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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
901
Sequoia Financial Advisors
Ohio
$1.26M -$18.2K -182 -1%
BCM
902
Becker Capital Management
Oregon
$1.26M +$19.9K +200 +2%
TFA
903
Transamerica Financial Advisors
Florida
$1.25M +$205K +2,052 +20%
CT
904
Columbia Trust
Oregon
$1.24M -$67.9K -681 -5%
SIMM
905
Stillwater Investment Management (Minnesota)
Minnesota
$1.24M +$11.7K +117 +1%
BTWM
906
Baker Tilly Wealth Management
Wisconsin
$1.23M +$40.8K +409 +4%
TPA
907
Trivium Point Advisory
Connecticut
$1.23M -$170K -1,705 -14%
CG
908
CFO4Life Group
Texas
$1.22M +$20.8K +209 +2%
PPW
909
Parcion Private Wealth
Washington
$1.21M – – –
CT
910
Caldwell Trust
Florida
$1.21M +$7.88K +79 +0.7%
CC
911
Claybrook Capital
Massachusetts
$1.21M – – –
GC
912
Gilbert & Cook
Iowa
$1.2M +$9.68K +97 +1%
WIA
913
Westbourne Investment Advisors
Maryland
$1.19M +$37.4K +375 +3%
CG
914
Cutler Group
California
$1.18M +$854K +8,560 +287%
PG
915
Pendal Group
Australia
$1.18M -$801K -8,030 -41%
GIP
916
Greatmark Investment Partners
Georgia
$1.17M – – –
CC
917
Courier Capital
New York
$1.17M – – –
RCM
918
Radnor Capital Management
Pennsylvania
$1.17M +$41.4K +415 +4%
MHR
919
Matthew Hamilton Rosenberg
$1.17M +$20.5K +206 +2%
RBC
920
Romano Brothers & Co
Illinois
$1.17M +$1.14M +11,396 New
BSA
921
Bull Street Advisors
Georgia
$1.17M -$9.97K -100 -0.9%
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$1.17M -$2.69K -27 -0.2%
CG
923
Colony Group
Massachusetts
$1.17M +$321K +3,214 +39%
GIA
924
Guyasuta Investment Advisors
Pennsylvania
$1.16M -$140K -1,400 -11%
GFS
925
GYL Financial Synergies
Connecticut
$1.16M +$1.79K +18 +0.2%
35 36
37
38 39