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Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
451
Cary Street Partners
Virginia
$962K +$1.04M +97,214 New
RCAG
452
Rehmann Capital Advisory Group
Michigan
$961K +$2.83K +265 +0.3%
SG
453
Somerset Group
Minnesota
$949K -$380K -35,650 -27%
LWP
454
LeClair Wealth Partners
Ohio
$942K +$1.01M +95,110 New
PA
455
Profund Advisors
Maryland
$938K +$150K +14,067 +17%
IAMOG
456
Investors Asset Management of Georgia
Georgia
$925K -$71.5K -6,706 -7%
NFG
457
Nations Financial Group
Iowa
$919K -$12.6K -1,186 -1%
EP
458
Essential Planning
New Hampshire
$918K +$918K +86,060 New
FIA
459
Foundations Investment Advisors
Arizona
$910K -$44.8K -4,203 -4%
PAS
460
Park Avenue Securities
New York
$904K -$305K -28,556 -24%
VIPI
461
Vista Investment Partners II
Indiana
$904K +$974K +91,295 New
VVP
462
Venture Visionary Partners
Ohio
$902K -$127K -11,885 -12%
CFIA
463
Cantor Fitzgerald Investment Advisors
New York
$873K -$12.3K -1,150 -1%
TCWM
464
Total Clarity Wealth Management
Illinois
$872K -$144K -13,494 -13%
AG
465
Ascent Group
Virginia
$871K -$219K -20,495 -19%
RA
466
RoundAngle Advisors
New Jersey
$866K +$932K +87,434 New
FPAS
467
Focus Partners Advisor Solutions
Missouri
$864K +$113K +10,563 +14%
ECM
468
Estabrook Capital Management
New York
$861K -$965K -90,500 -51%
USAA
469
United Services Automobile Association
Texas
$861K – – –
DEM
470
Disciplined Equity Management
Florida
$859K +$3.31K +310 +0.4%
WS
471
Wedbush Securities
California
$858K -$4.06K -381 -0.4%
WA
472
Waverly Advisors
Alabama
$858K +$535K +50,150 +137%
TCM
473
Tang Capital Management
California
$849K +$778K +72,976 +571%
MWM
474
Meridian Wealth Management
Kentucky
$844K -$38.4K -3,604 -4%
AWM
475
Apollon Wealth Management
South Carolina
$830K -$96.7K -9,072 -10%
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