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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
851
Menlo Advisors
California
$5.06M – – –
S
852
SignatureFD
Georgia
$5.04M -$36.5K -750 -0.8%
HAG
853
HighPoint Advisor Group
Illinois
$5.03M -$838K -17,238 -15%
DAS
854
Diversify Advisory Services
Utah
$4.99M -$211K -4,339 -5%
MCP
855
Martin Capital Partners
Oregon
$4.99M -$1.53M -31,511 -25%
RSVP
856
Ramsay Stattman Vela & Price
Colorado
$4.99M -$1.47M -30,205 -24%
SA
857
Shilanski & Associates
Alaska
$4.99M -$31.7K -652 -0.7%
KIA
858
KCM Investment Advisors
California
$4.97M -$128K -2,622 -3%
CCG
859
Cypress Capital Group
Florida
$4.96M +$52.9K +1,088 +1%
LA
860
Lifeworks Advisors
Michigan
$4.95M +$640K +13,167 +17%
FNBOO
861
First National Bank of Omaha
Nebraska
$4.94M -$196K -4,040 -4%
PA
862
Procyon Advisors
Connecticut
$4.94M -$119K -2,440 -3%
LG
863
LaFleur & Godfrey
Michigan
$4.9M -$758K -15,584 -14%
MFIM
864
Mesirow Financial Investment Management
Illinois
$4.88M -$304K -6,249 -6%
SWA
865
SFMG Wealth Advisors
Texas
$4.87M -$985K -20,252 -18%
BP
866
BNP Paribas
France
$4.87M -$868K -17,850 -16%
SCM
867
Stonebridge Capital Management
California
$4.86M -$60.8K -1,250 -1%
SAM
868
Synergy Asset Management
Washington
$4.86M +$4.08M +83,918 +1,146%
CW
869
CreativeOne Wealth
Kansas
$4.85M +$995K +20,458 +29%
EAM
870
Evanson Asset Management
California
$4.85M -$56.4K -1,160 -1%
SBIA
871
Sheaff Brock Investment Advisors
Indiana
$4.83M -$4.48M -92,119 -50%
SL
872
Summitry LLC
California
$4.81M +$66.3K +1,364 +2%
BOSSRA
873
B.O.S.S. Retirement Advisors
Utah
$4.8M +$341K +7,008 +8%
BC
874
Burney Company
Virginia
$4.77M -$178K -3,670 -4%
PWG
875
Portside Wealth Group
Utah
$4.77M +$436K +8,967 +11%
33 34
35
36 37