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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
826
McDaniel Terry & Co
Texas
$826K – – –
SW
827
SkyOak Wealth
Michigan
$826K +$276K +7,790 +55%
IAN
828
Integrated Advisors Network
Texas
$825K -$1.82M -51,550 -70%
MCM
829
Murphy Capital Management
New Jersey
$824K -$145K -4,100 -16%
KWM
830
Kingsview Wealth Management
Oregon
$824K -$28.3K -800 -4%
SL
831
Stevard LLC
Illinois
$822K – – –
DS
832
DRW Securities
Illinois
$822K +$848K +23,970 New
GTAM
833
Global Trust Asset Management
Florida
$821K +$783K +22,120 New
CA
834
Continuum Advisory
Idaho
$819K +$7.08K +200 +0.9%
BP
835
Ballentine Partners
Massachusetts
$818K +$131K +3,710 +21%
RHBC
836
R.H. Bluestein & Co
Michigan
$817K -$106K -3,000 -12%
HIM
837
Hotaling Investment Management
Pennsylvania
$814K +$767K +21,680 New
MIM
838
Moseley Investment Management
Florida
$809K -$11K -310 -1%
FAM
839
Formidable Asset Management
Ohio
$806K +$301K +8,500 +66%
PFA
840
Pinnacle Family Advisors
Missouri
$803K -$178K -5,030 -19%
GFP
841
Gryphon Financial Partners
Ohio
$799K -$7.78K -220 -1%
SWM
842
Segment Wealth Management
Texas
$796K +$126K +3,550 +20%
OPS
843
Orion Portfolio Solutions
Nebraska
$794K +$11.3K +320 +2%
RWA
844
Redhawk Wealth Advisors
Minnesota
$793K +$748K +21,130 New
HH
845
Hilltop Holdings
Texas
$792K -$663K -18,740 -47%
EI
846
Ethic Inc
New York
$792K +$127K +3,600 +21%
SSW
847
Smith Shellnut Wilson
Mississippi
$792K +$746K +21,080 New
KLI
848
Kelman-Lazarov Inc
Tennessee
$789K -$65.5K -1,850 -8%
DLG
849
Daniel L. Goodwin
$789K – – –
NFG
850
Nations Financial Group
Iowa
$784K +$369K +10,440 +100%
32 33
34
35 36