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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1101
Darwin Wealth Management
Florida
$3.34M +$653K +13,273 +26%
CS
1102
Crescent Sterling
Louisiana
$3.33M -$1.02M -20,730 -24%
FIA
1103
Foundations Investment Advisors
Arizona
$3.32M +$296K +6,025 +10%
SPC
1104
Sigma Planning Corp
Michigan
$3.31M -$1.61M -32,770 -34%
HSA
1105
HBK Sorce Advisory
Pennsylvania
$3.3M -$37.4K -760 -1%
DWT
1106
Dorsey & Whitney Trust
South Dakota
$3.3M +$332K +6,755 +12%
ARG
1107
Advisory Resource Group
Oklahoma
$3.29M +$58.3K +1,185 +2%
EH
1108
Equitable Holdings
New York
$3.29M +$368K +7,481 +13%
RIA
1109
Regal Investment Advisors
Michigan
$3.28M +$73.3K +1,491 +2%
PIA
1110
Petredis Investment Advisors
Pennsylvania
$3.28M +$4.43K +90 +0.1%
VIA
1111
Vickerman Investment Advisors
Washington
$3.27M +$115K +2,342 +4%
RGI
1112
River Global Investors
United Kingdom
$3.27M -$127K -2,580 -4%
NWM
1113
Northcape Wealth Management
New York
$3.27M +$295 +6 +0%
EL
1114
Essex LLC
Illinois
$3.27M -$12.6K -256 -0.4%
UA
1115
Unison Advisors
District of Columbia
$3.25M +$22.7K +462 +0.7%
BJL
1116
Brighton Jones LLC
Washington
$3.25M +$157K +3,186 +5%
HDIM
1117
Hanson & Doremus Investment Management
Vermont
$3.25M -$34K -691 -1%
VNIM
1118
Vaughan Nelson Investment Management
Texas
$3.23M -$262K -5,320 -8%
GA
1119
GFS Advisors
Texas
$3.21M – – –
VC
1120
Vestor Capital
Illinois
$3.21M +$2.9M +58,990 +1,932%
MCC
1121
Money Concepts Capital
Florida
$3.21M +$29.6K +601 +1%
CW
1122
CreativeOne Wealth
Kansas
$3.2M +$201K +4,095 +7%
SMFG
1123
Sumitomo Mitsui Financial Group
Japan
$3.2M +$838K +17,044 +38%
HNW
1124
High Note Wealth
Minnesota
$3.2M -$127K -2,584 -4%
BFM
1125
Boston Financial Management
Massachusetts
$3.2M -$317K -6,453 -9%
43 44
45
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