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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
851
NorthRock Partners
Minnesota
$315K -$45.2K -800 -12%
BCMLT
852
Beacon Capital Management LLC (Tennessee)
Tennessee
$313K +$12.9K +229 +4%
NB
853
NBT Bank
New York
$313K – – –
OTL
854
Oak Thistle LLC
New York
$313K +$333K +5,899 New
WA
855
Wambolt & Associates
Colorado
$313K +$282 +5 +0.1%
EFG
856
Ethos Financial Group
Pennsylvania
$311K +$1.7K +30 +0.5%
SI
857
Seeds Investor
New York
$310K -$30.1K -533 -8%
CF
858
Copperwynd Financial
Arizona
$309K +$85K +1,505 +35%
SFI
859
Siemens Fonds Invest
Germany
$309K +$11.9K +210 +4%
CIC
860
Crawford Investment Counsel
Georgia
$305K – – –
RCM
861
Ridgepath Capital Management
Tennessee
$305K +$1.36K +24 +0.4%
AMBIA
862
Allen Mooney & Barnes Investment Advisors
Georgia
$304K +$11.2K +198 +4%
PFPT
863
Pinnacle Financial Partners (Tennessee)
Tennessee
$302K +$1.98K +35 +0.6%
MA
864
Montag & Associates
Georgia
$301K +$283K +5,010 +753%
FRA
865
Frank Rimerman Advisors
California
$299K +$10.2K +180 +3%
OFA
866
Oak Family Advisors
Illinois
$298K -$2.83K -50 -0.9%
LF
867
LifeSteps Financial
California
$297K +$26.9K +476 +9%
JCM
868
Jacobi Capital Management
Pennsylvania
$297K -$116K -2,046 -27%
MAG
869
M3 Advisory Group
Massachusetts
$297K +$4.75K +84 +2%
WE
870
Wealth Effects
Massachusetts
$296K -$42.4K -750 -12%
LWM
871
LongView Wealth Management
Georgia
$294K -$3.39K -60 -1%
LSAG
872
Lake Street Advisors Group
New Hampshire
$293K +$7.23K +128 +2%
FBT
873
First Bankers Trust
Kentucky
$293K -$42.4K -750 -12%
CI
874
Cigna Investments
Connecticut
$292K -$5.93K -105 -2%
AWA
875
Arkadios Wealth Advisors
Georgia
$291K -$193K -3,413 -38%
33 34
35
36 37