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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1501
Garrison Point Advisors
California
$655K – – –
LCS
1502
Levin Capital Strategies
New York
$655K – – –
MFG
1503
Menard Financial Group
Texas
$653K +$16.8K +176 +3%
CAM
1504
ClariVest Asset Management
California
$653K +$582K +6,100 New
IWA
1505
Independence Wealth Advisors
Virginia
$650K -$47.4K -496 -8%
BOPW
1506
Brandywine Oak Private Wealth
Pennsylvania
$650K +$43K +450 +8%
IA
1507
Insight Advisors
Pennsylvania
$649K +$579K +6,063 New
PSP
1508
Principal Street Partners
Tennessee
$648K -$25.3K -265 -4%
MGIA
1509
Moneta Group Investment Advisors
Missouri
$645K +$1.15K +12 +0.2%
BFA
1510
Beacon Financial Advisory
Ohio
$645K +$57.5K +602 +11%
PWMG
1511
Prestige Wealth Management Group
New Jersey
$643K +$62.6K +656 +12%
TSS
1512
Thomas Story & Son
Indiana
$642K – – –
IF
1513
Intrua Financial
Texas
$642K +$53.1K +556 +10%
BHWM
1514
Bar Harbor Wealth Management
New Hampshire
$640K -$45.6K -478 -7%
DTC
1515
Davidson Trust Company
Washington
$638K +$198K +2,070 +53%
AW
1516
ACG Wealth
Georgia
$635K -$4.2K -44 -0.7%
QI
1517
Qtron Investments
Massachusetts
$635K +$130K +1,357 +30%
FWP
1518
FAS Wealth Partners
Kansas
$631K +$191 +2 +0%
WA
1519
WP Advisors
California
$630K +$2.58K +27 +0.5%
BC
1520
Belmont Capital
California
$629K – – –
CNBTD
1521
Citizens National Bank Trust Department
Mississippi
$628K -$584K -6,115 -51%
CRI
1522
Colonial River Investments
Virginia
$628K +$565K +5,921 New
EM
1523
Excalibur Management
Massachusetts
$627K – – –
TSWM
1524
Triangle Securities Wealth Management
North Carolina
$627K – – –
SBSB
1525
Sullivan, Bruyette, Speros & Blaney
Virginia
$627K +$90.6K +949 +19%
59 60
61
62 63