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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1451
High Note Wealth
Minnesota
$190K +$1.97K +28 +1%
PFBT
1452
Parkside Financial Bank & Trust
Missouri
$190K +$1.06K +15 +0.5%
IBOK
1453
Independence Bank of Kentucky
Kentucky
$188K – – –
OL
1454
OneFund LLC
Florida
$185K +$7.33K +104 +4%
RFP
1455
Root Financial Partners
California
$183K -$95.3K -1,352 -33%
1IA
1456
1620 Investment Advisors
Massachusetts
$181K -$141 -2 -0.1%
QC
1457
Quent Capital
New York
$180K +$190K +2,691 New
SIM
1458
Sentry Investment Management
Wisconsin
$179K -$55.3K -784 -25%
MEG
1459
Millstone Evans Group
Colorado
$178K – – –
GWM
1460
Geneos Wealth Management
Colorado
$174K -$106K -1,509 -37%
HPC
1461
HM Payson & Co
Maine
$171K -$5.64K -80 -3%
GBT
1462
Grove Bank & Trust
Florida
$170K – – –
CWM
1463
Consultiva Wealth Management
Puerto Rico
$165K – – –
PAM
1464
Palisade Asset Management
Minnesota
$157K +$165K +2,337 New
QWM
1465
Quaker Wealth Management
New Jersey
$149K +$7.05K +100 +5%
BC
1466
Broadwater Capital
Massachusetts
$148K – – –
ADL
1467
Asset Dedication LLC
California
$147K +$29K +411 +23%
C
1468
Covestor
United Kingdom
$144K +$20.9K +296 +16%
BLC
1469
Brown, Lisle/Cummings
Rhode Island
$143K – – –
EB
1470
Eastern Bank
Massachusetts
$141K +$19.5K +277 +15%
CSPIA
1471
Cary Street Partners Investment Advisory
Virginia
$139K -$1.76K -25 -1%
AAS
1472
Ameritas Advisory Services
Nebraska
$138K -$1.2M -17,032 -89%
OA
1473
Operose Advisors
Wisconsin
$134K – – –
DCBT
1474
Dakota Community Bank & Trust
North Dakota
$133K +$10.4K +147 +8%
OC
1475
Oakworth Capital
Alabama
$129K +$120K +1,703 +788%
57 58
59
60 61