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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1251
Virtue Capital Management
Tennessee
$222K -$558K -25,160 -66%
BWP
1252
BSW Wealth Partners
Colorado
$222K +$86.2K +3,890 +44%
KLI
1253
Kelman-Lazarov Inc
Tennessee
$221K -$22.2K -1,000 -7%
CCA
1254
Column Capital Advisors
Indiana
$220K -$178K -8,040 -39%
NFSG
1255
Newbridge Financial Services Group
Florida
$220K -$23.9K -1,080 -8%
HG
1256
Herbst Group
Connecticut
$219K +$269K +12,150 New
B
1257
Barings
North Carolina
$218K -$69.4K -3,130 -20%
IIC
1258
Integrated Investment Consultants
Michigan
$218K +$57.9K +2,610 +27%
SA
1259
Syntax Advisors
New York
$216K +$133K +5,990 +94%
VCG
1260
Vantage Consulting Group
Virginia
$216K +$133K +5,990 +94%
CAM
1261
Columbia Asset Management
Michigan
$216K +$274K +12,360 New
PPWM
1262
Paragon Private Wealth Management
Kentucky
$215K -$13.7K -620 -5%
PPP
1263
Private Portfolio Partners
New Jersey
$215K +$23.5K +1,060 +9%
ATC
1264
Adirondack Trust Company
New York
$214K -$10.4K -470 -4%
CA
1265
Crewe Advisors
Utah
$214K +$110K +4,940 +68%
WEG
1266
World Equity Group
Illinois
$212K -$93.6K -4,220 -26%
JFGIW
1267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K -$95.8K -4,320 -26%
AA
1268
Aire Advisors
California
$211K -$22.4K -1,010 -8%
CFA
1269
Compass Financial Advisors
Indiana
$211K – – –
FPAS
1270
Focus Partners Advisor Solutions
Missouri
$211K +$106K +4,770 +66%
CIS
1271
Continental Investors Services
Washington
$210K -$1.11K -50 -0.4%
SFG
1272
SNS Financial Group
Minnesota
$210K +$32.1K +1,450 +14%
VW
1273
Vance Wealth
California
$210K +$97.8K +4,410 +58%
EL
1274
EMFO LLC
Florida
$209K +$238K +10,750 +911%
LSPW
1275
Lake Street Private Wealth
Illinois
$208K -$779K -35,140 -75%
49 50
51
52 53