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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
501
Independent Financial Group
California
$2.42M +$467K +3,167 +22%
RSWM
502
Robertson Stephens Wealth Management
California
$2.41M +$669K +4,532 +35%
CAM
503
Cresset Asset Management
Illinois
$2.41M +$477K +3,236 +22%
MGIA
504
Moneta Group Investment Advisors
Missouri
$2.41M +$856K +5,801 +49%
HAG
505
HighPoint Advisor Group
Illinois
$2.38M +$2.57M +17,454 New
ATPW
506
Ashton Thomas Private Wealth
Arizona
$2.37M +$61.1K +414 +2%
PFS
507
Prospera Financial Services
Texas
$2.35M +$297K +2,011 +13%
EWA
508
EP Wealth Advisors
California
$2.35M +$426K +2,890 +20%
SWM
509
Spire Wealth Management
Virginia
$2.35M -$463K -3,140 -15%
LNC
510
Lincoln National Corp
Pennsylvania
$2.35M -$1.05M -7,106 -29%
CPIG
511
Chicago Partners Investment Group
Illinois
$2.34M -$84.1K -570 -4%
WANY
512
Wealthspire Advisors (New York)
New York
$2.33M +$1.39M +9,420 +123%
BRWM
513
B. Riley Wealth Management
Tennessee
$2.33M -$1.93M -13,059 -43%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$2.33M -$25.4K -172 -1%
FMI
515
F/M Investments
District of Columbia
$2.31M +$1.43M +9,665 New
NB
516
NBT Bank
New York
$2.27M +$1.92K +13 +0.1%
SIC
517
Sigma Investment Counselors
Michigan
$2.26M -$150K -1,018 -6%
1WA
518
180 Wealth Advisors
Washington
$2.25M +$148K +1,001 +7%
RBA
519
Richard Bernstein Advisors
New York
$2.25M – – –
PCIA
520
Prime Capital Investment Advisors
Kansas
$2.24M +$110K +743 +5%
SAM
521
Silvercrest Asset Management
New York
$2.23M -$51.6K -350 -2%
TFS
522
Thoroughbred Financial Services
Tennessee
$2.22M -$429K -2,910 -15%
LWAC
523
Laurel Wealth Advisors (California)
California
$2.22M +$256K +1,737 +12%
SYBT
524
Stock Yards Bank & Trust
Kentucky
$2.2M +$2.09M +14,164 +744%
SA
525
SAM Advisors
California
$2.18M +$233K +1,577 +11%
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