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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1526
Adell Harriman & Carpenter
Texas
$306K -$71.7K -931 -19%
TA
1527
TFG Advisers
Michigan
$304K -$9.24K -120 -3%
BWM
1528
BerganKDV Wealth Management
Minnesota
$304K +$6.01K +78 +2%
SIC
1529
Schwartz Investment Counsel
Michigan
$304K -$308K -4,000 -50%
PIA
1530
Pinion Investment Advisors
Kansas
$303K +$307K +3,992 New
WWM
1531
Western Wealth Management
Colorado
$302K -$18.9K -246 -6%
MSS
1532
Mitchell Sinkler & Starr
Pennsylvania
$302K +$70.5K +915 +30%
XWM
1533
Xcel Wealth Management
Florida
$302K +$5.39K +70 +2%
LMKC
1534
L.M. Kohn & Company
Ohio
$301K -$15.4K -200 -5%
LFA
1535
Legacy Financial Advisors
Kentucky
$300K +$305K +3,955 New
OR
1536
Olympiad Research
Connecticut
$299K +$303K +3,937 New
EW
1537
Evoke Wealth
California
$299K -$5.31K -69 -2%
FMB
1538
Field & Main Bank
Kentucky
$299K -$20.8K -270 -6%
PGH
1539
Partners Group Holding
Switzerland
$296K – – –
SVWAG
1540
Sound View Wealth Advisors Group
Georgia
$295K +$299K +3,880 New
LFA
1541
Laraway Financial Advisors
Minnesota
$292K – – –
WE
1542
Wealth Effects
Massachusetts
$292K +$34.7K +450 +13%
IF
1543
Intrua Financial
Texas
$292K -$31.7K -412 -8%
KIA
1544
KCM Investment Advisors
California
$290K -$130K -1,685 -31%
VCP
1545
Verus Capital Partners
Arizona
$289K +$20.5K +266 +8%
WAL
1546
W Advisors LLC
Tennessee
$288K -$10.3K -134 -3%
CNBTD
1547
Citizens National Bank Trust Department
Mississippi
$287K -$24.6K -320 -8%
BTI
1548
Blue Trust Inc
Georgia
$287K -$419K -5,442 -57%
CCIA
1549
Cherry Creek Investment Advisors
Colorado
$286K -$19.3K -250 -6%
RA
1550
Rockingstone Advisors
Massachusetts
$285K -$47.8K -621 -14%
60 61
62
63 64