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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1501
Bahl & Gaynor
Ohio
$323K -$17.5K -227 -5%
HFM
1502
Harvest Fund Management
China
$323K +$99.4K +1,290 +44%
BFO
1503
Biltmore Family Office
North Carolina
$323K +$60.4K +784 +23%
CC
1504
Courier Capital
New York
$321K +$4.7K +61 +1%
NRD
1505
Nebula Research & Development
New York
$321K +$326K +4,229 New
WWP
1506
WR Wealth Planners
Missouri
$321K +$196K +2,541 +151%
TWI
1507
Thomas White International
Illinois
$320K – – –
AWM
1508
Axxcess Wealth Management
California
$319K +$324K +4,201 New
HCM
1509
Harvey Capital Management
Florida
$319K – – –
MW
1510
MBL Wealth
North Carolina
$318K +$323K +4,191 New
DWM
1511
Dorchester Wealth Management
Quebec, Canada
$318K -$18.5K -240 -5%
AFG
1512
Atomi Financial Group
New York
$317K +$322K +4,180 New
WSTAM
1513
Wilbanks Smith & Thomas Asset Management
Virginia
$317K -$109K -1,419 -25%
FC
1514
FORA Capital
Florida
$316K +$320K +4,161 New
PNC
1515
Park National Corp
Ohio
$316K -$273K -3,550 -46%
PPW
1516
Parcion Private Wealth
Washington
$315K +$6.32K +82 +2%
SFG
1517
Synergy Financial Group
California
$315K -$49.1K -637 -13%
SOS
1518
Silver Oak Securities
Tennessee
$314K -$38.4K -499 -11%
BFO
1519
Boston Family Office
Massachusetts
$314K – – –
SQA
1520
Simon Quick Advisors
New Jersey
$313K -$108K -1,401 -25%
WBG
1521
Wharton Business Group
Pennsylvania
$312K – – –
GSIAS
1522
Garden State Investment Advisory Services
New Jersey
$310K -$15.8K -205 -5%
AC
1523
Allstate Corporation
Illinois
$310K -$3.28M -42,618 -91%
IP
1524
Ignite Planners
California
$309K -$72.9K -947 -19%
FC
1525
Forte Capital
New York
$309K -$6.93K -90 -2%
59 60
61
62 63