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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1501
CreativeOne Wealth
Kansas
$658K +$49.3K +490 +10%
EFS
1502
Essex Financial Services
Connecticut
$656K -$28K -278 -5%
NP
1503
NorthRock Partners
Minnesota
$650K -$294K -2,919 -34%
CP
1504
Covenant Partners
Tennessee
$650K +$560K +5,557 New
NAMP
1505
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$646K -$7.55K -75 -1%
FNA
1506
First National Advisers
Nebraska
$646K +$58K +576 +12%
BPGAM
1507
BTG Pactual Global Asset Management
Bermuda
$644K +$554K +5,502 New
SVWAG
1508
Sound View Wealth Advisors Group
Georgia
$644K -$25.7K -255 -4%
TA
1509
TCM Advisors
West Virginia
$644K – – –
MPCL
1510
My Personal CFO LLC
Washington
$644K +$102K +1,011 +34%
MWM
1511
Modera Wealth Management
New Jersey
$643K +$103K +1,020 +23%
FBFS
1512
First Business Financial Services
Wisconsin
$641K +$2.01K +20 +0.4%
BTI
1513
Blue Trust Inc
Georgia
$637K +$201K +1,994 +35%
IAS
1514
Insigneo Advisory Services
Florida
$631K +$543K +5,391 New
IA
1515
Insight Advisors
Pennsylvania
$630K -$9.87K -98 -2%
I
1516
InceptionR
California
$629K +$541K +5,377 New
MFS
1517
Mirabella Financial Services
United Kingdom
$628K +$540K +5,367 New
LFA
1518
Legacy Financial Advisors
Kentucky
$622K +$156K +1,554 +41%
CFG
1519
Cooper Financial Group
California
$618K -$7.25K -72 -1%
LFDLE
1520
La Financiere de L'Echiquier
France
$618K -$921K -9,150 -63%
MAWA
1521
Moss Adams Wealth Advisors
Washington
$618K +$532K +5,279 New
MAM
1522
Magellan Asset Management
Australia
$617K +$207K +2,058 +64%
WFAG
1523
Worth Financial Advisory Group
North Carolina
$616K +$530K +5,262 New
HPM
1524
Hoxton Planning & Management
West Virginia
$612K +$527K +5,229 New
EI
1525
Ellevest Inc
New York
$610K +$55.9K +555 +12%
59 60
61
62 63