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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1351
Rede Wealth
Virginia
$806K -$31.8K -135 -4%
LA
1352
Lynch & Associates
Indiana
$805K – – –
FP
1353
Financial Perspectives
Minnesota
$805K +$2.82K +12 +0.4%
FSA
1354
Fort Sheridan Advisors
Illinois
$804K +$254K +1,080 +53%
ATIA
1355
American Trust Investment Advisors
New Hampshire
$803K – – –
SGK
1356
Steigerwald Gordon & Koch
Virginia
$803K – – –
BC
1357
Brio Consultants
California
$803K +$19.1K +81 +3%
TI
1358
Truepoint Inc
Ohio
$803K +$156K +663 +27%
OBWG
1359
Onyx Bridge Wealth Group
New York
$802K +$93.9K +399 +17%
BS
1360
Boenning & Scattergood
Pennsylvania
$801K +$1.41K +6 +0.2%
NW
1361
NewEdge Wealth
Pennsylvania
$800K +$2.82K +12 +0.4%
TAM
1362
Tocqueville Asset Management
New York
$800K +$20.5K +87 +3%
CPA
1363
Clear Perspective Advisors
Illinois
$799K -$81.9K -348 -10%
CFMC
1364
Curbstone Financial Management Corp
New Hampshire
$799K – – –
TW
1365
Transform Wealth
Colorado
$799K – – –
LCC
1366
Lincoln Capital Corp
Rhode Island
$798K – – –
NFG
1367
Norris Financial Group
South Carolina
$796K +$724K +3,078 New
PMG
1368
ProVise Management Group
Florida
$795K -$246K -1,044 -25%
FSG
1369
Financial Strategies Group
Michigan
$794K -$706 -3 -0.1%
SB
1370
Sunflower Bank
Texas
$789K -$20.5K -87 -3%
VCM
1371
Virtue Capital Management
Tennessee
$788K -$130K -552 -15%
ACM
1372
Alpha Capital Management
Texas
$787K – – –
HPC
1373
HM Payson & Co
Maine
$786K +$3.53K +15 +0.5%
SPAS
1374
Spectrum Planning & Advisory Services
California
$783K -$7.06K -30 -1%
NAG
1375
Northstar Advisory Group
New Jersey
$783K +$355K +1,509 +99%
53 54
55
56 57