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Name Holding Trade Value Shares
Change 		Change in
Stake
PVM
676
Palogic Value Management
Texas
$297K – – –
AMG
677
Advisors Management Group
Wisconsin
$297K -$7.89K -225 -3%
WPC
678
Wedmont Private Capital
Pennsylvania
$297K +$27.9K +796 +10%
FFN
679
Focus Financial Network
Minnesota
$297K +$175 +5 +0.1%
1WA
680
180 Wealth Advisors
Washington
$297K -$3.82K -109 -1%
MF
681
Manchester Financial
California
$296K +$299K +8,511 New
TAM
682
Titleist Asset Management
Texas
$295K +$4.17K +119 +1%
WP
683
Wealthspan Partners
Iowa
$295K +$90.5K +2,581 +44%
PCIA
684
Prime Capital Investment Advisors
Kansas
$295K -$20K -570 -6%
CA
685
Crewe Advisors
Utah
$295K -$33.4K -952 -10%
NWAG
686
Net Worth Advisory Group
Utah
$294K +$8.42K +240 +3%
KF
687
Krilogy Financial
Missouri
$293K -$85.9K -2,449 -23%
AAMC
688
Asset Allocation & Management Company
Illinois
$292K – – –
LFAS
689
Level Four Advisory Services
Texas
$291K +$51.2K +1,460 +21%
DJSG
690
D.J. St. Germain
Massachusetts
$290K -$43.2K -1,232 -13%
WA
691
WP Advisors
California
$290K +$3.79K +108 +1%
VWA
692
Visionary Wealth Advisors
Illinois
$289K -$87.7K -2,501 -23%
JCM
693
Jacobi Capital Management
Pennsylvania
$289K -$4.88K -139 -2%
HCM
694
Howland Capital Management
Massachusetts
$289K +$1.75K +50 +0.6%
SG
695
StoneX Group
New York
$287K -$589K -16,799 -67%
CT
696
Caldwell Trust
Florida
$287K – – –
SIC
697
Sigma Investment Counselors
Michigan
$286K – – –
OFG
698
Oxford Financial Group
Indiana
$284K -$3.16K -90 -1%
CGL
699
Clarius Group LLC
Washington
$284K – – –
AWM
700
Accel Wealth Management
Iowa
$283K -$51.9K -1,479 -15%
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