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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1101
Valeo Financial Advisors
Indiana
$5.45M -$331K -1,016 -6%
AWM
1102
Aprio Wealth Management
Georgia
$5.44M +$498K +1,531 +11%
MYA
1103
Meiji Yasuda America
New York
$5.44M +$894K +2,747 +22%
AOWM
1104
Asset One Wealth Management
Washington
$5.44M +$1.24M +3,797 +31%
SNPAM
1105
St. Nicholas Private Asset Management
Florida
$5.42M +$122K +375 +2%
IAN
1106
Integrated Advisors Network
Texas
$5.4M -$115K -355 -2%
GWMIA
1107
Global Wealth Management Investment Advisory
Florida
$5.37M +$288K +886 +6%
HAG
1108
HighPoint Advisor Group
Illinois
$5.35M +$351K +1,078 +8%
PTCG
1109
Pring Turner Capital Group
California
$5.34M +$451K +1,387 +10%
SC
1110
Sapient Capital
Indiana
$5.33M -$16.3M -50,027 -77%
FLI
1111
Family Legacy Inc
South Carolina
$5.32M +$13K +40 +0.3%
HSA
1112
HBK Sorce Advisory
Pennsylvania
$5.32M +$99.2K +305 +2%
MG
1113
Mather Group
Illinois
$5.31M +$155K +477 +3%
VIA
1114
Victrix Investment Advisors
Florida
$5.31M +$793K +2,437 +19%
ACM
1115
Alpha Capital Management
Texas
$5.3M +$127K +391 +3%
VCAM
1116
Van Cleef Asset Management
Ohio
$5.29M – – –
BL
1117
BFSG LLC
California
$5.29M +$159K +488 +3%
BB
1118
Busey Bank
Illinois
$5.28M -$137K -421 -3%
MMHP
1119
Murphy Middleton Hinkle & Parker
Georgia
$5.28M +$14.6K +45 +0.3%
TWIM
1120
TIAA Wealth Investment Management
New York
$5.27M +$224K +690 +5%
WAS
1121
Wealth Advisory Solutions
Indiana
$5.27M +$25.4K +78 +0.5%
DR
1122
Davis Rea
Ontario, Canada
$5.26M +$189K +581 +4%
PA
1123
Perennial Advisors
New York
$5.26M -$89.5K -275 -2%
AF
1124
Arrow Financial
New York
$5.24M +$17.2K +53 +0.4%
AWM
1125
Aries Wealth Management
Maine
$5.23M -$41.6K -128 -0.9%
43 44
45
46 47