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Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1501
GM Advisory Group
New York
$8.82M +$253K +392 +3%
EFS
1502
Essex Financial Services
Connecticut
$8.81M -$1.19M -1,840 -11%
KGC
1503
Kennon-Green & Company
Ohio
$8.78M -$1.78M -2,765 -15%
KF
1504
KKM Financial
Illinois
$8.76M -$151K -234 -2%
LT
1505
Legacy Trust
Michigan
$8.75M -$55.5K -86 -0.6%
FSA
1506
Fort Sheridan Advisors
Illinois
$8.75M +$110K +170 +1%
SA
1507
Strategic Advisors
New York
$8.75M -$352K -546 -3%
GKIM
1508
GW&K Investment Management
Massachusetts
$8.73M +$8.84M +13,698 +941%
WG
1509
Welch Group
Alabama
$8.71M +$31K +48 +0.3%
EI
1510
Ellevest Inc
New York
$8.71M -$2.26M -3,501 -19%
BBA
1511
BLB&B Advisors
Pennsylvania
$8.7M +$6.9M +10,692 +242%
RCM
1512
RB Capital Management
Nevada
$8.7M +$147K +228 +2%
CIP
1513
Capital Insight Partners
Arizona
$8.69M -$29.7K -46 -0.3%
AWM
1514
Activest Wealth Management
Florida
$8.66M +$54.8K +85 +0.6%
MCWS
1515
McKinley Carter Wealth Services
West Virginia
$8.65M +$791K +1,226 +9%
PAMI
1516
Perseverance Asset Management International
Cayman Islands
$8.65M -$38.7M -60,000 -80%
AWE
1517
Avidian Wealth Enterprises
Texas
$8.64M +$174K +270 +2%
AG
1518
Algert Global
California
$8.62M +$1.13M +1,752 +13%
LHC
1519
Little House Capital
Massachusetts
$8.62M -$861K -1,334 -8%
LWIC
1520
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.59M -$1.92M -2,981 -17%
HT
1521
Heritage Trust
Oklahoma
$8.53M -$11K -17 -0.1%
MMG
1522
Monetary Management Group
Missouri
$8.52M -$67.7K -105 -0.7%
1WA
1523
180 Wealth Advisors
Washington
$8.52M -$31.6K -49 -0.3%
SPG
1524
Strategic Planning Group
Utah
$8.51M -$1.1M -1,708 -10%
TCA
1525
Trifecta Capital Advisors
Illinois
$8.5M +$610K +945 +7%
59 60
61
62 63