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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1401
Riversedge Advisors
Delaware
$220K +$63.6K +484 +35%
LCM
1402
LCM Capital Management
Illinois
$220K – – –
ZWA
1403
Zinnia Wealth Advisory
Florida
$219K -$56K -426 -19%
IBOK
1404
Independence Bank of Kentucky
Kentucky
$219K +$13.1K +100 +6%
PF
1405
Phoenix Financial
Israel
$219K +$243K +1,850 New
CF
1406
Centaurus Financial
California
$219K -$37.3K -284 -13%
APP
1407
Avantax Planning Partners
Iowa
$218K +$242K +1,838 New
JFGLC
1408
Johnson Financial Group LLC (Colorado)
Colorado
$218K +$7.88K +60 +3%
CFS
1409
Commonwealth Financial Services
West Virginia
$217K +$34.4K +262 +17%
MFG
1410
Magnus Financial Group
New York
$217K -$474K -3,608 -66%
RFS
1411
RM Financial Services
Maine
$217K – – –
ESB
1412
Essex Savings Bank
Connecticut
$217K +$4.34K +33 +2%
PPC
1413
Pennington Partners & Co
Maryland
$215K +$238K +1,814 New
OL
1414
Optas LLC
Texas
$214K +$12.6K +96 +6%
SWA
1415
SFMG Wealth Advisors
Texas
$214K – – –
MPWT
1416
MassMutual Private Wealth & Trust
Connecticut
$214K -$93.2K -709 -28%
PFGIA
1417
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$237K +1,804 New
EWA
1418
Exit Wealth Advisors
Georgia
$214K +$7.36K +56 +3%
FFP
1419
FourThought Financial Partners
Florida
$213K -$12.2K -93 -5%
EWM
1420
Evercore Wealth Management
New York
$212K -$263K -2,000 -53%
ZIC
1421
ZWJ Investment Counsel
Georgia
$212K -$8.15K -62 -3%
HW
1422
Hancock Whitney
Mississippi
$211K +$25.8K +196 +13%
PWA
1423
Portus Wealth Advisors
North Carolina
$210K – – –
DLA
1424
Douglas Lane & Associates
New York
$210K – – –
OCBCO
1425
Oversea-Chinese Banking Corp (OCBC)
Singapore
$210K +$788 +6 +0.3%
55 56
57
58 59