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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1026
Prevatt Capital
Bahamas
$11.2M – – –
FHA
1027
Flagship Harbor Advisors
Massachusetts
$11.2M -$4.14K -15 -0%
GG
1028
Greenwood Gearhart
Arkansas
$11.1M -$2.17M -7,857 -16%
SWC
1029
Spectrum Wealth Counsel
Indiana
$11.1M -$32.9K -119 -0.3%
IAN
1030
Integrated Advisors Network
Texas
$11.1M +$498K +1,802 +5%
TS
1031
Tamar Securities
California
$11.1M -$464K -1,682 -4%
RIG
1032
Renaissance Investment Group
Massachusetts
$11.1M -$7.73K -28 -0.1%
ROC
1033
Running Oak Capital
Minnesota
$11.1M +$996K +3,607 +10%
BMM
1034
Buffington Mohr McNeal
Idaho
$11.1M +$183K +664 +2%
BOH
1035
Bank of Hawaii
Hawaii
$11M -$150K -542 -1%
HT
1036
Heritage Trust
Oklahoma
$11M -$182K -661 -2%
FEG
1037
Financial Enhancement Group
Indiana
$11M -$169K -612 -2%
FTDI
1038
First Trust Direct Indexing
Massachusetts
$11M +$755K +2,736 +7%
HP
1039
Hosking Partners
United Kingdom
$11M -$34K -123 -0.3%
CF
1040
Clarity Financial
Texas
$11M +$63.8K +231 +0.6%
S
1041
SignatureFD
Georgia
$10.9M +$244K +884 +2%
PWP
1042
Principle Wealth Partners
Connecticut
$10.9M +$235K +852 +2%
MIA
1043
MMBG Investment Advisors
Florida
$10.9M – – –
HAG
1044
HighPoint Advisor Group
Illinois
$10.9M +$129K +466 +1%
LW
1045
Linscomb Wealth
Texas
$10.9M +$61K +221 +0.6%
MWM
1046
Mission Wealth Management
California
$10.9M +$4.41M +15,977 +70%
HVIA
1047
Hudson Valley Investment Advisors
New York
$10.8M +$2.72M +9,853 +34%
SNB
1048
Security National Bank
Nebraska
$10.8M +$93.9K +340 +0.9%
RC
1049
Roundview Capital
New Jersey
$10.8M +$371K +1,345 +4%
CWP
1050
CFM Wealth Partners
Texas
$10.7M +$591K +2,139 +6%
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