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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1051
Waverly Advisors
Alabama
$231K -$63.8K -132 -18%
EAN
1052
Excelsior Advisor Network
Colorado
$231K +$280K +580 New
SA
1053
Sovran Advisors
California
$231K +$13.5K +28 +6%
SP
1054
Stonebrook Private
Michigan
$230K +$50.8K +105 +22%
CWG
1055
Cornerstone Wealth Group
North Carolina
$227K -$14.5K -30 -6%
GW
1056
Graetz Wealth
Michigan
$226K +$78.8K +163 +40%
CWP
1057
Cyndeo Wealth Partners
Florida
$225K -$948K -1,961 -78%
GWP
1058
Gen-Wealth Partners
Michigan
$225K +$1.93K +4 +0.7%
WCM
1059
Wedge Capital Management
North Carolina
$225K +$36.3K +75 +15%
TPI
1060
Trust Point Inc
Wisconsin
$225K -$19.8K -41 -7%
EIA
1061
Eastover Investment Advisors
North Carolina
$224K +$272K +562 New
IIA
1062
Integrity Investment Advisors
Colorado
$223K +$2.42K +5 +0.9%
SAG
1063
SageView Advisory Group
California
$223K -$36.3K -75 -12%
TCIIS
1064
TIAA-CREF Individual & Institutional Services
New York
$222K +$270K +558 New
RC
1065
Roundview Capital
New Jersey
$222K +$66.7K +138 +33%
SVWAG
1066
Sound View Wealth Advisors Group
Georgia
$222K +$59.9K +124 +29%
CFB
1067
Cullen/Frost Bankers
Texas
$221K +$75.4K +156 +39%
FA
1068
Fiduciary Alliance
South Carolina
$221K +$230K +476 New
NW
1069
Naviter Wealth
Arkansas
$221K +$67.7K +140 +34%
GCM
1070
Gallacher Capital Management
Colorado
$221K +$268K +555 New
ZBNA
1071
Zions Bancorporation, National Association
Utah
$220K -$486K -1,006 -64%
XF
1072
XML Financial
Maryland
$220K -$69.6K -144 -21%
PL
1073
Plancorp LLC
Missouri
$220K -$6.28K -13 -2%
B
1074
Bensler
Washington
$219K -$19.8K -41 -7%
RTL
1075
Red Tortoise LLC
Georgia
$219K – – –
41 42
43
44 45