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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
601
IFG Advisory
Georgia
$212K – – –
FCBT
602
First Citizens Bank & Trust
North Carolina
$211K +$215K +2,694 New
PFM
603
Patton Fund Management
Texas
$211K -$70.2K -881 -25%
PI
604
PFG Investments
New York
$209K – – –
RBFC
605
Roman Butler Fullerton & Co
Missouri
$209K +$22.1K +277 +10%
1C
606
111 Capital
France
$209K -$199K -2,496 -48%
SCA
607
Snowden Capital Advisors
New York
$208K +$12.4K +155 +6%
SW
608
Simplicity Wealth
New Jersey
$206K +$210K +2,631 New
MCM
609
MAI Capital Management
Ohio
$206K -$4.54K -57 -2%
ET
610
Entropy Technologies
New York
$206K +$209K +2,628 New
SWTS
611
Stonehaven Wealth & Tax Solutions
Wisconsin
$206K +$478 +6 +0.2%
CPC
612
CFC Planning Company
Indiana
$205K -$93.1K -1,168 -31%
FFA
613
Farther Finance Advisors
California
$203K +$17.1K +214 +9%
BAM
614
Belpointe Asset Management
Nevada
$201K -$2.31K -29 -1%
NA
615
Nestegg Advisors
New York
$200K – – –
S
616
SignatureFD
Georgia
$183K -$14.7K -185 -7%
AT
617
Avalon Trust
New Mexico
$182K – – –
CFO
618
CVA Family Office
Colorado
$174K – – –
CM
619
Castleark Management
Illinois
$169K – – –
AIP
620
Ameritas Investment Partners
Nebraska
$167K -$9.8K -123 -5%
AGWCA
621
Annis Gardner Whiting Capital Advisors
Florida
$165K -$53.1K -667 -24%
MA
622
Montag & Associates
Georgia
$159K -$398 -5 -0.2%
TWC
623
TD Waterhouse Canada
Ontario, Canada
$158K – – –
UB
624
UMB Bank
Missouri
$152K +$3.75K +47 +2%
BTI
625
Blue Trust Inc
Georgia
$150K -$3.9K -49 -3%
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