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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1101
American Financial Advisors
Georgia
$816K +$25K +212 +4%
PP
1102
PDS Planning
Ohio
$815K +$156K +1,328 +30%
FNBOO
1103
First National Bank of Omaha
Nebraska
$814K -$10.5K -89 -2%
RP
1104
Rowlandmiller & Partners
Georgia
$814K -$3.65K -31 -0.5%
CFG
1105
Citizens Financial Group
Rhode Island
$811K +$17K +144 +3%
VIM
1106
Vinva Investment Management
Australia
$810K -$164K -1,391 -19%
CAC
1107
Cowen and Company
New York
$809K +$680K +5,774 New
EWA
1108
EverSource Wealth Advisors
Alabama
$807K +$406K +3,442 +123%
CWG
1109
Cornerstone Wealth Group
North Carolina
$803K +$103K +871 +18%
PCM
1110
Pointe Capital Management
Michigan
$802K -$2.12K -18 -0.3%
TFG
1111
Taylor Financial Group
Virginia
$798K – – –
IP
1112
Ignite Planners
California
$796K -$99.7K -846 -13%
GAA
1113
Global Assets Advisory
Florida
$795K +$669K +5,677 New
NCM
1114
Northside Capital Management
Oregon
$794K – – –
FAM
1115
Frontier Asset Management
Wyoming
$787K +$2K +17 +0.3%
LCM
1116
Logan Capital Management
Pennsylvania
$784K – – –
FA
1117
Fagan Associates
New York
$782K – – –
AWA
1118
Aaron Wealth Advisors
Illinois
$781K +$193K +1,634 +41%
AFG
1119
Allegheny Financial Group
Pennsylvania
$777K -$170K -1,439 -21%
LPT
1120
Legacy Private Trust
Wisconsin
$776K -$1.77K -15 -0.3%
CAM
1121
Carret Asset Management
New York
$776K – – –
CFP
1122
Catalyst Financial Partners
Massachusetts
$776K +$19.1K +162 +3%
AAS
1123
Annex Advisory Services
Wisconsin
$774K -$11.1K -94 -2%
BMA
1124
Brooks Moore & Associates
Tennessee
$771K -$44.4K -377 -6%
IR
1125
IAT Reinsurance
New York
$768K – – –
43 44
45
46 47