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Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
651
Next Level Private
New York
$649K +$116K +9,030 +21%
FFM
652
Forum Financial Management
Illinois
$648K -$20.6K -1,600 -3%
VCM
653
Virtue Capital Management
Tennessee
$641K +$551K +42,909 +351%
SA
654
Strategic Advisors
New York
$639K -$42.5K -3,307 -6%
HAM
655
Hedges Asset Management
Nevada
$636K +$32.1K +2,500 +5%
NL
656
NWAM LLC
Washington
$635K +$5.05K +393 +0.7%
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$632K -$107K -8,352 -13%
TC
658
Towle & Co
Colorado
$629K +$215K +16,730 +45%
SCM
659
Shelton Capital Management
Colorado
$628K -$531K -41,299 -43%
KWM
660
Keebeck Wealth Management
Illinois
$627K +$4.86K +378 +0.7%
SPA
661
Sentinel Pension Advisors
Massachusetts
$626K +$1.71K +133 +0.2%
VCA
662
Verdence Capital Advisors
Maryland
$624K -$184K -14,335 -21%
WIM
663
WealthPlan Investment Management
Nebraska
$623K +$27.8K +2,164 +5%
MOS
664
MGO One Seven
Ohio
$622K -$64.3K -5,008 -9%
CGA
665
Crescent Grove Advisors
Illinois
$621K +$4.47K +348 +0.7%
SAM
666
Sawgrass Asset Management
Florida
$618K -$113K -8,800 -14%
WP
667
WealthPLAN Partners
Nebraska
$617K +$611K +47,565 New
GWM
668
Geneos Wealth Management
Colorado
$615K -$375K -29,165 -36%
FDS
669
First Dallas Securities
Texas
$614K +$546K +42,500 +414%
RBFC
670
Roman Butler Fullerton & Co
Missouri
$614K -$13.8K -1,072 -2%
F
671
F3Logic
Minnesota
$611K -$22K -1,713 -3%
GBS
672
Gallagher Benefit Services
Illinois
$611K +$675K +52,557 New
GCM
673
Gibraltar Capital Management
Oklahoma
$610K +$44.4K +3,455 +7%
JAFL
674
Jay A. Fishman Ltd
Michigan
$608K -$3.21K -250 -0.5%
SP
675
Symmetry Partners
Connecticut
$602K – – –
25 26
27
28 29