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Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1076
Gryphon Financial Partners
Ohio
$957K -$25.9K -278 -2%
IWM
1077
IHT Wealth Management
Illinois
$955K +$190K +2,043 +22%
EIM
1078
Essex Investment Management
Massachusetts
$953K +$1.07M +11,521 New
EGM
1079
Engineers Gate Manager
New York
$943K -$1.11M -11,942 -51%
RIL
1080
Rothschild Investment LLC
Illinois
$942K +$94.2K +1,013 +10%
SFG
1081
SevenBridge Financial Group
Pennsylvania
$941K – – –
TI
1082
tru Independence
Oregon
$937K – – –
TA
1083
TFG Advisers
Michigan
$936K -$2.7K -29 -0.3%
CA
1084
Cetera Advisors
Colorado
$933K -$253K -2,722 -19%
OCM
1085
One Capital Management
California
$931K +$743K +7,984 +244%
PG
1086
Patten Group
Tennessee
$928K -$29.3K -315 -3%
IAN
1087
Integrated Advisors Network
Texas
$928K +$266K +2,861 +34%
CT
1088
Columbia Trust
Oregon
$927K +$151K +1,624 +17%
RWA
1089
River Wealth Advisors
Pennsylvania
$926K +$96.1K +1,033 +10%
SCM
1090
Southport Capital Management
Tennessee
$922K +$15.4K +165 +2%
WCF
1091
West Coast Financial
California
$919K -$87.3K -938 -8%
KJWM
1092
Kiley Juergens Wealth Management
Washington
$913K +$94K +1,010 +10%
BSA
1093
Braun Stacey Associates
New York
$912K -$46.5K -500 -4%
BFPW
1094
BOK Financial Private Wealth
Colorado
$911K -$419K -4,501 -29%
PIG
1095
Pantheon Investment Group
California
$911K +$161K +1,733 +18%
MFS
1096
Monetta Financial Services
Illinois
$910K – – –
CFA
1097
Carroll Financial Associates
North Carolina
$909K +$34.8K +374 +4%
PCS
1098
Personal CFO Solutions
New Jersey
$902K -$155K -1,666 -13%
BIA
1099
Bigelow Investment Advisors
Maine
$902K -$93 -1 -0%
AAS
1100
Avantax Advisory Services
Texas
$900K +$4.28K +46 +0.4%
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