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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
3001
West Paces Advisors
Georgia
$3.08M -$355K -1,344 -9%
BRG
3002
Bay Rivers Group
Virginia
$3.08M -$129K -487 -4%
QFA
3003
Quantum Financial Advisors
California
$3.08M +$1.06K +4 +0%
SFS
3004
Stiles Financial Services
Minnesota
$3.08M +$168K +637 +5%
WP
3005
Wealthspan Partners
Iowa
$3.07M -$8.19K -31 -0.2%
BCP
3006
Berkeley Capital Partners
Georgia
$3.07M +$8.71K +33 +0.3%
HFS
3007
Howard Financial Services
Texas
$3.07M -$100K -380 -3%
SI
3008
Shaker Investments
Ohio
$3.07M +$4.75K +18 +0.1%
KIG
3009
Kessler Investment Group
Indiana
$3.06M +$3.45M +13,065 +13,899%
MCIA
3010
Mountain Capital Investment Advisors
Colorado
$3.06M -$182K -691 -5%
HNWAG
3011
High Net Worth Advisory Group
Florida
$3.06M +$39.9K +151 +1%
IF
3012
Ironwood Financial
Arizona
$3.05M +$87.1K +330 +3%
LIA
3013
LBMC Investment Advisors
Tennessee
$3.04M -$37.8K -143 -1%
DI
3014
DAGCO Inc
Ohio
$3.04M -$76.3K -289 -2%
MHWM
3015
Montz Harcus Wealth Management
Louisiana
$3.04M +$20.9K +79 +0.6%
FIBT
3016
First International Bank & Trust
North Dakota
$3.04M +$103K +391 +3%
SMA
3017
Sage Mountain Advisors
Georgia
$3.04M -$319K -1,208 -8%
CL
3018
CIM LLC
New York
$3.04M -$279K -1,056 -7%
CYG
3019
Clean Yield Group
Vermont
$3.03M -$17.7K -67 -0.5%
IRC
3020
Investors Research Corp
Georgia
$3.03M +$8.98K +34 +0.3%
DI
3021
Disciplined Investments
Oklahoma
$3.03M -$235K -890 -6%
SLA
3022
Silver Lake Advisory
Utah
$3.02M +$528 +2 +0%
AWMT
3023
AAFMAA Wealth Management & Trust
North Carolina
$3.02M -$729K -2,760 -18%
RB
3024
Renasant Bank
Mississippi
$3.01M +$20.1K +76 +0.6%
SCP
3025
Shorepoint Capital Partners
Massachusetts
$3.01M +$146K +553 +4%
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