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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1676
Waters Parkerson & Co
Louisiana
$320K – – –
YWP
1677
YorkBridge Wealth Partners
New York
$320K +$322K +3,793 New
RWA
1678
River Wealth Advisors
Pennsylvania
$319K +$17.3K +204 +6%
WAOI
1679
Wealth Advisors of Iowa
Iowa
$319K +$96.8K +1,139 +43%
WI
1680
WrapManager Inc
California
$318K -$32.5K -383 -9%
SAM
1681
SignalPoint Asset Management
Missouri
$318K -$9.86K -116 -3%
CNC
1682
Canandaigua National Corp
New York
$318K – – –
SFP
1683
Sweet Financial Partners
Minnesota
$318K +$1.1K +13 +0.3%
JSW
1684
Journey Strategic Wealth
New Jersey
$318K +$321K +3,778 New
RFWA
1685
RPg Family Wealth Advisory
Massachusetts
$317K – – –
WWM
1686
Windsor Wealth Management
Indiana
$316K -$5.18K -61 -2%
CL
1687
CIM LLC
New York
$315K -$35.7K -420 -10%
OC
1688
Oakworth Capital
Alabama
$315K – – –
CM
1689
Columbus Macro
Pennsylvania
$314K -$2.55K -30 -0.8%
FBT
1690
First Bankers Trust
Kentucky
$313K -$200K -2,356 -39%
BFA
1691
Beaumont Financial Advisors
Massachusetts
$312K -$31.5K -371 -9%
FCFC
1692
First Commonwealth Financial Corp
Pennsylvania
$312K -$18.7K -220 -6%
PFBT
1693
Parkside Financial Bank & Trust
Missouri
$312K +$8.84K +104 +3%
AFA
1694
American Financial Advisors
Georgia
$311K -$5.27K -62 -2%
JBA
1695
Johnson Bixby & Associates
Washington
$311K – – –
SCI
1696
S&CO Inc
Massachusetts
$311K – – –
6F
1697
626 Financial
Michigan
$311K +$1.78K +21 +0.6%
CAL
1698
Capital Advisors Ltd
Ohio
$311K +$39.5K +465 +14%
ATC
1699
Adirondack Trust Company
New York
$308K -$19.6K -231 -6%
AFM
1700
Abbot Financial Management
Massachusetts
$308K -$8.49K -100 -3%
66 67
68
69 70