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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1401
Monetary Management Group
Missouri
$8.77M -$226K -440 -3%
CFM
1402
Catalyst Funds Management
Australia
$8.7M +$6.48M +12,600 +485%
PMG
1403
ProVise Management Group
Florida
$8.67M +$4M +7,779 +106%
BFS
1404
Burr Financial Services
California
$8.65M -$1.56M -3,033 -17%
CRWM
1405
Castle Rock Wealth Management
California
$8.65M +$29.8K +58 +0.4%
VAM
1406
Veritas Asset Management
United Kingdom
$8.65M -$5.19M -10,078 -40%
CWC
1407
Carolinas Wealth Consulting
North Carolina
$8.65M +$27.3K +53 +0.4%
DLCIG
1408
D.L. Carlson Investment Group
New Hampshire
$8.64M -$76.2K -148 -1%
1WA
1409
180 Wealth Advisors
Washington
$8.63M -$180K -349 -2%
JRP
1410
Jasper Ridge Partners
California
$8.59M – – –
AF
1411
Advisornet Financial
Minnesota
$8.58M +$360K +700 +5%
KA
1412
Kercheville Advisors
Texas
$8.58M -$342K -665 -4%
JHCP
1413
Jackson Hole Capital Partners
Oklahoma
$8.56M +$371K +721 +5%
AA
1414
ALPS Advisors
Colorado
$8.55M -$1.9M -3,686 -20%
SW
1415
SkyOak Wealth
Michigan
$8.51M -$634K -1,232 -8%
SA
1416
Strategic Advisors
New York
$8.45M -$1.04M -2,017 -12%
CIA
1417
Covington Investment Advisors
Pennsylvania
$8.45M +$451K +876 +6%
RCM
1418
RB Capital Management
Nevada
$8.45M +$85.4K +166 +1%
FP
1419
FFG Partners
Florida
$8.44M +$62.3K +121 +0.8%
AC
1420
Avory & Company
Florida
$8.43M -$1.81M -3,519 -19%
FFAM
1421
Forge First Asset Management
Canada
$8.41M +$7.56M +14,700 New
AWM
1422
Activest Wealth Management
Florida
$8.41M +$18.5K +36 +0.2%
AFG
1423
Argent Financial Group
Louisiana
$8.41M +$7.56M +14,693 New
NNPTE
1424
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$8.41M -$20.5M -39,875 -73%
NPT
1425
National Philanthropic Trust
Pennsylvania
$8.4M -$62.8K -122 -0.8%
55 56
57
58 59