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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
1001
Advanced Asset Management Advisors
Ohio
$5.57M – – –
AAS
1002
Ameritas Advisory Services
Nebraska
$5.56M +$954K +3,133 +22%
SS
1003
Simplicity Solutions
Minnesota
$5.55M +$282K +926 +6%
BIG
1004
Builder Investment Group
Georgia
$5.54M +$5.34M +17,524 New
HIC
1005
Holderness Investments Company
North Carolina
$5.53M -$45.1K -148 -0.8%
IFG
1006
Independent Financial Group
California
$5.53M -$149K -489 -3%
MWM
1007
Meridian Wealth Management
Kentucky
$5.53M +$217K +713 +4%
WC
1008
Winmill & Co
New Hampshire
$5.5M – – –
OCM
1009
Orleans Capital Management
Louisiana
$5.49M +$3.05K +10 +0.1%
IEFM
1010
IQ EQ Fund Management
Ireland
$5.48M -$259K -851 -5%
FPGT
1011
Financial Partners Group (Tennessee)
Tennessee
$5.48M +$5.29M +17,355 New
SCA
1012
Stokes Capital Advisors
South Carolina
$5.47M -$405K -1,330 -7%
WANY
1013
Wealthspire Advisors (New York)
New York
$5.46M +$438K +1,439 +9%
SHA
1014
Seneca House Advisors
Virginia
$5.46M +$860K +2,823 +20%
GH
1015
GAM Holding
Switzerland
$5.46M +$2.17M +7,127 +70%
IAMOG
1016
Investors Asset Management of Georgia
Georgia
$5.45M -$83.8K -275 -2%
EWA
1017
EverSource Wealth Advisors
Alabama
$5.45M +$2.08M +6,814 +65%
GA
1018
Gateway Advisory
New Jersey
$5.44M +$131K +431 +3%
JWCA
1019
J.W. Cole Advisors
Florida
$5.43M -$17.1K -56 -0.3%
IA
1020
IFG Advisory
Georgia
$5.42M -$920K -3,020 -15%
SIAP
1021
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.37M -$23.2K -76 -0.4%
CRB
1022
Chad R. Baker
$5.37M – – –
EFS
1023
Essex Financial Services
Connecticut
$5.36M -$50.3K -165 -1%
ADL
1024
Asset Dedication LLC
California
$5.35M +$455K +1,494 +10%
WTFG
1025
Wells Trecaso Financial Group
Ohio
$5.34M +$116K +382 +2%
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