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Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
676
Marble Harbor Investment Counsel
Massachusetts
$544K – – –
AWS
677
Atria Wealth Solutions
New York
$542K -$656K -12,829 -56%
WWA
678
Wisconsin Wealth Advisors
Wisconsin
$540K +$83.7K +1,637 +19%
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$539K -$150K -2,940 -22%
HPM
680
Hoxton Planning & Management
West Virginia
$538K -$358 -7 -0.1%
CA
681
Cannon Advisors
North Carolina
$536K -$33.8K -660 -6%
AF
682
Advisornet Financial
Minnesota
$535K +$61.8K +1,208 +14%
KAS
683
KPP Advisory Services
Kentucky
$532K -$33.4K -653 -6%
HH
684
Hilltop Holdings
Texas
$530K +$6.96K +136 +1%
GC
685
Guggenheim Capital
Illinois
$528K +$37.8K +739 +8%
CCG
686
Ceeto Capital Group
Florida
$528K -$76.7K -1,500 -13%
WDA
687
Wendell David Associates
New Hampshire
$523K -$6.39K -125 -1%
IFU
688
iSAM Funds (UK)
United Kingdom
$522K +$236K +4,621 +88%
MOS
689
MGO One Seven
Ohio
$520K -$85.8K -1,677 -15%
HNB
690
Hilltop National Bank
Wyoming
$516K +$500K +9,770 New
TNB
691
Thomasville National Bank
Georgia
$515K – – –
SVWAG
692
Sound View Wealth Advisors Group
Georgia
$514K -$10.8K -212 -2%
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$514K -$6.75K -132 -1%
HA
694
Herold Advisors
New York
$513K -$498K -9,748 -50%
SBWIC
695
Schaper Benz & Wise Investment Counsel
Wisconsin
$513K – – –
MIA
696
MeadowBrook Investment Advisors
Michigan
$508K -$22K -430 -4%
BCM
697
Brookstone Capital Management
Illinois
$508K +$108K +2,109 +28%
PCP
698
Proficio Capital Partners
Massachusetts
$496K +$5.01K +98 +1%
RIG
699
Renaissance Investment Group
Massachusetts
$496K -$178K -3,480 -27%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$495K +$480K +9,385 New
26 27
28
29 30