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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1851
Convergence Investment Partners
Florida
$624K -$27.9K -75 -4%
RIM
1852
Regent Investment Management
Kentucky
$624K -$27.9K -75 -4%
RW
1853
REDW Wealth
New Mexico
$624K – – –
TFM
1854
TFC Financial Management
Massachusetts
$618K +$1.11K +3 +0.2%
TIS
1855
Tortoise Index Solutions
Kansas
$616K +$36.1K +97 +6%
IC
1856
Intersect Capital
California
$615K +$51.7K +139 +9%
SAM
1857
SP Asset Management
California
$612K +$744 +2 +0.1%
BS
1858
Boenning & Scattergood
Pennsylvania
$610K -$309K -830 -33%
C1AG
1859
Client 1st Advisory Group
Florida
$609K -$14.5K -39 -2%
FMB
1860
Field & Main Bank
Kentucky
$607K +$46.5K +125 +8%
VWA
1861
Visionary Wealth Advisors
Illinois
$606K -$8.18K -22 -1%
CWA
1862
Clarity Wealth Advisors
California
$603K -$61K -164 -9%
JAG
1863
Journey Advisory Group
Kentucky
$602K +$19.3K +52 +3%
WA
1864
Wealth Architects
California
$602K +$98.2K +264 +19%
FHA
1865
First Horizon Advisors
Tennessee
$601K -$39.8K -107 -6%
DI
1866
Diligent Investors
California
$600K – – –
HPC
1867
Hobart Private Capital
North Carolina
$599K -$5.95K -16 -1%
FH
1868
FWG Holdings
Florida
$599K +$610K +1,642 New
RCM
1869
Radnor Capital Management
Pennsylvania
$598K – – –
FFS
1870
Founders Financial Securities
Maryland
$597K +$30.9K +83 +5%
WCM
1871
WealthBridge Capital Management
Ohio
$596K – – –
ODCM
1872
Old Dominion Capital Management
Virginia
$596K +$94.8K +255 +19%
CA
1873
CGN Advisors
Kansas
$592K +$20.8K +56 +4%
AWM
1874
Absher Wealth Management
North Carolina
$592K +$39.8K +107 +7%
VCM
1875
Vigilant Capital Management
Maine
$591K +$71K +191 +13%
73 74
75
76 77