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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1051
Brown Financial Advisors
Ohio
$1.28M +$1.36M +11,161 New
RCM
1052
Radnor Capital Management
Pennsylvania
$1.27M +$24.3K +200 +2%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$1.27M -$64.6K -532 -5%
LWANC
1054
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.27M -$32.2K -265 -2%
PI
1055
PFG Investments
New York
$1.25M -$250K -2,055 -16%
SP
1056
Symmetry Partners
Connecticut
$1.25M -$435K -3,582 -25%
CSPIA
1057
Cary Street Partners Investment Advisory
Virginia
$1.25M -$98.3K -809 -7%
V
1058
ViaWealth
Kansas
$1.25M -$5.71K -47 -0.4%
SPFA
1059
Summit Place Financial Advisors
New Jersey
$1.24M -$17.6K -145 -1%
TCB
1060
Texas Capital Bancshares
Texas
$1.23M -$16.2K -133 -1%
EFM
1061
Eley Financial Management
Vermont
$1.23M -$2.31K -19 -0.2%
VFA
1062
Voya Financial Advisors
Connecticut
$1.23M +$484K +3,985 +58%
CFGS
1063
Concourse Financial Group Securities
Alabama
$1.23M -$3.04K -25 -0.2%
WP
1064
Wealthspan Partners
Iowa
$1.23M -$386K -3,177 -23%
AIM
1065
Anchor Investment Management
South Carolina
$1.23M -$2.19K -18 -0.2%
DWM
1066
Dynasty Wealth Management
Florida
$1.23M +$77.2K +636 +6%
SAG
1067
SageView Advisory Group
California
$1.22M +$626K +5,152 +94%
SMC
1068
Smith, Moore & Co
Missouri
$1.22M +$67.3K +554 +5%
NFG
1069
Nations Financial Group
Iowa
$1.21M +$56.5K +465 +5%
MWM
1070
Modera Wealth Management
New Jersey
$1.21M -$154K -1,272 -11%
RVPG
1071
Relative Value Partners Group
$1.21M +$740K +6,090 +135%
LSPW
1072
Lake Street Private Wealth
Illinois
$1.21M +$770K +6,340 +149%
EWM
1073
Empirical Wealth Management
Washington
$1.21M +$11.2K +92 +0.9%
VNIM
1074
Vaughan Nelson Investment Management
Texas
$1.21M – – –
SIG
1075
Sargent Investment Group
Maryland
$1.21M +$280K +2,304 +28%
41 42
43
44 45