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Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
976
Meeder Advisory Services
Ohio
$2.59M -$778K -19,178 -23%
WC
977
Waterloo Capital
Texas
$2.59M +$220K +5,430 +9%
NHC
978
Nicholas Hoffman & Company
Georgia
$2.59M -$57.2K -1,409 -2%
CSA
979
Cottage Street Advisors
Massachusetts
$2.56M -$386K -9,524 -13%
BB
980
Berkshire Bank
Massachusetts
$2.55M -$398K -9,800 -14%
NFC
981
Northstar Financial Companies
Pennsylvania
$2.55M +$506K +12,471 +25%
WFG
982
Wills Financial Group
Virginia
$2.55M +$30.7K +758 +1%
SS
983
Sunbelt Securities
Texas
$2.54M -$219K -5,407 -8%
UAS
984
United Asset Strategies
New York
$2.53M +$50.9K +1,255 +2%
WA
985
Wealth Alliance
New York
$2.53M -$609K -15,016 -19%
CMP
986
Christine Messmer PC
Pennsylvania
$2.53M +$2.52M +62,082 New
SBH
987
Segall Bryant & Hamill
Illinois
$2.53M – – –
HC
988
Hourglass Capital
Texas
$2.53M +$15.4K +380 +0.6%
S
989
SignatureFD
Georgia
$2.52M -$180K -4,431 -7%
FHA
990
Flagship Harbor Advisors
Massachusetts
$2.51M +$75.6K +1,864 +3%
IB
991
Intrust Bank
Kansas
$2.5M -$432K -10,649 -15%
AFP
992
Ausdal Financial Partners
Iowa
$2.49M -$145K -3,582 -6%
EIP
993
Essential Investment Partners
Colorado
$2.49M +$2.48M +61,214 New
MSA
994
Marino Stram & Associates
Massachusetts
$2.49M +$116K +2,872 +5%
AWA
995
Arete Wealth Advisors
Illinois
$2.49M -$411K -10,135 -14%
CANC
996
Culbertson A N & Co
Virginia
$2.49M +$118K +2,902 +5%
WAM
997
Wolverine Asset Management
Illinois
$2.48M +$680K +16,777 +38%
TCBWMS
998
Texas Capital Bank Wealth Management Services
Texas
$2.45M +$470K +11,591 +24%
RMAM
999
Raab & Moskowitz Asset Management
New Jersey
$2.45M -$186K -4,581 -7%
WCM
1000
Windward Capital Management
California
$2.45M -$141K -3,471 -5%
38 39
40
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