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Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1001
RiverFront Investment Group
Virginia
$315K +$290K +2,865 New
BP
1002
Ballentine Partners
Massachusetts
$314K -$10.1K -100 -3%
MTC
1003
McDaniel Terry & Co
Texas
$314K – – –
DA
1004
DSC Advisors
Illinois
$313K -$157K -1,545 -35%
ARG
1005
Advisory Resource Group
Oklahoma
$313K +$289K +2,850 New
AWG
1006
Altus Wealth Group
Colorado
$310K -$2.03K -20 -0.7%
RCM
1007
RB Capital Management
Nevada
$309K +$12.2K +120 +4%
TFS
1008
Thoroughbred Financial Services
Tennessee
$309K +$285K +2,810 New
GTCM
1009
Gyon Technologies Capital Management
New Jersey
$308K +$284K +2,800 New
SF
1010
Symphony Financial
Texas
$306K -$267K -2,630 -49%
SIM
1011
SSI Investment Management
California
$303K – – –
PFA
1012
Pure Financial Advisors
California
$302K -$4.05K -40 -1%
BO
1013
BRR OpCo
Ohio
$298K – – –
MWA
1014
Meridian Wealth Advisors
Texas
$297K – – –
HI
1015
Harbour Investments
Wisconsin
$294K +$87.7K +865 +48%
CHA
1016
Cooper/Haims Advisors
New York
$293K +$50.7K +500 +23%
TSWM
1017
Triangle Securities Wealth Management
North Carolina
$290K +$267K +2,635 New
RFO
1018
RiverGlades Family Offices
Florida
$289K – – –
MS
1019
Maven Securities
Jersey
$289K +$60.3K +595 +29%
HCM
1020
HMS Capital Management
Tennessee
$287K +$42.1K +415 +19%
CRC
1021
Curi RMB Capital
Illinois
$286K – – –
HFP
1022
Holistic Financial Partners
Indiana
$284K -$4.56K -45 -2%
DWM
1023
Dorchester Wealth Management
Quebec, Canada
$284K – – –
IB
1024
Intrust Bank
Kansas
$281K +$507 +5 +0.2%
GA
1025
Greytown Advisors
Florida
$279K +$38.5K +380 +18%
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