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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
2151
JRM Investment Counsel
Nebraska
$6.44M -$7.21M -66,112 -54%
SFG
2152
StrategIQ Financial Group
Indiana
$6.43M -$12.7K -116 -0.2%
IA
2153
Independence Advisors
Pennsylvania
$6.42M +$20.6K +189 +0.3%
VWA
2154
V Wealth Advisors
Kansas
$6.42M -$17.9M -163,748 -75%
DI
2155
DAGCO Inc
Ohio
$6.41M -$143K -1,314 -2%
CAS
2156
Cascadia Advisory Services
Oregon
$6.4M +$1.08M +9,922 +22%
GTAM
2157
Global Trust Asset Management
Florida
$6.4M -$263K -2,408 -4%
MG
2158
Mather Group
Illinois
$6.37M +$1.31M +12,042 +28%
BE
2159
Bonness Enterprises
District of Columbia
$6.36M – – –
SRAM
2160
Spouting Rock Asset Management
Pennsylvania
$6.35M -$451K -4,130 -7%
PGA
2161
Portland Global Advisors
Maine
$6.34M -$185K -1,698 -3%
RW
2162
REDW Wealth
New Mexico
$6.34M +$70.3K +644 +1%
CW
2163
CreativeOne Wealth
Kansas
$6.34M +$382K +3,500 +7%
CP
2164
Corbenic Partners
Pennsylvania
$6.33M -$1.81M -16,593 -23%
BC
2165
Belmont Capital
California
$6.32M -$739K -6,769 -11%
LWA
2166
Lenox Wealth Advisors
New York
$6.32M -$252K -2,314 -4%
IFG
2167
Investors Financial Group
Minnesota
$6.3M +$16.3K +149 +0.3%
WP
2168
WealthShield Partners
North Carolina
$6.3M +$1.01M +9,268 +21%
RCIM
2169
Red Cedar Investment Management
Michigan
$6.29M +$1.78M +16,278 +43%
LA
2170
LexAurum Advisors
Kansas
$6.29M -$11.7K -107 -0.2%
MIC
2171
MU Investments Company
Japan
$6.28M +$43.6K +400 +0.7%
HPWM
2172
Highland Private Wealth Management
Washington
$6.28M +$24.2K +222 +0.4%
CCA
2173
Clearwater Capital Advisors
Illinois
$6.27M -$392K -3,588 -6%
OIM
2174
Opus Investment Management
Massachusetts
$6.25M – – –
PA
2175
Planning Alternatives
Michigan
$6.25M -$1.84M -16,823 -24%
85 86
87
88 89