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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1001
Diversify Wealth Management
Utah
$1.41M +$174K +382 +15%
SW
1002
SVB Wealth
Massachusetts
$1.41M -$1.27M -2,778 -48%
VCA
1003
Verdence Capital Advisors
Maryland
$1.41M +$792K +1,736 +138%
LIG
1004
Lokken Investment Group
Delaware
$1.4M +$79K +173 +6%
SP
1005
SIH Partners
Delaware
$1.4M +$1.36M +2,976 New
HAS
1006
HBW Advisory Services
California
$1.39M +$1.35M +2,968 New
CHAM
1007
Clear Harbor Asset Management
Connecticut
$1.39M +$86.7K +190 +7%
GFP
1008
Gryphon Financial Partners
Ohio
$1.38M +$149K +326 +12%
MWM
1009
Marion Wealth Management
Pennsylvania
$1.38M +$1.34M +2,937 New
MWM
1010
Meridian Wealth Management
Kentucky
$1.37M -$43.8K -96 -3%
PCP
1011
Proficio Capital Partners
Massachusetts
$1.37M +$147K +323 +12%
HC
1012
Henshaw Capital
Massachusetts
$1.37M – – –
WFI
1013
West Family Investments
California
$1.36M +$408K +893 +44%
LF
1014
Lee Financial
Texas
$1.35M +$131K +286 +11%
TNB
1015
Thomasville National Bank
Georgia
$1.35M – – –
MI
1016
Motiv8 Investments
Florida
$1.34M +$139K +305 +12%
MT
1017
Midwest Trust
Kansas
$1.34M +$1.3M +2,849 New
SB
1018
Strategic Blueprint
Georgia
$1.33M +$58.4K +128 +5%
WIA
1019
World Investment Advisors
California
$1.33M +$335K +735 +35%
MMPW
1020
Mitchell McLeod Pugh & Williams
Alabama
$1.33M +$26.9K +59 +2%
BWIA
1021
Bryant Woods Investment Advisors
New York
$1.33M +$3.19K +7 +0.2%
CI
1022
Conning Inc
Connecticut
$1.33M -$68.9K -151 -5%
FGA
1023
Fortis Group Advisors
New Jersey
$1.33M – – –
CAMG
1024
CWA Asset Management Group
Florida
$1.32M +$15.5K +34 +1%
CI
1025
CX Institutional
Indiana
$1.32M -$20.1K -44 -2%
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