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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1526
J.L. Bainbridge & Co
Florida
$431K – – –
RIG
1527
Renaissance Investment Group
Massachusetts
$429K -$130K -1,534 -23%
IP
1528
Ignite Planners
California
$427K +$140K +1,652 +49%
SMC
1529
Smith, Moore & Co
Missouri
$426K +$9.01K +106 +2%
HGWM
1530
Horst & Graben Wealth Management
Oregon
$425K +$2.46K +29 +0.6%
DJSG
1531
D.J. St. Germain
Massachusetts
$424K – – –
FMN
1532
Financial Management Network
California
$423K -$1.44K -17 -0.4%
FHC
1533
First Heartland Consultants
Missouri
$423K +$17.1K +201 +4%
XT
1534
XTX Topco
Cayman Islands
$421K +$424K +4,994 New
SWA
1535
Sutton Wealth Advisors
Florida
$421K +$11.8K +139 +3%
RP
1536
Rice Partnership
Hawaii
$420K -$17K -200 -4%
SPWG
1537
Sage Private Wealth Group
Illinois
$418K +$1.1K +13 +0.3%
BTI
1538
Blue Trust Inc
Georgia
$418K +$155K +1,825 +50%
NHC
1539
Nicholas Hoffman & Company
Georgia
$417K +$85 +1 +0%
MSFS
1540
Main Street Financial Solutions
Pennsylvania
$416K +$9.43K +111 +2%
SIG
1541
Stonegate Investment Group
Alabama
$415K -$3.57K -42 -0.8%
AIA
1542
AIMZ Investment Advisors
California
$415K – – –
PIA
1543
Perennial Investment Advisors
California
$413K -$375K -4,409 -47%
PB
1544
Pinnacle Bancorp
Nebraska
$411K – – –
SC
1545
SRB Corp
Massachusetts
$410K +$413K +4,858 New
CNBTD
1546
Citizens National Bank Trust Department
Mississippi
$409K -$237K -2,795 -37%
AAM
1547
Arabesque Asset Management
United Kingdom
$409K +$412K +4,854 New
WG
1548
Welch Group
Alabama
$407K -$2.29K -27 -0.6%
WAM
1549
Wolverine Asset Management
Illinois
$407K +$411K +4,840 New
ECG
1550
Edge Capital Group
Georgia
$405K -$1.85M -21,835 -82%
60 61
62
63 64