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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1076
Keynote Financial Services
Connecticut
$539K +$494K +8,043 New
HBT
1077
Hills Bank & Trust
Iowa
$536K -$5.65K -92 -1%
EM
1078
Excalibur Management
Massachusetts
$533K +$10K +163 +2%
TPW
1079
Transatlantique Private Wealth
New York
$531K – – –
PIA
1080
Perennial Investment Advisors
California
$529K -$552 -9 -0.1%
BSW
1081
Buckingham Strategic Wealth
Missouri
$528K +$675 +11 +0.1%
GSIAS
1082
Garden State Investment Advisory Services
New Jersey
$528K +$49.3K +804 +11%
MSFP
1083
Mark Sheptoff Financial Planning
Connecticut
$525K – – –
SI
1084
Seeds Investor
New York
$524K -$167K -2,726 -26%
YDMI
1085
Y.D. More Investments
Israel
$524K +$55.8K +909 +13%
AB
1086
Atlas Brown
Kentucky
$523K +$75.7K +1,234 +19%
IA
1087
IFP Advisors
Florida
$523K -$12.5K -204 -3%
FFB
1088
First Financial Bankshares
Texas
$522K -$4.28M -69,765 -90%
DBIA
1089
Dumont & Blake Investment Advisors
New Jersey
$522K -$1.53K -25 -0.3%
GVAG
1090
Great Valley Advisor Group
Delaware
$521K -$15.3K -249 -3%
WAM
1091
WNY Asset Management
New York
$520K +$56.6K +922 +13%
CWA
1092
Clarity Wealth Advisors
California
$519K +$26.1K +425 +6%
HFRG
1093
Houlihan Financial Resource Group
Virginia
$519K -$51.6K -840 -10%
DWT
1094
Dorsey & Whitney Trust
South Dakota
$518K -$129K -2,100 -21%
CIG
1095
Cullen Investment Group
Louisiana
$518K -$33.4K -545 -6%
GSC
1096
Grey Street Capital
Illinois
$518K +$210K +3,428 +80%
1WA
1097
180 Wealth Advisors
Washington
$516K +$473K +7,700 New
BPCE
1098
Bank Pictet & Cie (Europe)
Germany
$514K +$116K +1,897 +33%
IA
1099
Insight Advisors
Pennsylvania
$514K +$88K +1,434 +23%
PWPS
1100
Pinnacle Wealth Planning Services
Ohio
$511K +$44.9K +731 +11%
42 43
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