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Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
1001
Integrated Advisors Network
Texas
$1.89M +$280K +2,365 +15%
PP
1002
Pegasus Partners
Wisconsin
$1.88M +$57.4K +485 +3%
IFWM
1003
Institute for Wealth Management
Colorado
$1.88M -$9.7K -82 -0.4%
PTC
1004
Private Trust Company
Ohio
$1.88M -$575K -4,862 -21%
V
1005
VeraBank
Texas
$1.88M +$25K +211 +1%
SC
1006
Slow Capital
California
$1.87M +$73.7K +623 +4%
CP
1007
CenterBook Partners
Connecticut
$1.87M +$1.15M +9,712 +113%
PA
1008
Profund Advisors
Maryland
$1.87M -$579K -4,893 -21%
EAM
1009
EFG Asset Management
Oregon
$1.87M -$92.5K -782 -4%
HCCM
1010
Hudson Canyon Capital Management
New York
$1.87M +$237K +2,000 +12%
PIP
1011
Peachtree Investment Partners
Florida
$1.86M -$276K -2,334 -11%
IGWM
1012
ICA Group Wealth Management
Colorado
$1.85M -$99.7K -843 -5%
TC
1013
Titleist Capital
Texas
$1.85M +$124K +1,045 +6%
CIA
1014
Capital Investment Advisors
Georgia
$1.85M +$62.7K +530 +3%
BMC
1015
Beaton Management Company
Massachusetts
$1.84M – – –
AWM
1016
Apollon Wealth Management
South Carolina
$1.83M +$197K +1,667 +10%
PIM
1017
Perpetual Investment Management
Australia
$1.82M -$477K -4,037 -18%
ACM
1018
AlphaStar Capital Management
North Carolina
$1.82M +$743K +6,284 +55%
MJB
1019
Mark J. Bradley
$1.82M -$82K -693 -4%
PP
1020
Patron Partners
Texas
$1.81M – – –
CBTWT
1021
Community Bank & Trust (Waco, Texas)
Texas
$1.8M -$2.96K -25 -0.1%
OFG
1022
Oxford Financial Group
Indiana
$1.8M -$44.6K -377 -2%
DP
1023
Dearborn Partners
Illinois
$1.78M +$146K +1,237 +8%
KWM
1024
Kingsview Wealth Management
Oregon
$1.78M +$170K +1,436 +9%
EA
1025
Ellsworth Advisors
Ohio
$1.78M -$12.9K -109 -0.6%
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