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Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
1526
Leonard Rickey Investment Advisors
Washington
$595K +$141K +1,453 +31%
TFGT
1527
TS Financial Group (TSFG)
Illinois
$595K -$13.3K -137 -2%
HPC
1528
HM Payson & Co
Maine
$592K -$24.3K -250 -4%
AFG
1529
Atomi Financial Group
New York
$590K +$317K +3,256 +113%
PP
1530
Patten & Patten
Tennessee
$589K +$7.11K +73 +1%
BFG
1531
Berger Financial Group
Minnesota
$588K -$3.8K -39 -0.6%
JSC
1532
Jackson Square Capital
California
$588K -$1.75K -18 -0.3%
FFS
1533
Founders Financial Securities
Maryland
$586K +$21.3K +219 +4%
BDWCC
1534
B&D White Capital Company
Texas
$586K +$594K +6,100 New
SSWM
1535
Strait & Sound Wealth Management
California
$585K -$13.2K -136 -2%
FTWA
1536
Fifth Third Wealth Advisors
Ohio
$584K +$70.9K +728 +14%
AIA
1537
Alera Investment Advisors
Illinois
$583K -$11.8K -121 -2%
RFA
1538
ROI Financial Advisors
Oregon
$581K +$589K +6,050 New
EFMC
1539
Empire Financial Management Company
New York
$580K – – –
SWM
1540
Soundmark Wealth Management
Washington
$579K +$1.07K +11 +0.2%
PSP
1541
Principal Street Partners
Tennessee
$578K -$583K -5,992 -50%
FFM
1542
Forum Financial Management
Illinois
$577K -$66.5K -683 -10%
BC
1543
Belmont Capital
California
$575K -$185K -1,897 -24%
ANTB
1544
AMG National Trust Bank
Colorado
$575K -$53.9K -554 -8%
ILI
1545
Invesco LLC (Illinois)
Illinois
$573K +$48.8K +501 +9%
WKWM
1546
Walter & Keenan Wealth Management
Indiana
$569K – – –
FPWM
1547
FSB Premier Wealth Management
Iowa
$569K +$27.2K +279 +5%
WP
1548
WMS Partners
Maryland
$567K -$26.2K -269 -4%
CPC
1549
Cookson Peirce & Co
Pennsylvania
$567K +$52.9K +543 +10%
RW
1550
Rede Wealth
Virginia
$566K -$23.8K -245 -4%
60 61
62
63 64