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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$2.39K – – –
VCM
452
Versant Capital Management
Arizona
$2.32K -$206 -2 -6%
SAG
453
Spotlight Asset Group
Illinois
$2.32K +$3.4K +33 New
PMFA
454
Plante Moran Financial Advisors
Michigan
$2.25K – – –
RFG
455
RFP Financial Group
Georgia
$2.18K – – –
DIP
456
DT Investment Partners
Pennsylvania
$2.14K – – –
IWP
457
IAG Wealth Partners
Wisconsin
$2.11K -$2.06K -20 -40%
BIA
458
Bell Investment Advisors
California
$2.11K +$3.09K +30 New
BC
459
Bartlett & Co
Ohio
$2K – – –
SFCL
460
Strengthening Families & Communities LLC
Massachusetts
$2K +$2.16K +21 New
CP
461
Castleview Partners
Texas
$1.97K – – –
WWP
462
WR Wealth Planners
Missouri
$1.9K -$4.42K -43 -61%
MCM
463
MV Capital Management
Maryland
$1.83K -$823 -8 -24%
EAM
464
Eukles Asset Management
Ohio
$1.76K – – –
TF
465
Tompkins Financial
New York
$1.76K – – –
MFT
466
Moisand Fitzgerald Tamayo
Florida
$1.55K – – –
BWL
467
Bogart Wealth LLC
Virginia
$1.48K – – –
CAS
468
Coppell Advisory Solutions
Texas
$1.36K +$2.06K +20 New
SWA
469
Sutton Wealth Advisors
Florida
$1.34K -$206 -2 -10%
CCM
470
Copeland Capital Management
Pennsylvania
$1.28K -$13M -126,744 -100%
HI
471
Harbour Investments
Wisconsin
$1.26K -$133K -1,296 -99%
DAC
472
Dividend Assets Capital
South Carolina
$1K – – –
TFGT
473
TS Financial Group (TSFG)
Illinois
$1K +$1.44K +14 +700%
JWA
474
JFS Wealth Advisors
Pennsylvania
$985 +$1.13K +11 +367%
GI
475
Gradient Investments
Minnesota
$984 +$411 +4 +40%
17 18
19
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