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Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1601
Gries Financial
Ohio
$1.9M +$27.8K +94 +1%
SNBOSD
1602
Security National Bank of So Dak
Iowa
$1.9M -$15.4K -52 -0.7%
AO
1603
Advisor OS
Illinois
$1.89M +$369K +1,249 +22%
WCA
1604
Westover Capital Advisors
Delaware
$1.89M -$116K -393 -5%
TFS
1605
TrustCore Financial Services
Tennessee
$1.88M +$19.2K +65 +1%
SNBOSCI
1606
Security National Bank of Sioux City Iowa
Iowa
$1.88M +$2.95K +10 +0.1%
FPAS
1607
Focus Partners Advisor Solutions
Missouri
$1.88M +$579K +1,961 +40%
PWS
1608
Peloton Wealth Strategists
Indiana
$1.87M +$59K +200 +3%
T
1609
TCWP
Ohio
$1.87M +$112K +379 +6%
ACS
1610
Archford Capital Strategies
Illinois
$1.87M -$2.95K -10 -0.1%
UIA
1611
UBP Investment Advisors
Switzerland
$1.87M -$4.13M -13,996 -67%
CA
1612
Carson Advisory
Georgia
$1.87M +$133K +452 +7%
AIP
1613
Ahrens Investment Partners
Louisiana
$1.86M -$30.1K -102 -1%
CWM
1614
C2C Wealth Management
Arizona
$1.86M -$57.3K -194 -3%
HWA
1615
HCR Wealth Advisors
California
$1.86M -$23K -78 -1%
SFP
1616
Shepherd Financial Partners
Massachusetts
$1.85M -$69.4K -235 -3%
MS
1617
Maven Securities
Jersey
$1.85M +$1.99M +6,749 New
MFA
1618
Mayflower Financial Advisors
Massachusetts
$1.85M -$30.7K -104 -2%
MIA
1619
MMBG Investment Advisors
Florida
$1.84M +$98.9K +335 +5%
NWM
1620
Northcape Wealth Management
New York
$1.84M -$325K -1,102 -14%
IA
1621
Insight Advisors
Pennsylvania
$1.84M -$158K -534 -8%
VWA
1622
Visionary Wealth Advisors
Illinois
$1.84M +$140K +475 +8%
WFS
1623
Widmann Financial Services
Maryland
$1.84M +$38.7K +131 +2%
RWB
1624
RMR Wealth Builders
New Jersey
$1.83M -$646K -2,188 -25%
CI
1625
CX Institutional
Indiana
$1.83M +$56.1K +190 +3%
63 64
65
66 67