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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1001
Merit Financial Group
Georgia
$5.23M +$61.8K +154 +1%
EWM
1002
Executive Wealth Management
Michigan
$5.19M +$479K +1,194 +10%
VCA
1003
Verdence Capital Advisors
Maryland
$5.19M +$565K +1,407 +12%
WANY
1004
Wealthspire Advisors (New York)
New York
$5.18M +$1.5M +3,729 +40%
PVH
1005
Psagot Value Holdings
Israel
$5.13M +$100K +250 +2%
YDMI
1006
Y.D. More Investments
Israel
$5.12M +$792K +1,972 +18%
DEA
1007
DoubleLine ETF Adviser
Florida
$5.07M +$251K +625 +5%
GP
1008
Geneva Partners
Wisconsin
$5.07M +$198K +493 +4%
CAM
1009
Carret Asset Management
New York
$5.04M -$361K -900 -7%
FSA
1010
Fort Sheridan Advisors
Illinois
$5.01M +$638K +1,589 +14%
BFPW
1011
BOK Financial Private Wealth
Colorado
$5.01M -$421K -1,048 -8%
TAS
1012
TIFF Advisory Services
Pennsylvania
$5.01M -$1.57M -3,914 -24%
PFPT
1013
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.94M -$54.6K -136 -1%
WG
1014
Welch Group
Alabama
$4.93M +$80.3K +200 +2%
AWM
1015
Avitas Wealth Management
California
$4.92M -$110K -275 -2%
KNW
1016
Kesler Norman & Wride
Utah
$4.91M +$2.81K +7 +0.1%
AIIMS
1017
Analyst IMS Investment Management Services
Israel
$4.91M +$14.9K +37 +0.3%
STA
1018
Summit Trail Advisors
New York
$4.9M +$360K +896 +8%
DWM
1019
Dakota Wealth Management
Florida
$4.89M +$338K +842 +7%
CA
1020
Callahan Advisors
Texas
$4.86M +$4.93M +12,272 New
CIP
1021
Capital Insight Partners
Arizona
$4.84M +$197K +492 +4%
ISL
1022
Ingalls & Snyder LLC
New York
$4.83M -$136K -340 -3%
BI
1023
Berkeley Inc
Idaho
$4.8M -$171K -426 -3%
OAM
1024
Ostrum Asset Management
France
$4.8M -$496K -1,235 -9%
AC
1025
Arjuna Capital
North Carolina
$4.79M +$138K +343 +3%
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