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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
901
Heartwood Wealth Advisors
Virginia
$228K +$208K +1,037 New
GIA
902
GHP Investment Advisors
Colorado
$227K -$5.41K -27 -3%
BB
903
Busey Bank
Illinois
$225K +$205K +1,023 New
MA
904
Mutual Advisors
Nebraska
$224K +$192K +958 New
LW
905
Linscomb Wealth
Texas
$223K +$204K +1,017 New
FTC
906
Farmers Trust Company
Ohio
$223K +$203K +1,015 New
WB
907
WesBanco Bank
West Virginia
$223K +$203K +1,014 New
AMM
908
American Money Management
California
$222K +$203K +1,011 New
WF
909
Wayfinding Financial
Washington
$221K – – –
HW
910
Hancock Whitney
Mississippi
$221K +$202K +1,006 New
RF
911
Rossby Financial
Florida
$219K -$2.2K -11 -1%
WRPWM
912
Werba Rubin Papier Wealth Management
California
$218K +$199K +992 New
TTWM
913
TCV Trust & Wealth Management
Virginia
$218K +$199K +992 New
HCMT
914
Highland Capital Management (Tennessee)
Tennessee
$216K +$197K +984 New
MTIC
915
Missouri Trust & Investment Company
Missouri
$214K +$195K +975 New
CWG
916
Cornerstone Wealth Group
North Carolina
$213K +$195K +972 New
CIA
917
Capital Investment Advisors
Georgia
$213K +$194K +970 New
MFG
918
Magnus Financial Group
New York
$213K +$194K +969 New
FAN
919
Financial Advisors Network
California
$212K +$193K +964 New
FWP
920
FAS Wealth Partners
Kansas
$212K +$193K +963 New
TCWA
921
Turtle Creek Wealth Advisors
Texas
$211K +$193K +961 New
MA
922
Montag & Associates
Georgia
$210K +$110K +550 +135%
DCBT
923
Dakota Community Bank & Trust
North Dakota
$209K +$9.82K +49 +5%
LI
924
LRI Investments
Florida
$209K -$17.4K -87 -8%
LCM
925
Leisure Capital Management
California
$208K +$190K +949 New
35 36
37
38 39