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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1526
Creekside Partners
California
$472K +$21.3K +206 +4%
BOPW
1527
Brandywine Oak Private Wealth
Pennsylvania
$471K – – –
SCM
1528
SCS Capital Management
Massachusetts
$470K +$495K +4,787 New
FNT
1529
First National Trust
Pennsylvania
$470K -$55.3K -535 -10%
DE
1530
Diversified Enterprises
Delaware
$469K +$111K +1,075 +29%
MWM
1531
Manske Wealth Management
Texas
$468K +$15.3K +148 +3%
BOJHT
1532
Bank of Jackson Hole Trust
Wyoming
$468K -$211K -2,037 -34%
FFP
1533
FourThought Financial Partners
Florida
$468K -$13.9K -134 -3%
LAM
1534
L2 Asset Management
Massachusetts
$465K +$45.9K +444 +10%
XF
1535
XML Financial
Maryland
$465K -$29.4K -284 -6%
BEC
1536
Blue Edge Capital
Virginia
$464K – – –
WFI
1537
West Family Investments
California
$464K +$41.7K +403 +9%
LC
1538
Lavaca Capital
Texas
$464K – – –
RDWM
1539
Red Door Wealth Management
Tennessee
$462K -$28.3K -274 -5%
MWP
1540
Meriwether Wealth & Planning
Louisiana
$462K +$20.8K +201 +4%
APP
1541
Avantax Planning Partners
Iowa
$462K -$851K -8,231 -64%
AF
1542
Abound Financial
California
$459K – – –
3IP
1543
3Chopt Investment Partners
Virginia
$457K +$482K +4,660 New
FNT
1544
First Nebraska Trust
Nebraska
$455K -$23.7K -229 -5%
MIC
1545
Meridian Investment Counsel
California
$454K -$15.5K -150 -3%
FMLI
1546
Fukoku Mutual Life Insurance
Japan
$452K – – –
KIG
1547
Kessler Investment Group
Indiana
$452K -$116K -1,123 -20%
AF
1548
Arrow Financial
New York
$451K – – –
AIM
1549
Acropolis Investment Management
Missouri
$450K -$310 -3 -0.1%
NFC
1550
Northeast Financial Consultants
Connecticut
$450K +$103 +1 +0%
60 61
62
63 64