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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
801
Cigna Investments
Connecticut
$421K -$10.7K -69 -3%
JCM
802
Jacobi Capital Management
Pennsylvania
$421K +$155 +1 +0%
FA
803
Fiduciary Alliance
South Carolina
$420K +$929 +6 +0.2%
CIAS
804
CFS Investment Advisory Services
New Jersey
$419K +$2.79K +18 +0.7%
MA
805
Mutual Advisors
Nebraska
$416K -$43.5K -281 -10%
BVP
806
Bristlecone Value Partners
California
$413K -$1.55K -10 -0.4%
LCM
807
LVM Capital Management
Michigan
$412K – – –
EA
808
Everpar Advisors
Oklahoma
$411K -$9.29K -60 -2%
WCG
809
Weaver Consulting Group
California
$410K +$465 +3 +0.1%
MG
810
Mather Group
Illinois
$410K +$7.43K +48 +2%
PWPS
811
Pinnacle Wealth Planning Services
Ohio
$410K +$3.56K +23 +0.9%
CT
812
Colonial Trust
South Carolina
$407K -$7.9K -51 -2%
OAM
813
Oppenheimer Asset Management
New York
$406K +$27.9K +180 +8%
FMI
814
Frec Markets Inc
California
$404K +$3.56K +23 +0.9%
HSA
815
HBK Sorce Advisory
Pennsylvania
$404K -$2.94K -19 -0.7%
BDF
816
Black Diamond Financial
Maryland
$403K -$465 -3 -0.1%
PI
817
Pettee Investors
Connecticut
$403K – – –
AG
818
AlTi Global
New York
$403K +$5.73K +37 +1%
RIG
819
RiverFront Investment Group
Virginia
$402K +$389K +2,512 New
PCMC
820
Paragon Capital Management (Colorado)
Colorado
$401K – – –
TSWM
821
Triangle Securities Wealth Management
North Carolina
$401K – – –
KCP
822
Kera Capital Partners
California
$399K +$129K +830 +50%
IAIM
823
International Assets Investment Management
Florida
$398K +$15.2K +98 +4%
PAW
824
Plan A Wealth
Nebraska
$396K -$620 -4 -0.2%
EAN
825
Excelsior Advisor Network
Colorado
$396K +$383K +2,475 New
31 32
33
34 35