA
1296
Montag & Associates
Georgia
$187K -$3.83K -46 -2%
GWSG
1297
GPS Wealth Strategies Group
Colorado
$185K +$250 +3 +0.1%
ADL
1298
Asset Dedication LLC
California
$184K – – –
T
1299
Transce3nd
Texas
$184K +$119K +1,423 +171%
WA
1300
Whipplewood Advisors
Colorado
$170K +$172K +2,062 +13,747%
50 51
52
53 54