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Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1701
Texas Capital Bancshares
Texas
$1.76M -$21.9K -68 -1%
PSP
1702
Pacific Sage Partners
Washington
$1.76M +$643 +2 +0%
IFWM
1703
Institute for Wealth Management
Colorado
$1.76M -$24.8K -77 -1%
IP
1704
Ignite Planners
California
$1.76M -$49.2K -153 -2%
I
1705
INVST
Indiana
$1.75M +$88.1K +274 +5%
AS
1706
Altshuler Shaham
Israel
$1.75M -$152M -473,960 -99%
SACTSONJ
1707
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.75M – – –
PFA
1708
Pathway Financial Advisers
Indiana
$1.75M +$1.86M +5,790 New
KAS
1709
KPP Advisory Services
Kentucky
$1.75M +$1.86M +5,792 New
CCWM
1710
Cassaday & Co Wealth Management
Virginia
$1.75M +$90K +280 +5%
IWS
1711
Insight Wealth Strategies
California
$1.74M +$142K +441 +8%
FCFC
1712
First Citizens Financial Corp
Iowa
$1.74M -$20.9K -65 -1%
CPIG
1713
Chicago Partners Investment Group
Illinois
$1.74M +$333K +1,036 +20%
WP
1714
WMS Partners
Maryland
$1.74M -$54.4K -169 -3%
ACM
1715
Allred Capital Management
Texas
$1.74M -$7.72K -24 -0.4%
PWA
1716
Providence Wealth Advisors
Illinois
$1.74M +$127K +396 +7%
LF
1717
Lantz Financial
Illinois
$1.74M -$28.3K -88 -2%
HWA
1718
HHM Wealth Advisors
Tennessee
$1.73M -$53.4K -166 -3%
VCM
1719
Versant Capital Management
Arizona
$1.73M +$3.86K +12 +0.2%
TIA
1720
Trust Investment Advisors
Indiana
$1.73M -$11.9K -37 -0.6%
LJAC
1721
L.J. Altfest & Co
New York
$1.72M -$322 -1 -0%
CWM
1722
C2C Wealth Management
Arizona
$1.72M -$161K -500 -8%
KA
1723
Klingman & Associates
New York
$1.72M -$18.3K -57 -1%
AO
1724
Advisor OS
Illinois
$1.72M -$410K -1,276 -18%
CAM
1725
Covenant Asset Management
New Jersey
$1.72M +$9.33K +29 +0.5%
67 68
69
70 71