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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
526
Focus Partners Advisor Solutions
Missouri
$912K +$144K +11,631 +19%
TCWM
527
Total Clarity Wealth Management
Illinois
$905K -$122K -9,887 -12%
BBA
528
BLB&B Advisors
Pennsylvania
$905K -$644K -52,083 -42%
MA
529
Mutual Advisors
Nebraska
$900K +$22.4K +1,811 +2%
STA
530
Summit Trail Advisors
New York
$898K +$595K +48,138 +205%
VI
531
Vestcor Inc
New Brunswick, Canada
$896K – – –
WIM
532
Waycross Investment Management
Washington
$895K -$2.62K -212 -0.3%
9WM
533
9258 Wealth Management
Ohio
$895K -$3.27K -264 -0.4%
FSC
534
Full Sail Capital
Oklahoma
$894K -$16.6K -1,341 -2%
SW
535
SkyOak Wealth
Michigan
$884K -$19.9K -1,609 -2%
FPGT
536
Financial Partners Group (Tennessee)
Tennessee
$877K -$264K -21,380 -23%
CCM
537
Coldstream Capital Management
Washington
$877K +$104K +8,415 +14%
HAM
538
Hedges Asset Management
Nevada
$868K -$61.9K -5,000 -7%
CAG
539
Csenge Advisory Group
Florida
$866K -$21.9K -1,772 -3%
ISWM
540
Independent Solutions Wealth Management
New York
$863K -$64K -5,173 -7%
DC
541
Davenport & Co
Virginia
$862K +$214K +17,312 +34%
JWA
542
JFS Wealth Advisors
Pennsylvania
$861K -$27.3K -2,204 -3%
AC
543
AlphaCore Capital
California
$855K -$45.2K -3,653 -5%
CG
544
Caprock Group
Idaho
$854K +$368K +29,753 +78%
ECA
545
Elevated Capital Advisors
Utah
$848K +$837K +67,659 New
SAM
546
Secure Asset Management
Michigan
$844K -$46.7K -3,773 -5%
DAS
547
Diversify Advisory Services
Utah
$841K +$110K +8,911 +16%
PIM
548
Profit Investment Management
Maryland
$835K – – –
AF
549
Aviso Financial
Ontario, Canada
$835K +$823K +66,570 New
WAP
550
Wealthcare Advisory Partners
Pennsylvania
$832K +$27.5K +2,226 +3%
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