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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
2501
Marks Group Wealth Management
Minnesota
$5.63M -$6.25K -52 -0.1%
AO
2502
Advisor OS
Illinois
$5.63M +$3.85M +32,047 +308%
AIL
2503
AGF Investments LLC
Ontario, Canada
$5.63M -$130K -1,080 -2%
MCM
2504
McRae Capital Management
New Jersey
$5.63M -$72K -599 -1%
CSPAM
2505
Cary Street Partners Asset Management
Virginia
$5.62M +$20.1M +167,054 New
KCM
2506
Kathmere Capital Management
Pennsylvania
$5.62M -$42.2K -351 -0.8%
WIM
2507
Westside Investment Management
California
$5.62M -$194M -1,613,108 -93%
PC
2508
Permanens Capital
New York
$5.61M +$4.72M +39,273 +1,316%
CF
2509
Clarity Financial
Texas
$5.59M +$5.07M +42,167 New
RWM
2510
RBA Wealth Management
California
$5.59M -$80.8K -672 -2%
VAG
2511
VisionPoint Advisory Group
Texas
$5.59M +$723K +6,013 +17%
WW
2512
Waterfront Wealth
Kansas
$5.58M +$5.06M +42,036 New
RFN
2513
RDA Financial Network
Iowa
$5.57M -$2.03M -16,916 -29%
SNBOSD
2514
Security National Bank of So Dak
Iowa
$5.55M -$118K -980 -2%
JIC
2515
JRM Investment Counsel
Nebraska
$5.54M -$1.66M -13,796 -25%
HWM
2516
Howard Wealth Management
Connecticut
$5.54M -$140K -1,163 -3%
EM
2517
ELCO Management
New York
$5.53M -$2.56M -21,284 -34%
MSS
2518
Mitchell Sinkler & Starr
Pennsylvania
$5.52M -$640K -5,325 -11%
CCMD
2519
Cypress Capital Management (Delaware)
Delaware
$5.52M +$200K +1,666 +4%
MCM
2520
Marathon Capital Management
Maryland
$5.5M -$106K -885 -2%
GP
2521
Greenline Partners
New York
$5.5M -$658K -5,470 -12%
MM
2522
Meridian Management
Arkansas
$5.48M +$78.5K +653 +2%
JFA
2523
JNBA Financial Advisors
Minnesota
$5.48M +$37.9K +315 +0.8%
NCM
2524
Northwest Capital Management
Oregon
$5.47M -$26.5K -220 -0.5%
LMAM
2525
Legg Mason Asset Management
Japan
$5.47M +$4.96M +41,263 New
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