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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1851
OneAscent Financial Services
Alabama
$1.49M +$390K +754 +36%
PWM
1852
Prentice Wealth Management
New York
$1.49M +$29K +56 +2%
CANC
1853
Culbertson A N & Co
Virginia
$1.48M -$5.18K -10 -0.4%
GC
1854
Gilbert & Cook
Iowa
$1.47M -$7.76K -15 -0.5%
RCA
1855
Roberts Capital Advisors
Colorado
$1.47M – – –
4WM
1856
4J Wealth Management
Virginia
$1.47M -$50.2K -97 -3%
GA
1857
Guerra Advisors
Florida
$1.47M +$1.45M +2,795 New
RIL
1858
Rothschild Investment LLC
Illinois
$1.47M +$22.8K +44 +2%
CIM
1859
Caldwell Investment Management
Ontario, Canada
$1.47M – – –
ACA
1860
Affinity Capital Advisors
California
$1.47M +$20.7K +40 +1%
TWA
1861
TCI Wealth Advisors
Arizona
$1.47M -$125K -241 -8%
DWG
1862
Darden Wealth Group
Michigan
$1.47M – – –
KC
1863
Katamaran Capital
United Kingdom
$1.47M +$1.44M +2,784 New
BB
1864
Berkshire Bank
Massachusetts
$1.47M +$511K +988 +55%
RWI
1865
Red Wave Investments
Pennsylvania
$1.46M – – –
RIG
1866
RiverFront Investment Group
Virginia
$1.46M +$1.43M +2,771 New
IP
1867
Intellectus Partners
California
$1.46M – – –
GS
1868
GWN Securities
Florida
$1.46M +$1.41M +2,733 New
DBRC
1869
D.B. Root & Company
Pennsylvania
$1.45M +$40.4K +78 +3%
MFS
1870
Mattson Financial Services
Michigan
$1.45M +$264K +509 +21%
EM
1871
Excalibur Management
Massachusetts
$1.45M -$49.7K -96 -3%
KCM
1872
KRS Capital Management
Michigan
$1.45M +$13.5K +26 +1%
AA
1873
Alta Advisers
United Kingdom
$1.44M +$229K +442 +19%
WAG
1874
Winthrop Advisory Group
Massachusetts
$1.44M +$141K +272 +11%
GAG
1875
GM Advisory Group
New York
$1.44M +$2.07K +4 +0.1%
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75
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