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Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1451
Kavar Capital Partners Group
Kansas
$900K +$16.9K +90 +2%
LSPW
1452
Lake Street Private Wealth
Illinois
$898K -$13.7K -73 -2%
PIA
1453
Perennial Investment Advisors
California
$898K +$377 +2 +0%
CPA
1454
Clear Perspective Advisors
Illinois
$896K -$52.9K -281 -3%
BMA
1455
Brooks Moore & Associates
Tennessee
$895K -$179K -950 -17%
EWA
1456
Exencial Wealth Advisors
Oklahoma
$890K -$40.3K -214 -5%
HB
1457
Homrich & Berg
Georgia
$879K -$97.2K -516 -10%
FI
1458
FormulaFolio Investments
Michigan
$879K +$257K +1,362 +44%
AA
1459
Apriem Advisors
California
$877K -$267K -1,420 -24%
CPSC
1460
Carl P. Sherr & Co
Massachusetts
$876K -$39.6K -210 -5%
BWM
1461
BerganKDV Wealth Management
Minnesota
$874K +$11.5K +61 +1%
CWP
1462
Capital Wealth Planning
Florida
$871K -$112K -595 -12%
RWP
1463
RWA Wealth Partners
Massachusetts
$871K +$16.4K +87 +2%
SIC
1464
Schwartz Investment Counsel
Michigan
$867K – – –
ABC
1465
Associated Banc-Corp
Wisconsin
$861K -$15.8K -84 -2%
KA
1466
Kovack Advisors
Florida
$861K +$151K +801 +22%
GIM
1467
Groesbeck Investment Management
New Jersey
$859K – – –
CBTWT
1468
Community Bank & Trust (Waco, Texas)
Texas
$859K +$151K +803 +23%
SRAM
1469
Spouting Rock Asset Management
Pennsylvania
$858K -$685K -3,638 -46%
BHBT
1470
Burke & Herbert Bank & Trust
Virginia
$858K +$287K +1,522 +54%
OC
1471
Oakworth Capital
Alabama
$852K -$9.42K -50 -1%
SFG
1472
SevenBridge Financial Group
Pennsylvania
$848K -$102K -540 -11%
AC
1473
Avestar Capital
New York
$847K -$235K -1,250 -23%
HPWM
1474
Highland Private Wealth Management
Washington
$843K +$7.16K +38 +0.9%
EW
1475
Evoke Wealth
California
$842K -$56.9K -302 -7%
57 58
59
60 61