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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1451
Parkside Financial Bank & Trust
Missouri
$190K +$1.06K +15 +0.5%
IBOK
1452
Independence Bank of Kentucky
Kentucky
$188K – – –
OL
1453
OneFund LLC
Florida
$185K +$7.33K +104 +4%
RFP
1454
Root Financial Partners
California
$183K -$95.3K -1,352 -33%
1IA
1455
1620 Investment Advisors
Massachusetts
$181K -$141 -2 -0.1%
QC
1456
Quent Capital
New York
$180K +$190K +2,691 New
SIM
1457
Sentry Investment Management
Wisconsin
$179K -$55.3K -784 -25%
MEG
1458
Millstone Evans Group
Colorado
$178K – – –
GWM
1459
Geneos Wealth Management
Colorado
$174K -$106K -1,509 -37%
HPC
1460
HM Payson & Co
Maine
$171K -$5.64K -80 -3%
GBT
1461
Grove Bank & Trust
Florida
$170K – – –
CWM
1462
Consultiva Wealth Management
Puerto Rico
$165K – – –
PAM
1463
Palisade Asset Management
Minnesota
$157K +$165K +2,337 New
QWM
1464
Quaker Wealth Management
New Jersey
$149K +$7.05K +100 +5%
BC
1465
Broadwater Capital
Massachusetts
$148K -$11.4M -161,304 -99%
ADL
1466
Asset Dedication LLC
California
$147K +$29K +411 +23%
C
1467
Covestor
United Kingdom
$144K +$20.9K +296 +16%
BLC
1468
Brown, Lisle/Cummings
Rhode Island
$143K – – –
EB
1469
Eastern Bank
Massachusetts
$141K +$19.5K +277 +15%
CSPIA
1470
Cary Street Partners Investment Advisory
Virginia
$139K -$1.76K -25 -1%
AAS
1471
Ameritas Advisory Services
Nebraska
$138K -$1.2M -17,032 -89%
OA
1472
Operose Advisors
Wisconsin
$134K – – –
DCBT
1473
Dakota Community Bank & Trust
North Dakota
$133K +$10.4K +147 +8%
OC
1474
Oakworth Capital
Alabama
$129K +$120K +1,703 +788%
TFA
1475
Transamerica Financial Advisors
Florida
$126K +$133K +1,883 New
57 58
59
60 61