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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3226
Wellspring Financial Advisors
Ohio
$5.44M +$478K +1,181 +10%
BCFS
3227
Butensky & Cohen Financial Security
Florida
$5.44M -$466K -1,150 -8%
BW
3228
BIP Wealth
Georgia
$5.44M +$964K +2,382 +23%
AFA
3229
AA Financial Advisors
Ohio
$5.43M +$4.64M +11,468 +794%
WWM
3230
WJ Wealth Management
Arizona
$5.43M +$313K +772 +6%
CWM
3231
Cahaba Wealth Management
Georgia
$5.42M -$51.8K -128 -1%
MMHP
3232
Murphy Middleton Hinkle & Parker
Georgia
$5.41M -$234K -578 -4%
RW
3233
REDW Wealth
New Mexico
$5.41M -$200K -493 -4%
LIA
3234
LBMC Investment Advisors
Tennessee
$5.4M +$236K +584 +5%
JCM
3235
Jacobsen Capital Management
Utah
$5.39M +$120K +296 +2%
NRI
3236
NFP Retirement Inc
California
$5.39M +$124K +306 +2%
HCM
3237
Howard Capital Management
Georgia
$5.39M +$2.02K +5 +0%
VU
3238
Vanderbilt University
Tennessee
$5.38M +$1.57M +3,889 +44%
MFS
3239
Mirabella Financial Services
United Kingdom
$5.37M -$15.4M -37,962 -75%
FFA
3240
Florida Financial Advisors
Florida
$5.37M -$3.29M -8,134 -39%
HHAM
3241
HITE Hedge Asset Management
Massachusetts
$5.36M – – –
SA
3242
SAM Advisors
California
$5.36M -$22.3K -55 -0.4%
SAW
3243
Signal Advisors Wealth
Michigan
$5.36M +$1.72M +4,243 +50%
RIM
3244
Reliant Investment Management
Tennessee
$5.35M +$27.5K +68 +0.5%
CAC
3245
Certified Advisory Corp
Florida
$5.35M +$75.3K +186 +1%
NLP
3246
Next Level Private
New York
$5.35M +$1.95M +4,817 +61%
HWM
3247
Horizon Wealth Management
Illinois
$5.35M +$415K +1,024 +9%
FI
3248
Finivi Inc
Massachusetts
$5.35M +$39.3K +97 +0.8%
GC
3249
Gilbert & Cook
Iowa
$5.35M +$427K +1,055 +9%
MFWP
3250
Mosaic Family Wealth Partners
Missouri
$5.35M -$8.36M -20,657 -62%
128 129
130
131 132