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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
526
Beacon Investment Advisors
Maryland
$924K -$1.34K -108 -0.1%
FPAS
527
Focus Partners Advisor Solutions
Missouri
$912K +$144K +11,631 +19%
TCWM
528
Total Clarity Wealth Management
Illinois
$905K -$122K -9,887 -12%
BBA
529
BLB&B Advisors
Pennsylvania
$905K -$644K -52,083 -42%
MA
530
Mutual Advisors
Nebraska
$900K +$22.4K +1,811 +2%
STA
531
Summit Trail Advisors
New York
$898K +$595K +48,138 +205%
VI
532
Vestcor Inc
New Brunswick, Canada
$896K – – –
WIM
533
Waycross Investment Management
Washington
$895K -$2.62K -212 -0.3%
9WM
534
9258 Wealth Management
Ohio
$895K -$3.27K -264 -0.4%
FSC
535
Full Sail Capital
Oklahoma
$894K -$16.6K -1,341 -2%
SW
536
SkyOak Wealth
Michigan
$884K -$19.9K -1,609 -2%
FPGT
537
Financial Partners Group (Tennessee)
Tennessee
$877K -$264K -21,380 -23%
CCM
538
Coldstream Capital Management
Washington
$877K +$104K +8,415 +14%
HAM
539
Hedges Asset Management
Nevada
$868K -$61.9K -5,000 -7%
CAG
540
Csenge Advisory Group
Florida
$866K -$21.9K -1,772 -3%
ISWM
541
Independent Solutions Wealth Management
New York
$863K -$64K -5,173 -7%
DC
542
Davenport & Co
Virginia
$862K +$214K +17,312 +34%
JWA
543
JFS Wealth Advisors
Pennsylvania
$861K -$27.3K -2,204 -3%
AC
544
AlphaCore Capital
California
$855K -$45.2K -3,653 -5%
CG
545
Caprock Group
Idaho
$854K +$368K +29,753 +78%
ECA
546
Elevated Capital Advisors
Utah
$848K +$837K +67,659 New
SAM
547
Secure Asset Management
Michigan
$844K -$46.7K -3,773 -5%
DAS
548
Diversify Advisory Services
Utah
$841K +$110K +8,911 +16%
PIM
549
Profit Investment Management
Maryland
$835K – – –
AF
550
Aviso Financial
Ontario, Canada
$835K +$823K +66,570 New
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