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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
1626
Caliber Wealth Management (Utah)
Utah
$2.7M +$357K +938 +15%
SNBOSD
1627
Security National Bank of So Dak
Iowa
$2.69M – – –
WFS
1628
Widmann Financial Services
Maryland
$2.68M +$2.46M +6,452 New
MFG
1629
Menard Financial Group
Texas
$2.67M +$55.2K +145 +2%
CPC
1630
Congress Park Capital
New York
$2.67M +$1.9K +5 +0.1%
BWA
1631
Blodgett Wealth Advisors
California
$2.67M +$2.45M +6,434 New
CWM
1632
C2C Wealth Management
Arizona
$2.67M +$2.45M +6,424 New
WP
1633
WealthSource Partners
California
$2.67M +$8.38K +22 +0.3%
SFS
1634
Stiles Financial Services
Minnesota
$2.66M +$2.44M +6,417 New
COF
1635
Capital One Financial
Virginia
$2.66M -$21.7K -57 -0.9%
MIA
1636
MMBG Investment Advisors
Florida
$2.65M +$2.43M +6,380 New
XF
1637
XML Financial
Maryland
$2.65M +$6.09K +16 +0.3%
KM
1638
Kalos Management
Georgia
$2.65M +$27K +71 +1%
TNAM
1639
Terra Nova Asset Management
New York
$2.64M -$24.7K -65 -1%
KWM
1640
Keebeck Wealth Management
Illinois
$2.64M +$80.3K +211 +3%
CBT
1641
Central Bank & Trust
Kentucky
$2.64M +$86.8K +228 +4%
CI
1642
CX Institutional
Indiana
$2.64M -$2.31M -6,067 -49%
JCM
1643
Jacobi Capital Management
Pennsylvania
$2.64M +$114K +299 +5%
KFP
1644
KMG Fiduciary Partners
Ohio
$2.63M -$104K -273 -4%
IFWM
1645
Institute for Wealth Management
Colorado
$2.63M +$1.52K +4 +0.1%
FDS
1646
Freedom Day Solutions
Texas
$2.63M -$25.1K -66 -1%
TFS
1647
TrustCore Financial Services
Tennessee
$2.62M -$399K -1,047 -14%
MLM
1648
Mount Lucas Management
Pennsylvania
$2.62M -$84.5K -222 -3%
WCM
1649
Washburn Capital Management
Florida
$2.62M -$30.8K -81 -1%
EAM
1650
Eukles Asset Management
Ohio
$2.62M +$2.39M +6,268 +17,909%
64 65
66
67 68