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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1101
Apella Capital
Connecticut
$38.7M +$14.2M +70,529 +62%
MG
1102
Mather Group
Illinois
$38.6M -$8.53M -42,257 -18%
SIG
1103
Sargent Investment Group
Maryland
$38.6M -$189K -935 -0.5%
CAAS
1104
Capital Asset Advisory Services
Michigan
$38.5M +$9.72M +48,140 +35%
WWA
1105
WCG Wealth Advisors
Nevada
$38.5M +$251K +1,243 +0.7%
WA
1106
Wealth Architects
California
$38.5M -$2.64M -13,052 -7%
RWA
1107
River Wealth Advisors
Pennsylvania
$38.5M +$2.07M +10,258 +6%
ECM
1108
Estabrook Capital Management
New York
$38.5M -$1.31M -6,502 -3%
ET
1109
Equitable Trust
Tennessee
$38.5M -$2.94M -14,571 -7%
FFG
1110
Fiduciary Financial Group
California
$38.5M +$2.33M +11,551 +7%
NCM
1111
Novare Capital Management
North Carolina
$38.4M +$2.94M +14,546 +8%
KA
1112
Kintegral Advisory
New York
$38.4M -$56.7K -281 -0.2%
GAB
1113
German American Bancorp
Indiana
$38.3M +$63.2K +313 +0.2%
IF
1114
Ironwood Financial
Arizona
$38.2M – – –
AFP
1115
Ausdal Financial Partners
Iowa
$38.1M +$2.93M +14,490 +8%
AAM
1116
Azzad Asset Management
Virginia
$38.1M -$594K -2,942 -2%
JPMIA
1117
J.P. Marvel Investment Advisors
Massachusetts
$38.1M -$39.4K -195 -0.1%
MAM
1118
Madison Asset Management
Wisconsin
$38M -$805K -3,988 -2%
GIM
1119
Generate Investment Management
New Zealand
$37.9M +$504K +2,497 +1%
EWM
1120
Edge Wealth Management
New York
$37.8M -$417K -2,065 -1%
TYCC
1121
Texas Yale Capital Corp
Florida
$37.8M +$10.9K +54 +0%
DSAM
1122
Dock Street Asset Management
Florida
$37.7M -$8.35M -41,334 -18%
SG
1123
StoneX Group
New York
$37.7M +$77.3K +383 +0.2%
CA
1124
Cache Advisors
California
$37.7M +$5.1M +25,247 +16%
AG
1125
Ascent Group
Virginia
$37.7M -$5.99M -29,653 -14%
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45
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