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Name Holding Trade Value Shares
Change 		Change in
Stake
NF
901
Nikulski Financial
Iowa
$501K +$37K +175 +6%
FCFC
902
First Commonwealth Financial Corp
Pennsylvania
$498K -$45.5K -215 -7%
HAM
903
Highstreet Asset Management
Ontario, Canada
$497K +$30.5K +144 +5%
APP
904
Avantax Planning Partners
Iowa
$495K +$8.46K +40 +1%
HL
905
HeadInvest LLC
Maine
$494K +$329K +1,556 +103%
PFPT
906
Pinnacle Financial Partners (Tennessee)
Tennessee
$493K -$11K -52 -2%
AWM
907
Aries Wealth Management
Maine
$493K – – –
TWA
908
TCI Wealth Advisors
Arizona
$489K +$47.6K +225 +8%
AWM
909
Alterna Wealth Management
Texas
$489K +$476K +2,249 New
RWA
910
River Wealth Advisors
Pennsylvania
$487K +$128K +604 +25%
CCG
911
Ceeto Capital Group
Florida
$486K – – –
FA
912
FMA Advisory
Pennsylvania
$484K -$16.7K -79 -3%
MSAM
913
Moloney Securities Asset Management
Missouri
$482K -$270K -1,275 -30%
BSW
914
Buckingham Strategic Wealth
Missouri
$482K -$147K -696 -19%
AIM
915
Advantage Investment Management
Iowa
$482K -$13.5K -64 -2%
IFWM
916
Institute for Wealth Management
Colorado
$482K +$632K +2,987 New
FHA
917
Flagship Harbor Advisors
Massachusetts
$477K +$207K +977 +49%
ALAM
918
Asahi Life Asset Management
Japan
$477K +$625K +2,955 New
TF
919
TLWM Financial
Texas
$475K +$9.94K +47 +2%
LFAS
920
Level Four Advisory Services
Texas
$471K -$85.5K -404 -12%
NBG
921
Nancy B. Gardiner
$470K – – –
PCM
922
Parsons Capital Management
Rhode Island
$468K +$80.4K +380 +15%
BAM
923
Berkshire Asset Management
Pennsylvania
$466K -$59K -279 -9%
EWM
924
Evercore Wealth Management
New York
$465K -$478K -2,262 -44%
AF
925
Advisornet Financial
Minnesota
$464K +$459K +2,169 +308%
35 36
37
38 39