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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1276
Mosaic Family Wealth
Missouri
$269K -$594K -10,503 -69%
SWA
1277
SFMG Wealth Advisors
Texas
$269K +$623 +11 +0.2%
GLI
1278
Guardian Life Insurance
New York
$269K +$79K +1,396 +43%
ITIM
1279
Indiana Trust & Investment Management
Indiana
$268K +$25.1K +444 +11%
BI
1280
Ballast Inc
Kentucky
$268K +$264K +4,672 New
GEA
1281
Glen Eagle Advisors
New Jersey
$266K +$11.3K +200 +5%
TA
1282
Tiedemann Advisors
New York
$264K +$679 +12 +0.3%
SSWM
1283
Sheets Smith Wealth Management
North Carolina
$264K +$4.53K +80 +2%
NCM
1284
Noesis Capital Mangement
Florida
$262K +$26.6K +470 +11%
RA
1285
RFG Advisory
Alabama
$259K +$10.2K +181 +4%
BAM
1286
Belpointe Asset Management
Nevada
$258K +$113 +2 +0%
PMFA
1287
Plante Moran Financial Advisors
Michigan
$257K +$12.4K +219 +5%
NCM
1288
Northwest Capital Management
Oregon
$256K +$252K +4,453 New
VDI
1289
Vaughan David Investments
Illinois
$253K – – –
WPC
1290
Waters Parkerson & Co
Louisiana
$253K – – –
RFO
1291
RiverGlades Family Offices
Florida
$252K +$248K +4,390 New
OA
1292
Opes Advisors
California
$250K +$246K +4,345 New
GIM
1293
Groesbeck Investment Management
New Jersey
$247K -$1.74M -30,802 -88%
WCA
1294
Whetstone Capital Advisors
Kansas
$247K – – –
HB
1295
Homrich & Berg
Georgia
$247K +$15.8K +279 +7%
AIP
1296
ARS Investment Partners
New York
$246K -$26.4K -467 -10%
RGC
1297
Roberts, Glore & Co
Illinois
$246K – – –
POIA
1298
Pin Oak Investment Advisors
Texas
$246K +$243K +4,290 New
SGK
1299
Steigerwald Gordon & Koch
Virginia
$245K -$22.6K -400 -9%
BONST
1300
Bank of Nova Scotia Trust
Ontario, Canada
$244K -$47.6K -841 -17%
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