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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1001
WealthPLAN Partners
Nebraska
$573K -$36.2K -154 -5%
WIM
1002
WealthPlan Investment Management
Nebraska
$573K +$676K +2,878 New
FFA
1003
Fairfield Financial Advisors
Massachusetts
$572K +$581K +2,472 New
HCP
1004
Hexagon Capital Partners
Arkansas
$568K +$45.1K +192 +8%
CI
1005
CPR Investments
Michigan
$567K +$66K +281 +13%
IF
1006
Intrua Financial
Texas
$564K +$89.5K +381 +19%
AWA
1007
Alta Wealth Advisors
Massachusetts
$564K +$573K +2,438 New
PP
1008
Palladium Partners
Virginia
$563K -$23.7K -101 -4%
BIA
1009
BHK Investment Advisors
Alabama
$563K – – –
VFPI
1010
Vantage Financial Partners (Illinois)
Illinois
$561K – – –
BHIA
1011
Birch Hill Investment Advisors
Massachusetts
$560K -$99.9K -425 -15%
SIA
1012
SkyView Investment Advisors
New Jersey
$559K -$4.5M -19,155 -88%
AMC
1013
Asset Management Corp
Illinois
$556K -$463K -1,971 -45%
BDWM
1014
Brewin Dolphin Wealth Management
Ireland
$556K +$42.3K +180 +8%
SC
1015
Searle & Co
Connecticut
$555K – – –
TCA
1016
Transcend Capital Advisors
New Jersey
$555K +$5.88K +25 +1%
CI
1017
Conning Inc
Connecticut
$549K -$12.7K -54 -2%
PA
1018
PSI Advisors
Florida
$549K -$8.22K -35 -1%
WIC
1019
Woodmont Investment Counsel
Tennessee
$545K – – –
SAM
1020
Synergy Asset Management
Washington
$544K +$266K +1,131 +93%
CCP
1021
Corient Capital Partners
California
$543K -$32.9K -140 -6%
CCM
1022
Coldstream Capital Management
Washington
$538K -$122K -518 -18%
KWM
1023
Kingsview Wealth Management
Oregon
$535K -$71.7K -305 -12%
I
1024
IMPACTfolio
Colorado
$532K -$28.9K -123 -5%
SIC
1025
Schwartz Investment Counsel
Michigan
$532K +$153K +650 +39%
39 40
41
42 43