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Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
501
First Personal Financial Services
North Carolina
$33K – – –
FHC
502
First Horizon Corporation
Tennessee
$32K – – –
GAM
503
Gemmer Asset Management
California
$31K – – –
GWM
504
Geneos Wealth Management
Colorado
$31K +$1.84K +5 +7%
SFS
505
Sowell Financial Services
Arkansas
$30K -$70.8K -192 -73%
AF
506
Advisornet Financial
Minnesota
$30K – – –
WTC
507
WhitTier Trust Company
Nevada
$26K +$14K +38 +152%
VCG
508
Vantage Consulting Group
Virginia
$26K +$23.2K +63 New
TFS
509
TrustCore Financial Services
Tennessee
$25K – – –
PCG
510
Private Capital Group
Connecticut
$24K -$2.95K -8 -12%
RPWA
511
Regent Peak Wealth Advisors
Georgia
$24K +$21.8K +59 New
PGAM
512
Princeton Global Asset Management
New Jersey
$23K – – –
APP
513
Alpha Paradigm Partners
Illinois
$23K +$20.3K +55 New
CI
514
CX Institutional
Indiana
$21K +$7.01K +19 +58%
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$18.8K +51 New
TFIPS
516
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.6K +$18.4K +50 New
CAAS
517
Capital Asset Advisory Services
Michigan
$20K +$17.7K +48 New
MAM
518
Meeder Asset Management
Ohio
$19K +$5.17K +14 +42%
EWA
519
Evolution Wealth Advisors
Florida
$19K +$14.8K +40 +571%
AWM
520
Avior Wealth Management
Nebraska
$19K +$17.7K +48 New
CHC
521
City Holding Co
West Virginia
$17K – – –
LC
522
Lindbrook Capital
California
$16K -$5.53K -15 -28%
BCA
523
Berman Capital Advisors
Georgia
$15K +$2.58K +7 +23%
CTC
524
Central Trust Company
Missouri
$14K – – –
IA
525
IFP Advisors
Florida
$13K -$6.27K -17 -35%
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