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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1601
BLB&B Advisors
Pennsylvania
$2.04M -$60.5K -130 -3%
CF
1602
Copperwynd Financial
Arizona
$2.04M +$144K +309 +8%
RMC
1603
Resources Management Corp
Connecticut
$2.03M +$306K +657 +19%
EFS
1604
Essex Financial Services
Connecticut
$2.03M -$220K -473 -11%
TSW
1605
Three Seasons Wealth
Utah
$2.03M +$30.2K +65 +2%
XT
1606
XTX Topco
Cayman Islands
$2.02M -$829K -1,783 -30%
KLI
1607
Kelman-Lazarov Inc
Tennessee
$2.02M – – –
RWP
1608
Revolve Wealth Partners
New Jersey
$2.02M -$95.8K -206 -5%
SCP
1609
Stamos Capital Partners
California
$2.01M +$860K +1,850 +83%
KI
1610
Kapitalo Investimentos
Brazil
$2.01M -$13.7M -29,380 -88%
UF
1611
Univest Financial
Pennsylvania
$2.01M +$1.89M +4,060 New
LFA
1612
Legacy Financial Advisors
Kentucky
$2M +$65.6K +141 +4%
EWM
1613
Empirical Wealth Management
Washington
$2M +$256K +550 +16%
CWM
1614
Calamos Wealth Management
Illinois
$2M -$4.18K -9 -0.2%
IP
1615
Ignite Planners
California
$2M +$1.86K +4 +0.1%
MTC
1616
McDaniel Terry & Co
Texas
$2M +$2.33K +5 +0.1%
ACM
1617
AUA Capital Management
Pennsylvania
$1.99M -$19.5K -42 -1%
LCM
1618
Liberty Capital Management
Michigan
$1.98M +$49.3K +106 +3%
CCA
1619
Cobblestone Capital Advisors
New York
$1.97M +$14.4K +31 +0.8%
SIM
1620
Sentry Investment Management
Wisconsin
$1.97M – – –
SMC
1621
Smith, Moore & Co
Missouri
$1.96M -$207K -445 -10%
BCM
1622
Barden Capital Management
Texas
$1.96M +$30.7K +66 +2%
HFO
1623
Heritage Family Offices
Arizona
$1.96M +$401K +863 +28%
BWM
1624
Brophy Wealth Management
New Hampshire
$1.96M +$1.84M +3,962 New
AA
1625
Altman Advisors
Illinois
$1.95M +$1.84M +3,947 New
63 64
65
66 67