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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1626
Halbert Hargrove Global Advisors
California
$250K -$6.31K -74 -3%
RHJA
1627
Rice Hall James & Associates
California
$250K – – –
DWA
1628
Dougherty Wealth Advisers
Minnesota
$249K – – –
FFG
1629
Frisch Financial Group
New York
$249K +$3.24K +38 +1%
BL
1630
Balentine LLC
Georgia
$248K +$65.9K +773 +38%
AWM
1631
AllSquare Wealth Management
New York
$246K – – –
HCP
1632
Holt Capital Partners
Texas
$246K – – –
ITIM
1633
Indiana Trust & Investment Management
Indiana
$245K – – –
WCM
1634
Wedge Capital Management
North Carolina
$245K +$3.84K +45 +2%
MFG
1635
Merit Financial Group
Georgia
$245K +$238K +2,789 New
SC
1636
SouthState Corp
Florida
$244K -$41.4K -485 -15%
CFS
1637
CRA Financial Services
New Jersey
$244K +$10.2K +120 +5%
AW
1638
Alpha Windward
Massachusetts
$243K – – –
ECA
1639
Elevated Capital Advisors
Utah
$242K +$235K +2,756 New
HW
1640
Hamilton Wealth
California
$240K – – –
CSPIA
1641
Cary Street Partners Investment Advisory
Virginia
$240K +$232K +2,726 New
TFF
1642
The Family Firm
Maryland
$238K +$853 +10 +0.4%
HR
1643
Hayden Royal
North Carolina
$238K +$226K +2,651 New
FNBOO
1644
First National Bank of Omaha
Nebraska
$237K -$5.46K -64 -2%
CHA
1645
Cooper/Haims Advisors
New York
$237K – – –
CAGAS
1646
Capital Advisory Group Advisory Services
Minnesota
$237K +$220K +2,577 +2,184%
DWM
1647
Destination Wealth Management
California
$237K +$230K +2,692 New
MFW
1648
Mosaic Family Wealth
Missouri
$235K -$156K -1,827 -41%
ESBC
1649
E.S. Barr & Co
Kentucky
$235K – – –
CC
1650
Cedar Capital
Illinois
$235K +$3.67K +43 +2%
64 65
66
67 68