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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
2226
Keel Point
Alabama
$516K -$142K -2,803 -20%
CIC
2227
Chase Investment Counsel
Virginia
$516K +$29.9K +591 +6%
FWTB
2228
First Western Trust Bank
Colorado
$515K -$44.6K -881 -8%
MAG
2229
MRA Advisory Group
New Jersey
$515K +$18.6K +368 +4%
RCI
2230
RS Crum Inc
California
$514K +$1.26K +25 +0.2%
SIC
2231
Sterling Investment Counsel
New York
$513K +$26.6K +525 +5%
HIC
2232
Hartline Investment Corp
Illinois
$512K -$72.4K -1,432 -14%
AWA
2233
Acorn Wealth Advisors
Michigan
$511K +$51.7K +1,023 +11%
CFO
2234
CVA Family Office
Colorado
$510K -$36K -711 -7%
KFI
2235
Key Financial Inc
Pennsylvania
$510K +$12.4K +245 +3%
GG
2236
Greenwood Gearhart
Arkansas
$509K -$201K -3,965 -28%
WF
2237
Wayfinding Financial
Washington
$509K +$7.38K +146 +1%
WA
2238
Waverly Advisors
Alabama
$508K +$81.8K +1,618 +19%
SOS
2239
Silver Oak Securities
Tennessee
$506K +$50K +988 +10%
TFA
2240
Triad Financial Advisors
North Carolina
$505K -$46.9K -927 -9%
BFA
2241
BMS Financial Advisors
South Dakota
$505K +$24.9K +492 +5%
RWM
2242
RKL Wealth Management
Pennsylvania
$505K +$78.5K +1,551 +18%
CWM
2243
Connecticut Wealth Management
Connecticut
$505K +$146K +2,881 +41%
EIA
2244
Eldridge Investment Advisors
New Hampshire
$503K -$6.27K -124 -1%
MFC
2245
Morris Financial Concepts
South Carolina
$502K +$114K +2,253 +30%
PBO
2246
Peoples Bank (Ohio)
Ohio
$501K -$10.8K -213 -2%
PWMG
2247
Prestige Wealth Management Group
New Jersey
$501K +$1.37K +27 +0.3%
RPCONE
2248
Retirement Planning Company of New England
Rhode Island
$501K +$7.64K +151 +2%
WCM
2249
WealthBridge Capital Management
Ohio
$500K -$19.5K -386 -4%
BFG
2250
Berger Financial Group
Minnesota
$500K +$12.6K +250 +0.3%
88 89
90
91 92