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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1151
American Trust
Kentucky
$4.81M +$495K +1,083 +12%
NP
1152
NorthRock Partners
Minnesota
$4.81M +$277K +607 +6%
IWM
1153
IHT Wealth Management
Illinois
$4.81M -$364K -797 -7%
IFWM
1154
Institute for Wealth Management
Colorado
$4.79M -$88.2K -193 -2%
MSK
1155
Melissa S. Kampmann
$4.78M -$137K -300 -3%
MWM
1156
Modera Wealth Management
New Jersey
$4.78M +$194K +424 +4%
NC
1157
NovaPoint Capital
Georgia
$4.77M -$358K -783 -7%
BBNA
1158
Bremer Bank National Association
Minnesota
$4.76M +$348K +761 +8%
AWAU
1159
Alliance Wealth Advisors (Utah)
Utah
$4.76M +$196K +428 +5%
JRP
1160
Jasper Ridge Partners
California
$4.75M – – –
BG
1161
Bahl & Gaynor
Ohio
$4.75M -$117K -256 -3%
FCI
1162
Financial Counselors Inc
Kansas
$4.75M +$154K +337 +4%
RIM
1163
Reliant Investment Management
Tennessee
$4.73M -$18.3K -40 -0.4%
MWM
1164
Mission Wealth Management
California
$4.73M +$1.95M +4,261 +77%
CWM
1165
Centric Wealth Management
Illinois
$4.72M +$67.2K +147 +1%
PDL
1166
Portfolio Design Labs
California
$4.72M -$2.7M -5,907 -38%
AIP
1167
Ameritas Investment Partners
Nebraska
$4.72M -$131K -286 -3%
TAM
1168
Trust Asset Management
Texas
$4.7M -$10.5K -23 -0.2%
FNB
1169
Farmers National Bank
Kentucky
$4.69M -$58.1K -127 -1%
PFSC
1170
Peoples Financial Services Corp
Pennsylvania
$4.69M -$427K -934 -9%
CGL
1171
Clarius Group LLC
Washington
$4.68M -$535K -1,171 -11%
GD
1172
Grandfield & Dodd
New York
$4.68M -$88.2K -193 -2%
LMKC
1173
L.M. Kohn & Company
Ohio
$4.68M +$25.6K +56 +0.6%
ADL
1174
Asset Dedication LLC
California
$4.67M -$63.5K -139 -1%
GM
1175
GeoWealth Management
Illinois
$4.67M +$1.37M +3,007 +45%
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