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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1526
Caprock Group
Idaho
$690K -$371K -4,407 -32%
NSAM
1527
North Star Asset Management
Wisconsin
$689K -$23.8K -283 -3%
CGL
1528
Clarius Group LLC
Washington
$688K -$479K -5,693 -37%
WP
1529
WMS Partners
Maryland
$687K -$106K -1,259 -12%
XWM
1530
Xcel Wealth Management
Florida
$685K -$236K -2,804 -23%
JWCA
1531
J.W. Coons Advisors
Ohio
$683K -$41.7K -496 -5%
BFC
1532
Bedel Financial Consulting
Indiana
$683K +$757 +9 +0.1%
SWM
1533
Sculati Wealth Management
Michigan
$683K +$96.6K +1,148 +14%
MMG
1534
Monetary Management Group
Missouri
$682K -$23.1K -275 -3%
CPIA
1535
Cornell Pochily Investment Advisors
New York
$682K +$589 +7 +0.1%
AIM
1536
Aspen Investment Management
Michigan
$681K – – –
EOCM
1537
Energy Opportunities Capital Management
Texas
$679K – – –
TCCM
1538
Timber Creek Capital Management
Massachusetts
$678K -$1.61M -19,141 -67%
DWA
1539
Divergent Wealth Advisors
Utah
$678K -$20.2K -240 -2%
GLA
1540
Good Life Advisors
Pennsylvania
$678K +$32.1K +382 +4%
BCA
1541
Bay Colony Advisors
Massachusetts
$678K +$275K +3,268 +53%
CA
1542
Claro Advisors
Massachusetts
$677K -$17.7K -210 -2%
ATPW
1543
Ashton Thomas Private Wealth
Arizona
$677K +$76K +904 +11%
SIA
1544
Soltis Investment Advisors
Utah
$675K +$56.4K +671 +8%
SIC
1545
SFE Investment Counsel
California
$674K -$79.8K -949 -9%
WPP
1546
Whalerock Point Partners
Rhode Island
$674K -$669K -7,960 -92%
PL
1547
Plancorp LLC
Missouri
$672K -$77.9K -926 -9%
IF
1548
Intrua Financial
Texas
$671K -$628K -7,471 -48%
S
1549
Seeyond
France
$671K +$4.54K +54 +0.6%
WANY
1550
Wealthspire Advisors (New York)
New York
$670K -$302K -3,589 -28%
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