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Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1626
Keystone Financial Group (Kentucky)
Kentucky
$806K +$802K +21,673 New
AFAS
1627
Acorn Financial Advisory Services
Virginia
$806K +$10.4K +280 +1%
CJL
1628
Cyrus J. Lawrence
New York
$801K +$185 +5 +0.2%
GI
1629
Gradient Investments
Minnesota
$801K -$52.4K -1,416 -6%
GIA
1630
GHP Investment Advisors
Colorado
$800K -$4.32M -116,782 -83%
RB
1631
Renasant Bank
Mississippi
$800K +$102K +2,766 +15%
BOPW
1632
Brandywine Oak Private Wealth
Pennsylvania
$794K -$65.3K -1,763 -8%
PWP
1633
Phillips Wealth Planners
Mississippi
$793K -$43.6K -1,179 -5%
BIA
1634
Bigelow Investment Advisors
Maine
$793K -$18.5K -501 -2%
PP
1635
Paloma Partners
Connecticut
$792K +$789K +21,309 New
MCM
1636
Mork Capital Management
California
$792K – – –
GC
1637
Gilbert & Cook
Iowa
$792K +$49.7K +1,342 +7%
BAM
1638
Brave Asset Management
New Jersey
$792K +$309K +8,345 +64%
RFA
1639
Register Financial Advisors
Georgia
$792K +$166K +4,474 +27%
WP
1640
Wedgewood Partners
Missouri
$791K +$4.26K +115 +0.5%
BFA
1641
Beacon Financial Advisory
Ohio
$790K +$84.1K +2,271 +12%
GA
1642
Geller Advisors
New York
$788K +$283K +7,651 +57%
SFP
1643
Sandbox Financial Partners
Maryland
$787K -$149K -4,022 -16%
CAC
1644
Certified Advisory Corp
Florida
$787K +$21.7K +585 +3%
BP
1645
Ballentine Partners
Massachusetts
$782K -$523K -14,133 -40%
TCBWMS
1646
Texas Capital Bank Wealth Management Services
Texas
$778K -$1.67K -45 -0.2%
MCAI
1647
Members Capital Advisors Inc
Wisconsin
$777K -$393K -10,627 -34%
DCM
1648
DGS Capital Management
New Jersey
$776K +$3.63K +98 +0.5%
PWAM
1649
Pinnacle West Asset Management
Wyoming
$774K -$7.4K -200 -1%
DSC
1650
Duncker Streett & Co
Missouri
$771K -$331K -8,946 -30%
64 65
66
67 68