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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1851
Iams Wealth Management
Nebraska
$2.26M -$48.8K -124 -2%
BFC
1852
Bedel Financial Consulting
Indiana
$2.26M +$13.4K +34 +0.6%
CIM
1853
CCLA Investment Management
United Kingdom
$2.26M +$2.19M +5,572 New
PDL
1854
Portfolio Design Labs
California
$2.26M +$1.39M +3,528 +173%
BG
1855
Bollard Group
Massachusetts
$2.25M +$3.93K +10 +0.2%
ZF
1856
Zhang Financial
Michigan
$2.25M +$332K +845 +18%
SSA
1857
Sierra Summit Advisors
Nevada
$2.25M +$33.4K +85 +2%
EFG
1858
Ethos Financial Group
Pennsylvania
$2.25M -$247K -628 -10%
BFG
1859
Beacon Financial Group
Texas
$2.25M +$138K +351 +7%
BCP
1860
Berkeley Capital Partners
Georgia
$2.24M -$35K -89 -2%
LOPW
1861
Live Oak Private Wealth
North Carolina
$2.24M +$76.7K +195 +4%
MFA
1862
Mayflower Financial Advisors
Massachusetts
$2.24M +$92.4K +235 +4%
MWA
1863
Midland Wealth Advisors
Illinois
$2.24M +$41.7K +106 +2%
MWP
1864
Meridian Wealth Partners
Pennsylvania
$2.24M -$245K -624 -10%
1WA
1865
180 Wealth Advisors
Washington
$2.23M -$19.7K -50 -0.9%
HA
1866
Harbor Advisors
Florida
$2.23M – – –
WEG
1867
World Equity Group
Illinois
$2.22M +$426K +1,084 +25%
HBT
1868
Heartland Bank & Trust
Illinois
$2.22M +$647K +1,646 +43%
NWMG
1869
Nicholson Wealth Management Group
South Carolina
$2.22M +$135K +343 +7%
FNFDCM
1870
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.21M -$2.75K -7 -0.1%
LB
1871
Legacy Bridge
Iowa
$2.21M +$3.93K +10 +0.2%
SCP
1872
Stamos Capital Partners
California
$2.2M -$1.31M -3,323 -38%
MWM
1873
Massachusetts Wealth Management
Massachusetts
$2.2M +$9.83K +25 +0.5%
SFG
1874
SevenBridge Financial Group
Pennsylvania
$2.2M -$407K -1,035 -15%
AO
1875
Advisor OS
Illinois
$2.19M +$57.8K +147 +3%
73 74
75
76 77