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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2201
Trellis Advisors
Washington
$992K +$5.72K +19 +0.6%
MF
2202
Magnetar Financial
Illinois
$992K -$426K -1,415 -30%
MFS
2203
Mirabella Financial Services
United Kingdom
$991K -$7.83M -25,991 -89%
RGF
2204
Retirement Guys Formula
Ohio
$990K +$152K +505 +18%
MC
2205
Matisse Capital
Oregon
$989K -$128K -425 -11%
WTFG
2206
Wells Trecaso Financial Group
Ohio
$985K +$7.53K +25 +0.8%
MCM
2207
Manchester Capital Management
Vermont
$982K +$125K +415 +15%
PBK
2208
Peoples Bank (Kansas)
Kansas
$981K +$984K +3,267 New
PCA
2209
Prosperity Capital Advisors
Ohio
$980K -$3.31K -11 -0.3%
PA
2210
Paragon Advisors
Texas
$979K -$255K -847 -21%
CAL
2211
Capital Advisors Ltd
Ohio
$977K – – –
FRA
2212
Frank Rimerman Advisors
California
$974K -$57.5K -191 -6%
TCBWMS
2213
Texas Capital Bank Wealth Management Services
Texas
$971K -$1.49M -4,943 -60%
MA
2214
Montag & Associates
Georgia
$971K -$68.4K -227 -7%
CFD
2215
Creative Financial Designs
Indiana
$970K +$16.3K +54 +2%
RDWM
2216
Red Door Wealth Management
Tennessee
$967K -$603K -2,000 -38%
GCA
2217
Genesee Capital Advisors
New York
$967K +$37.7K +125 +4%
AFA
2218
American Financial Advisors
Georgia
$966K +$30.1K +100 +3%
SIC
2219
Sterling Investment Counsel
New York
$965K -$13K -43 -1%
PWP
2220
Pursue Wealth Partners
California
$963K +$445K +1,478 +85%
AW
2221
Atlas Wealth
Ohio
$962K – – –
GWM
2222
Greenwich Wealth Management
Connecticut
$962K +$65.7K +218 +7%
BFWA
2223
Benchmark Financial Wealth Advisors
Florida
$961K +$3.92K +13 +0.4%
IAM
2224
Innovis Asset Management
Illinois
$960K -$3.62K -12 -0.4%
AT
2225
American Trust
Kentucky
$959K +$36.2K +120 +4%
87 88
89
90 91