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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Cordatus Wealth Management
Pennsylvania
$4.09M -$102K -900 -3%
SIC
1202
Salem Investment Counselors
North Carolina
$4.06M +$69K +610 +2%
ACS
1203
Archford Capital Strategies
Illinois
$4.05M +$525K +4,640 +18%
RA
1204
Rational Advisors
New York
$4.03M -$669K -5,920 -16%
MWM
1205
Moran Wealth Management
Florida
$4.03M +$309K +2,730 +10%
DLP
1206
De Lisle Partners
United Kingdom
$4.02M – – –
JAM
1207
JW Asset Management
Florida
$4.02M +$3.39M +30,000 New
LOIP
1208
Live Oak Investment Partners
Texas
$4.02M -$74.6K -660 -2%
QAM
1209
Q3 Asset Management
Michigan
$4.01M -$617K -5,460 -15%
AFT
1210
Alpha Family Trust
California
$4M +$311K +2,750 +10%
SAM
1211
SP Asset Management
California
$3.99M +$18.1K +160 +0.5%
WP
1212
Westmount Partners
California
$3.98M -$239K -2,110 -7%
HAS
1213
HBW Advisory Services
California
$3.97M -$1.26M -11,110 -27%
TCOT
1214
Trust Company of Toledo
Ohio
$3.95M +$375K +3,320 +13%
FFA
1215
Fragasso Financial Advisors
Pennsylvania
$3.94M -$1.78M -15,780 -35%
LPT
1216
Legacy Private Trust
Wisconsin
$3.9M -$126K -1,110 -4%
BCP
1217
Blackhawk Capital Partners
Wisconsin
$3.89M +$124K +1,100 +4%
PTC
1218
Private Trust Company
Ohio
$3.87M +$54.3K +480 +2%
SA
1219
Strategic Advocates
Utah
$3.84M +$124K +1,100 +4%
RDWM
1220
Red Door Wealth Management
Tennessee
$3.83M +$166K +1,470 +5%
DJYG
1221
David J. Yvars Group
Florida
$3.82M +$308K +2,720 +11%
HCM
1222
HMS Capital Management
Tennessee
$3.82M -$76.9K -680 -2%
UF
1223
Univest Financial
Pennsylvania
$3.82M +$416K +3,680 +15%
BIG
1224
Brooklyn Investment Group
New York
$3.81M +$3.02M +26,670 +57%
FFN
1225
Focus Financial Network
Minnesota
$3.81M +$124K +1,100 +4%
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