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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
1426
First American Trust
California
$363K +$332K +2,671 New
TCOTS
1427
Trust Company of the South
North Carolina
$363K -$7.2K -58 -2%
ACM
1428
Alta Capital Management
Utah
$362K -$46.5K -374 -12%
PAG
1429
Paladin Advisory Group
Iowa
$361K – – –
KPF
1430
K2 Principal Fund
Ontario, Canada
$361K +$329K +2,650 New
HWAM
1431
Hennion & Walsh Asset Management
New Jersey
$361K +$329K +2,650 New
FWM
1432
FMB Wealth Management
California
$359K – – –
RA
1433
RFG Advisory
Alabama
$359K +$47.8K +385 +17%
WWC
1434
Waypoint Wealth Counsel
Georgia
$355K +$324K +2,611 New
JE
1435
JMAC Enterprises
Pennsylvania
$354K – – –
CC
1436
Courier Capital
New York
$353K – – –
NP
1437
NorthRock Partners
Minnesota
$350K +$319K +2,565 New
C1AG
1438
Client 1st Advisory Group
Florida
$349K +$67.2K +541 +27%
AWAP
1439
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$349K +$6.71K +54 +2%
MAM
1440
Milestone Asset Management
Pennsylvania
$347K +$317K +2,553 New
GLA
1441
Good Life Advisors
Pennsylvania
$347K +$46.8K +377 +17%
AIS
1442
AM Investment Strategies
Tennessee
$346K – – –
CG
1443
Clarus Group
Texas
$345K – – –
PWG
1444
Portside Wealth Group
Utah
$344K +$314K +2,528 New
OL
1445
Optas LLC
Texas
$344K -$34.4K -277 -10%
HT
1446
Heritage Trust
Oklahoma
$344K +$314K +2,525 New
IIA
1447
IPG Investment Advisors
California
$343K -$802K -6,459 -72%
CAG
1448
Crestwood Advisors Group
Massachusetts
$342K +$25.6K +206 +9%
CA
1449
Claro Advisors
Massachusetts
$342K +$27.9K +225 +10%
LSA
1450
Lion Street Advisors
Texas
$341K – – –