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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
776
Concourse Financial Group Securities
Alabama
$87.5K -$14K -109 -15%
LC
777
Lindbrook Capital
California
$84.4K +$8.49K +66 +12%
CFG
778
CKW Financial Group
Hawaii
$84K – – –
DCBT
779
Dakota Community Bank & Trust
North Dakota
$82.9K +$5.79K +45 +8%
HGERS
780
Householder Group Estate & Retirement Specialist
Arizona
$80K -$24.8K -193 -25%
GBT
781
Grove Bank & Trust
Florida
$76.9K -$6.43K -50 -8%
CTC
782
Central Trust Company
Missouri
$73.9K -$129 -1 -0.2%
PFBT
783
Parkside Financial Bank & Trust
Missouri
$72.8K +$2.96K +23 +5%
IGWM
784
ICA Group Wealth Management
Colorado
$72.8K +$66.6K +518 New
CFO
785
CVA Family Office
Colorado
$70.8K +$64.8K +504 New
BBPWM
786
Blue Bell Private Wealth Management
Pennsylvania
$69.5K – – –
NIMI
787
Natixis Investment Managers International
France
$68K -$26.2K -204 -30%
ZB
788
Zions Bancorporation
Utah
$66.6K -$514 -4 -0.8%
TFIPS
789
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66K +$60.5K +470 New
HWA
790
HHM Wealth Advisors
Tennessee
$65.3K +$27K +210 +82%
BCM
791
Bourgeon Capital Management
Connecticut
$63.7K +$257 +2 +0.4%
CBT
792
Central Bank & Trust
Kentucky
$63.2K – – –
WTA
793
Washington Trust Advisors
Massachusetts
$63.1K – – –
BWAM
794
Boyd Watterson Asset Management
Ohio
$62.5K – – –
PIM
795
Plato Investment Management
Australia
$60.7K +$55.6K +432 New
IA
796
IFP Advisors
Florida
$58.9K -$208K -1,617 -79%
MA
797
Montag & Associates
Georgia
$57.3K – – –
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$56.5K -$14K -109 -21%
LPP
799
Life Planning Partners
Florida
$54.2K +$49.6K +386 New
CCA
800
Criterion Capital Advisors
Tennessee
$53K +$48.5K +377 New
30 31
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