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Name Holding Trade Value Shares
Change 		Change in
Stake
LFIA
1301
Legacy Financial Independent Advisors
Kentucky
$222K -$4.92K -26 -2%
3IP
1302
3Chopt Investment Partners
Virginia
$222K +$25.6K +135 +11%
BIG
1303
Brookwood Investment Group
Arizona
$220K +$249K +1,314 New
CIC
1304
Crawford Investment Counsel
Georgia
$219K +$5.68K +30 +2%
LWA
1305
Legacy Wealth Advisors
Florida
$219K +$247K +1,303 New
FCBT
1306
First Citizens Bank & Trust
North Carolina
$218K -$18.7K -99 -7%
DW30
1307
Drucker Wealth 3.0
New Jersey
$218K +$246K +1,301 New
CAM
1308
Claret Asset Management
Quebec, Canada
$218K +$246K +1,297 New
YLHM
1309
Yelin Lapidot Holdings Management
Israel
$218K -$8.71K -46 -3%
GIA
1310
GHP Investment Advisors
Colorado
$215K +$68.2K +360 +39%
TWP
1311
Tempus Wealth Planning
California
$215K -$157K -827 -39%
ZBNA
1312
Zions Bancorporation, National Association
Utah
$213K +$46K +243 +24%
CWA
1313
Centennial Wealth Advisory
Michigan
$213K +$20.3K +107 +9%
PR
1314
Payden & Rygel
California
$213K -$15.4M -81,100 -98%
OL
1315
OneFund LLC
Florida
$213K -$10.2K -54 -4%
BST
1316
Bath Savings Trust
Maine
$211K – – –
HIM
1317
Hanlon Investment Management
New Jersey
$210K +$379 +2 +0.2%
JWM
1318
Jeppson Wealth Management
California
$210K +$237K +1,252 New
UAG
1319
United Advisor Group
Ohio
$208K +$32.6K +172 +16%
SYBT
1320
Stock Yards Bank & Trust
Kentucky
$208K -$32.6K -172 -12%
OF
1321
Outfitter Financial
Maine
$208K -$228K -1,205 -49%
SW
1322
SVB Wealth
Massachusetts
$208K -$26.5K -140 -10%
TIA
1323
TCFG Investment Advisors
California
$208K +$22.2K +117 +10%
WFAG
1324
Worth Financial Advisory Group
North Carolina
$208K +$234K +1,237 New
RPWA
1325
Regent Peak Wealth Advisors
Georgia
$206K -$15.5K -82 -6%
51 52
53
54 55