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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
826
Independent Financial Group
California
$1.05M -$211K -2,745 -16%
BG
827
Bahl & Gaynor
Ohio
$1.05M – – –
RWPA
828
Richard W. Paul & Associates
Michigan
$1.04M +$38.7K +503 +4%
WF
829
Welch & Forbes
Massachusetts
$1.04M -$208K -2,698 -16%
CTC
830
Central Trust Company
Missouri
$1.04M +$220K +2,862 +25%
CL
831
CSS LLC
Illinois
$1.03M -$297K -3,860 -21%
PA
832
Profund Advisors
Maryland
$1.02M -$496K -6,435 -31%
FMWA
833
Forvis Mazars Wealth Advisors
Missouri
$1.01M -$56.1K -728 -5%
TAM
834
Trust Asset Management
Texas
$1.01M – – –
USCWA
835
U.S. Capital Wealth Advisors
Texas
$1M -$52.5K -682 -5%
MCM
836
Mork Capital Management
California
$1M -$658K -8,540 -38%
AF
837
Alerus Financial
North Dakota
$1M +$1.07M +13,867 +15,581%
FPAS
838
Focus Partners Advisor Solutions
Missouri
$992K -$511K -6,631 -32%
CWM
839
Cornerstone Wealth Management
Missouri
$991K +$22.6K +294 +2%
I
840
InvesTrust
Oklahoma
$990K +$29.7K +386 +3%
MFF
841
Michels Family Financial
Texas
$989K +$259K +3,358 +32%
RWB
842
RMR Wealth Builders
New Jersey
$987K -$1.16K -15 -0.1%
WS
843
Wedbush Securities
California
$986K -$33.3K -432 -3%
PCIA
844
Prime Capital Investment Advisors
Kansas
$985K -$65.3K -848 -6%
BLC
845
Brown, Lisle/Cummings
Rhode Island
$985K +$8.01K +104 +0.8%
EWM
846
Empirical Wealth Management
Washington
$983K +$357K +4,639 +51%
SLWA
847
San Luis Wealth Advisors
California
$982K +$82.6K +1,072 +9%
KF
848
Krilogy Financial
Missouri
$980K -$86.8K -1,127 -8%
UB
849
UMB Bank
Missouri
$971K -$45.4K -589 -4%
BTWM
850
Baker Tilly Wealth Management
Wisconsin
$965K +$15.1K +196 +1%
32 33
34
35 36