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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
826
Compton Wealth Advisory Group
Virginia
$493K – – –
BCM
827
Brookstone Capital Management
Illinois
$492K +$44.9K +735 +10%
SFG
828
StrategIQ Financial Group
Indiana
$492K – – –
FHA
829
First Horizon Advisors
Tennessee
$485K +$2.75K +45 +0.6%
CFG
830
Cooper Financial Group
California
$481K -$48.5K -795 -10%
FCBT
831
First Citizens Bank & Trust
North Carolina
$481K +$31.1K +510 +7%
KJHP
832
K.J. Harrison & Partners
Ontario, Canada
$476K – – –
QI
833
Qtron Investments
Massachusetts
$476K – – –
HCM
834
Hodges Capital Management
Texas
$474K -$823K -13,485 Closed
SAM
835
Summit Asset Management
Tennessee
$474K – – –
HSA
836
HBK Sorce Advisory
Pennsylvania
$470K -$8.24K -135 -2%
KIC
837
Keating Investment Counselors
Florida
$470K – – –
WA
838
Waddell & Associates
Tennessee
$470K – – –
NRW
839
Nova R Wealth
Kansas
$468K – – –
HFM
840
Harvest Fund Management
China
$468K +$125K +2,055 +39%
CI
841
Conning Inc
Connecticut
$467K -$65K -1,065 -13%
CCIA
842
Cherry Creek Investment Advisors
Colorado
$465K – – –
NB
843
NBT Bank
New York
$465K – – –
PFA
844
Pathway Financial Advisors
Vermont
$457K – – –
SC
845
SRB Corp
Massachusetts
$455K +$49.5K +810 +13%
CCB
846
Country Club Bank
Missouri
$452K – – –
LBWM
847
Left Brain Wealth Management
Illinois
$451K -$19.2K -315 -4%
WR
848
WD Rutherford
Oregon
$449K +$4.58K +75 +1%
FPCP
849
Fort Point Capital Partners
California
$445K +$33K +540 +8%
OQS
850
Occudo Quantitative Strategies
Florida
$445K +$427K +6,990 New
32 33
34
35 36