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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2251
MUFG Americas
New York
$361K +$344K +1,026 New
PAMG
2252
Patton Albertson Miller Group
Tennessee
$360K – – –
FMB
2253
Field & Main Bank
Kentucky
$360K +$95.6K +285 +39%
ECML
2254
Eagle Capital Management (Louisiana)
Louisiana
$359K +$15.1K +45 +5%
RGF
2255
Retirement Guys Formula
Ohio
$359K +$342K +1,020 New
PHAM
2256
Palisades Hudson Asset Management
Florida
$358K +$341K +1,017 New
C
2257
Covestor
United Kingdom
$356K +$338K +1,008 New
AWA
2258
Aletheian Wealth Advisors
Washington
$356K +$339K +1,011 New
RFA
2259
Resurgent Financial Advisors
Georgia
$355K +$338K +1,008 New
BTIM
2260
BancFirst Trust & Investment Management
Oklahoma
$354K +$337K +1,005 New
AWM
2261
Aevitas Wealth Management
Massachusetts
$353K -$23.1K -69 -6%
GG
2262
Golden Green
South Carolina
$352K +$335K +999 New
VAS
2263
Vestmark Advisory Solutions
Massachusetts
$352K +$335K +999 New
IPW
2264
Intergy Private Wealth
Colorado
$351K +$334K +996 New
CCA
2265
Clearwater Capital Advisors
Illinois
$350K -$7.04K -21 -2%
SDAM
2266
Shulman DeMeo Asset Management
New York
$350K +$333K +993 New
GFPC
2267
Global Financial Private Client
Florida
$350K +$10.1K +30 +3%
RMC
2268
Resources Management Corp
Connecticut
$349K -$10.1K -30 -3%
AF
2269
Apexium Financial
Texas
$349K +$20.1K +60 +6%
HNW
2270
High Note Wealth
Minnesota
$349K +$26.2K +78 +9%
CWP
2271
Curated Wealth Partners
California
$349K +$29.2K +87 +10%
FWM
2272
Fortress Wealth Management
California
$348K +$331K +987 New
FBC
2273
Fairfield, Bush & Co
Connecticut
$346K -$65.4K -195 -17%
MAWCM
2274
Mine & Arao Wealth Creation & Management
California
$346K +$20.1K +60 +7%
TA
2275
TKG Advisors
Indiana
$345K +$328K +978 New
89 90
91
92 93