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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1451
Institute for Wealth Management
Colorado
$601K -$8.21K -98 -1%
SCM
1452
Schnieders Capital Management
California
$595K +$1.26K +15 +0.2%
CAS
1453
Cascadia Advisory Services
Oregon
$594K -$35.9K -428 -6%
ICP
1454
Interchange Capital Partners
Pennsylvania
$594K +$25.1K +300 +4%
MCM
1455
Manchester Capital Management
Vermont
$591K +$134K +1,600 +30%
GC
1456
Gilbert & Cook
Iowa
$590K +$110K +1,309 +23%
SF
1457
Symphony Financial
Texas
$589K -$64.2K -767 -10%
CPSC
1458
Carl P. Sherr & Co
Massachusetts
$588K +$335 +4 +0.1%
BSA
1459
Bull Street Advisors
Georgia
$587K +$4.19K +50 +0.7%
LI
1460
Lafayette Investments
Maryland
$586K – – –
CW
1461
CreativeOne Wealth
Kansas
$586K +$148K +1,772 +34%
BA
1462
Bristlecone Advisors
Washington
$581K -$27.5K -328 -5%
SLG
1463
Stanley-Laman Group
Pennsylvania
$580K – – –
FNT
1464
First Nebraska Trust
Nebraska
$578K -$1.68K -20 -0.3%
CPC
1465
Congress Park Capital
New York
$577K – – –
VHAM
1466
Van Hulzen Asset Management
California
$576K – – –
CCM
1467
Chiron Capital Management
Florida
$575K -$142K -1,690 -20%
CCM
1468
Chickasaw Capital Management
Tennessee
$575K – – –
JFA
1469
JNBA Financial Advisors
Minnesota
$575K – – –
VCM
1470
Virtue Capital Management
Tennessee
$574K -$78.4K -936 -12%
IWP
1471
Icon Wealth Partners
Texas
$572K – – –
AFP
1472
Ausdal Financial Partners
Iowa
$571K -$4.86K -58 -0.9%
CA
1473
CGN Advisors
Kansas
$571K +$37.7K +450 +7%
AWM
1474
Aries Wealth Management
Maine
$569K +$9.21K +110 +2%
RFN
1475
RDA Financial Network
Iowa
$569K +$75K +895 +15%
57 58
59
60 61