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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1101
Westbourne Investment Advisors
Maryland
$1.1M +$9.03K +85 +0.8%
GWM
1102
Geneos Wealth Management
Colorado
$1.1M +$229K +2,155 +24%
XF
1103
XML Financial
Maryland
$1.09M +$490K +4,614 +72%
PTC
1104
Petrus Trust Company
Texas
$1.09M +$271K +2,551 +30%
SFG
1105
SevenBridge Financial Group
Pennsylvania
$1.09M +$74.2K +699 +7%
LSAG
1106
Lake Street Advisors Group
New Hampshire
$1.08M +$280K +2,634 +32%
PF
1107
Phoenix Financial
Israel
$1.08M -$958K -9,022 -45%
EFM
1108
Eley Financial Management
Vermont
$1.08M +$28.6K +269 +3%
MWM
1109
Modera Wealth Management
New Jersey
$1.08M +$38K +358 +3%
SHFA
1110
SS&H Financial Advisors
Michigan
$1.08M +$842K +7,932 +266%
TW
1111
Transform Wealth
Colorado
$1.08M +$1.16M +10,919 New
EC
1112
Enhancing Capital
Pennsylvania
$1.08M +$1.16M +10,900 New
LWANC
1113
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08M +$2.12K +20 +0.2%
BSA
1114
Bull Street Advisors
Georgia
$1.08M – – –
GC
1115
Gilbert & Cook
Iowa
$1.08M +$3.82K +36 +0.3%
OTL
1116
Oak Thistle LLC
New York
$1.07M +$1.15M +10,816 New
GLA
1117
Good Life Advisors
Pennsylvania
$1.07M +$97K +914 +9%
TPI
1118
Trust Point Inc
Wisconsin
$1.07M -$28.6K -269 -2%
SPFA
1119
Summit Place Financial Advisors
New Jersey
$1.07M -$22.2K -209 -2%
GCM
1120
Gallacher Capital Management
Colorado
$1.07M +$296K +2,790 +35%
FPWM
1121
FSB Premier Wealth Management
Iowa
$1.06M +$221K +2,082 +24%
LCM
1122
Legato Capital Management
California
$1.06M -$1.28M -12,015 -53%
IFWM
1123
Institute for Wealth Management
Colorado
$1.06M -$162K -1,522 -12%
PWPS
1124
Pinnacle Wealth Planning Services
Ohio
$1.05M -$17.1K -161 -1%
VNIM
1125
Vaughan Nelson Investment Management
Texas
$1.05M – – –
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