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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
751
Diversify Wealth Management
Utah
$11.2M +$425K +1,305 +4%
DAS
752
Diversify Advisory Services
Utah
$11.2M +$10.4M +32,084 +2,872%
PVI
753
Pine Valley Investments
New Jersey
$11.1M +$278K +854 +3%
VF
754
Vest Financial
Virginia
$11.1M +$1.44M +4,421 +16%
CA
755
Carson Advisory
Georgia
$11M +$225K +693 +2%
IFG
756
Independent Financial Group
California
$11M +$25.4K +78 +0.3%
SW
757
SVB Wealth
Massachusetts
$11M -$1.37M -4,205 -12%
OPW
758
Osprey Private Wealth
New York
$11M +$445K +1,367 +5%
MAP
759
Managed Asset Portfolios
Michigan
$10.9M +$59.2K +182 +0.6%
LNB
760
Ledyard National Bank
$10.9M -$156K -479 -2%
OC
761
Opal Capital
Florida
$10.9M +$4.12M +12,660 +69%
MKA
762
M. Kulyk & Associates
Georgia
$10.9M +$944K +2,903 +10%
WF
763
WoodTrust Financial
Wisconsin
$10.8M +$556K +1,709 +6%
FCMC
764
Founders Capital Management (Connecticut)
Connecticut
$10.8M -$361K -1,111 -4%
EIA
765
Emerald Investment Advisers
Pennsylvania
$10.7M +$625K +1,921 +7%
PWP
766
Private Wealth Partners
California
$10.6M -$2.09M -6,438 -18%
MCM
767
Mattern Capital Management
Colorado
$10.6M +$895K +2,751 +10%
MSA
768
MUFG Securities Americas
New York
$10.6M +$800K +2,458 +9%
TCBWMS
769
Texas Capital Bank Wealth Management Services
Texas
$10.6M +$1.74M +5,356 +22%
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$10.6M -$110K -337 -1%
NDSIB
771
North Dakota State Investment Board
North Dakota
$10.4M +$246K +756 +3%
PKC
772
Palmer Knight Company
Florida
$10.4M +$1.9M +5,854 +25%
LCM
773
LVM Capital Management
Michigan
$10.4M -$634K -1,948 -6%
RA
774
RFG Advisory
Alabama
$10.4M -$232K -714 -2%
LPC
775
Long Pond Capital
New York
$10.4M +$9.6M +29,500 New
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