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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1126
Dillon & Associates
Michigan
$583K -$316K -4,731 -39%
CW
1127
CreativeOne Wealth
Kansas
$582K +$499K +7,461 New
HFRG
1128
Houlihan Financial Resource Group
Virginia
$582K -$11K -165 -2%
FNT
1129
First National Trust
Pennsylvania
$580K -$137K -2,054 -22%
MIA
1130
MainStreet Investment Advisors
Illinois
$578K -$1.77M -26,507 -78%
DBIA
1131
Dumont & Blake Investment Advisors
New Jersey
$578K -$495K -7,406 -50%
RIA
1132
Realta Investment Advisors
Delaware
$577K -$125K -1,872 -21%
CI
1133
CX Institutional
Indiana
$576K +$158K +2,366 +47%
CI
1134
Conning Inc
Connecticut
$574K -$6.09K -91 -1%
GWM
1135
GSB Wealth Management
Connecticut
$573K – – –
TCM
1136
Tandem Capital Management
New Jersey
$573K +$176K +2,630 +56%
ACM
1137
Aljian Capital Management
Nevada
$572K +$491K +7,335 New
GVAG
1138
Great Valley Advisor Group
Delaware
$570K -$29.2K -436 -6%
BB
1139
Busey Bank
Illinois
$567K -$150K -2,238 -24%
EWM
1140
Empirical Wealth Management
Washington
$567K -$445K -6,650 -48%
RA
1141
RFG Advisory
Alabama
$565K +$20.9K +312 +5%
MWA
1142
Moser Wealth Advisors
Washington
$564K -$3.34K -50 -0.7%
HI
1143
Harbour Investments
Wisconsin
$557K -$20.6K -308 -4%
SG
1144
Sienna Gestion
France
$556K +$477K +7,137 New
KC
1145
Knuff & Co
California
$554K -$66.9K -1,000 -12%
CIG
1146
Cullen Investment Group
Louisiana
$553K -$29.4K -440 -6%
AC
1147
AXQ Capital
New Jersey
$552K +$473K +7,077 New
BF
1148
BOK Financial
Oklahoma
$552K -$9.56K -143 -2%
DG
1149
DMC Group
Alabama
$551K -$1.87K -28 -0.4%
CWM
1150
Circle Wealth Management
New Jersey
$549K -$254K -3,794 -35%
44 45
46
47 48