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Name Holding Trade Value Shares
Change 		Change in
Stake
AAB
1051
ABN AMRO Bank
Netherlands
$809K +$712K +3,209 New
CTC
1052
Central Trust Company
Missouri
$809K +$214K +965 +43%
BFO
1053
Biltmore Family Office
North Carolina
$805K +$713K +3,214 New
ETC
1054
Exchange Traded Concepts
Oklahoma
$802K +$405K +1,826 +133%
SFS
1055
Sowell Financial Services
Arkansas
$802K +$37.3K +168 +6%
RFN
1056
Redwood Financial Network
Ohio
$801K -$76.4K -344 -10%
JCM
1057
Jacobi Capital Management
Pennsylvania
$800K +$51.5K +232 +8%
LWM
1058
Liberty Wealth Management
California
$800K -$90.8K -409 -11%
SOW
1059
State of Wyoming
Wyoming
$800K -$53.3K -240 -7%
TAM
1060
Titleist Asset Management
Texas
$796K -$160K -723 -19%
CIA
1061
Caerus Investment Advisors
Texas
$793K +$216K +974 +44%
AWA
1062
Aaron Wealth Advisors
Illinois
$791K +$147K +660 +26%
LCM
1063
Legato Capital Management
California
$788K – – –
PJSIMP
1064
P.J. Schmidt Investment Management (PJS)
Wisconsin
$786K +$18.9K +85 +3%
JFG
1065
Jefferies Financial Group
New York
$785K -$11.1M -50,050 -94%
FWP
1066
Forefront Wealth Partners
Texas
$784K -$404K -1,818 -37%
HIC
1067
Holderness Investments Company
North Carolina
$780K +$282K +1,272 +69%
WI
1068
Wealth Intelligence
Georgia
$780K +$691K +3,111 New
CRC
1069
Curi RMB Capital
Illinois
$774K +$258K +1,162 +60%
FFA
1070
Fairfield Financial Advisors
Massachusetts
$769K +$112K +504 +20%
SIC
1071
SFE Investment Counsel
California
$765K +$7.1K +32 +1%
AT
1072
American Trust
Kentucky
$762K -$188K -846 -22%
SAI
1073
Savvy Advisors Inc
New York
$760K +$359K +1,618 +114%
BS
1074
Banco Santander
Spain
$758K -$669K -3,015 -50%
TCBWMS
1075
Texas Capital Bank Wealth Management Services
Texas
$757K +$155K +700 +30%
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