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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
2651
Acorn Financial Advisory Services
Virginia
$2.65M +$90.9K +501 +4%
OFS
2652
OneAscent Financial Services
Alabama
$2.65M +$204K +1,122 +9%
FHC
2653
First Heartland Consultants
Missouri
$2.65M +$67.2K +370 +3%
CCM
2654
Copeland Capital Management
Pennsylvania
$2.64M -$329K -1,813 -12%
SB
2655
Sunflower Bank
Texas
$2.64M +$2.36M +12,978 New
FA
2656
FMA Advisory
Pennsylvania
$2.64M +$129K +712 +6%
ICM
2657
Islay Capital Management
Texas
$2.62M -$87.3K -481 -4%
CIM
2658
Corda Investment Management
Texas
$2.61M +$183K +1,007 +9%
GFPC
2659
Global Financial Private Client
Florida
$2.61M -$9.26K -51 -0.4%
CAS
2660
Cascadia Advisory Services
Oregon
$2.61M +$2.33M +12,820 New
GPFA
2661
Game Plan Financial Advisors
Ohio
$2.6M +$321K +1,770 +16%
WCG
2662
Weaver Consulting Group
California
$2.59M +$39K +215 +2%
EGM
2663
Engineers Gate Manager
New York
$2.58M +$2.03M +11,200 +752%
IA
2664
Independence Advisors
Pennsylvania
$2.58M -$182K -1,002 -7%
WA
2665
Waverly Advisors
Alabama
$2.58M +$29.6K +163 +1%
AO
2666
Advisor OS
Illinois
$2.57M +$2.29M +12,624 New
AA
2667
Apriem Advisors
California
$2.56M +$444K +2,447 +24%
NCM
2668
Neumann Capital Management
California
$2.56M -$127K -700 -5%
CAL
2669
Capital Advisors Ltd
Ohio
$2.56M -$23.6K -130 -1%
TF
2670
TRH Financial
Iowa
$2.55M +$2.17M +11,969 New
W
2671
Wealthquest
Ohio
$2.55M +$2.27M +12,516 New
DR
2672
Davis Rea
Ontario, Canada
$2.53M +$1.82M +10,012 +410%
TAM
2673
Tealwood Asset Management
Minnesota
$2.53M -$1.04M -5,712 -32%
OFG
2674
Oxford Financial Group
Indiana
$2.52M -$55.9K -308 -2%
IFS
2675
Ifrah Financial Services
Arkansas
$2.52M -$79.1K -436 -3%
105 106
107
108 109