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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1001
Elevated Financial Group
Indiana
$769K -$330K -907 -27%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$764K -$18.9K -52 -2%
MT
1003
Midwest Trust
Kansas
$763K -$36.7K -101 -4%
AA
1004
ALPS Advisors
Colorado
$760K +$881K +2,426 New
WF
1005
Womack Financial
Texas
$758K – – –
FLI
1006
Family Legacy Inc
South Carolina
$755K +$5.81K +16 +0.7%
HIP
1007
HUB Investment Partners
Texas
$752K +$357K +983 +69%
BCPWM
1008
Bradley & Co Private Wealth Management
Florida
$751K – – –
TCOV
1009
Trust Company of Vermont
Vermont
$745K +$865K +2,380 New
JWA
1010
JFS Wealth Advisors
Pennsylvania
$744K -$49.4K -136 -5%
QFW
1011
QTR Family Wealth
Florida
$743K +$22.5K +62 +3%
ACM
1012
Advisors Capital Management
New Jersey
$741K -$81.8K -225 -9%
HAM
1013
Hedges Asset Management
Nevada
$736K +$854K +2,350 New
DA
1014
Doliver Advisors
Texas
$733K -$132K -362 -13%
I
1015
IMPACTfolio
Colorado
$720K – – –
TP
1016
TritonPoint Partners
Maryland
$719K +$831K +2,287 New
EDRH
1017
Edmond de Rothschild Holding
Switzerland
$719K +$834K +2,295 New
MFA
1018
Mayflower Financial Advisors
Massachusetts
$718K -$10.5K -29 -1%
LT
1019
Legacy Trust
Michigan
$717K -$271K -745 -25%
CW
1020
CreativeOne Wealth
Kansas
$716K -$156K -428 -16%
FIA
1021
Foundations Investment Advisors
Arizona
$716K +$207K +571 +33%
EFS
1022
Essex Financial Services
Connecticut
$713K +$4K +11 +0.5%
IAS
1023
IMA Advisory Services
Colorado
$712K +$10.9K +30 +1%
TFG
1024
Taylor Financial Group
Virginia
$706K – – –
UIM
1025
Unified Investment Management
Georgia
$700K -$5.81K -16 -0.7%
39 40
41
42 43