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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
551
Kestra Private Wealth Services
Texas
$10.3M +$431K +8,139 +4%
FPCM
552
Financial Partners Capital Management
New York
$10.3M +$117K +2,213 +1%
FM
553
Foster & Motley
Ohio
$10.2M -$276K -5,210 -3%
HAI
554
Hennessy Advisors Inc
California
$10.2M -$434K -8,200 -4%
GWM
555
Geneos Wealth Management
Colorado
$10.1M +$2.82M +53,240 +37%
CAMG
556
CWA Asset Management Group
Florida
$10M +$168K +3,178 +2%
PSUF
557
People's United Financial
Connecticut
$9.93M -$2.14M -40,418 -17%
BFS
558
Bradley Foster & Sargent
Connecticut
$9.92M +$854K +16,128 +9%
HW
559
Hamilton Wealth
California
$9.83M +$10.2M +193,020 New
FBB
560
Fulton Breakefield Broenniman
Maryland
$9.78M +$21.9K +414 +0.2%
LI
561
LMCG Investments
Massachusetts
$9.74M +$10.1M +191,291 New
VIP
562
Vantage Investment Partners
Missouri
$9.74M +$57.7K +1,090 +0.6%
VAS
563
Valicenti Advisory Services
New York
$9.72M +$96.4K +1,820 +1%
CB
564
Cadence Bank
Mississippi
$9.68M +$430K +8,122 +4%
CWM
565
Congress Wealth Management
Massachusetts
$9.6M +$3.2M +60,381 +47%
WP
566
WealthPLAN Partners
Nebraska
$9.58M +$9.15M +172,714 +506%
WIM
567
WealthPlan Investment Management
Nebraska
$9.58M +$11M +206,864 New
SIG
568
Stonegate Investment Group
Alabama
$9.57M +$627K +11,834 +7%
HPWA
569
Hall Private Wealth Advisors
North Carolina
$9.55M +$2.58M +48,633 +35%
TH
570
TCTC Holdings
Texas
$9.52M -$37.9K -716 -0.4%
EGM
571
Engineers Gate Manager
New York
$9.52M +$9.9M +186,869 New
AOWM
572
Alpha Omega Wealth Management
Virginia
$9.51M +$455K +8,587 +5%
NMIMC
573
Northwestern Mutual Investment Management Company
Wisconsin
$9.46M -$1.36M -25,744 -12%
GIA
574
GHP Investment Advisors
Colorado
$9.43M +$639K +12,065 +7%
TA
575
TruWealth Advisors
Louisiana
$9.42M -$208K -3,922 -2%
21 22
23
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