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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1151
NorthCrest Asset Manangement
Minnesota
$832K +$15.4K +105 +2%
AWA
1152
Arete Wealth Advisors
Illinois
$830K +$774K +5,275 New
PA
1153
Probity Advisors
Texas
$828K – – –
AF
1154
Allworth Financial
California
$824K +$63.8K +435 +9%
SG
1155
StoneX Group
New York
$820K +$107K +730 +16%
IA
1156
IAM Advisory
Pennsylvania
$818K -$13.9K -95 -2%
CMS
1157
Capital Market Strategies
Florida
$815K +$30.8K +210 +4%
BIG
1158
Brooklyn Investment Group
New York
$814K – – –
DIM
1159
DC Investments Management
Virginia
$810K – – –
CBT
1160
Central Bank & Trust
Kentucky
$806K -$87.3K -595 -10%
BMC
1161
Beaton Management Company
Massachusetts
$806K +$22K +150 +3%
TPA
1162
Trivium Point Advisory
Connecticut
$802K +$58K +395 +8%
VCM
1163
Virtue Capital Management
Tennessee
$796K -$136K -930 -15%
AA
1164
Ancora Advisors
Ohio
$796K – – –
MMG
1165
Monetary Management Group
Missouri
$795K +$91.7K +625 +14%
VT
1166
Vise Technologies
New York
$795K +$167K +1,135 +29%
BCM
1167
BTC Capital Management
Iowa
$793K +$120K +820 +19%
AF
1168
Affiance Financial
Minnesota
$788K – – –
EAM
1169
EdenTree Asset Management
United Kingdom
$787K +$139K +950 +23%
ECM
1170
Elgethun Capital Management
South Dakota
$787K – – –
KA
1171
KLCM Advisors
Wisconsin
$787K – – –
PWA
1172
Primoris Wealth Advisors
Florida
$786K – – –
KWM
1173
Kolinsky Wealth Management
New Jersey
$784K +$45.5K +310 +7%
MWA
1174
MFA Wealth Advisors
Pennsylvania
$776K -$770K -5,245 -52%
VNA
1175
Valley National Advisers
Pennsylvania
$772K +$2.94K +20 +0.4%
45 46
47
48 49