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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1676
Merit Financial Group
Georgia
$244K +$249K +3,319 New
BS
1677
Bessemer Securities
New York
$243K – – –
DOA
1678
D'Orazio & Associates
Virginia
$243K – – –
KP
1679
Keel Point
Alabama
$243K +$1.43K +19 +0.6%
AHB
1680
Abner Herrman & Brock
New Jersey
$243K +$248K +3,306 New
VC
1681
Veracity Capital
Georgia
$242K -$268K -3,562 -52%
GIM
1682
Grassi Investment Management
California
$242K +$247K +3,287 New
TW
1683
TrinityPoint Wealth
Connecticut
$241K -$529K -7,036 -68%
HCMNY
1684
Howard Capital Management (New York)
New York
$241K -$7.51K -100 -3%
SSW
1685
Smith Shellnut Wilson
Mississippi
$241K – – –
NFG
1686
Nations Financial Group
Iowa
$240K -$57.7K -768 -19%
EP
1687
EPIQ Partners
Minnesota
$240K – – –
CCP
1688
Cardan Capital Partners
Colorado
$240K +$245K +3,257 New
IFO
1689
Independent Family Office
New York
$240K +$245K +3,260 New
NAM
1690
NTV Asset Management
West Virginia
$239K +$244K +3,241 New
PFO
1691
Pathstone Family Office
New Jersey
$238K -$63.9K -850 -21%
MW
1692
Marcum Wealth
Ohio
$234K -$11.2K -149 -4%
PFGIA
1693
Patriot Financial Group Insurance Agency
Massachusetts
$234K +$4.06K +54 +2%
RSC
1694
Red Spruce Capital
Pennsylvania
$234K +$239K +3,184 New
WP
1695
WealthSource Partners
California
$233K -$48.2K -641 -17%
GCP
1696
Gill Capital Partners
Colorado
$233K -$11.6K -154 -5%
MGWM
1697
Marks Group Wealth Management
Minnesota
$233K +$238K +3,165 New
FHA
1698
First Horizon Advisors
Tennessee
$232K -$35K -466 -13%
HIM
1699
Hotaling Investment Management
Pennsylvania
$232K -$23.1K -308 -9%
SWM
1700
Sugarloaf Wealth Management
Georgia
$232K +$451 +6 +0.2%
66 67
68
69 70