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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1301
KLCM Advisors
Wisconsin
$1.03M – – –
PP
1302
Paloma Partners
Connecticut
$1.03M +$943K +5,000 New
MFG
1303
MidWestOne Financial Group
Iowa
$1.03M -$7.55K -40 -0.8%
PWA
1304
Primoris Wealth Advisors
Florida
$1.03M +$13.2K +70 +1%
PFA
1305
Pure Financial Advisors
California
$1.02M +$129K +685 +16%
BWP
1306
BSW Wealth Partners
Colorado
$1.02M +$146K +775 +19%
OWCM
1307
One Wealth Capital Management
Arizona
$1.01M +$207K +1,095 +29%
VC
1308
Veracity Capital
Georgia
$1.01M -$48.1K -255 -5%
HBT
1309
Hills Bank & Trust
Iowa
$1.01M +$303K +1,605 +48%
QC
1310
Quent Capital
New York
$1.01M +$50K +265 +6%
EDRH
1311
Edmond de Rothschild Holding
Switzerland
$1.01M +$39.6K +210 +4%
CCWM
1312
Cassaday & Co Wealth Management
Virginia
$1M +$918K +4,865 New
DAS
1313
Dynamic Advisor Solutions
Arizona
$997K -$595K -3,155 -39%
CLA
1314
Carnegie Lake Advisors
New Jersey
$991K +$909K +4,820 New
IF
1315
IRON Financial
Illinois
$989K +$16K +85 +2%
SWA
1316
Stratos Wealth Advisors
Ohio
$988K +$45.3K +240 +5%
KA
1317
Kozak & Associates
Colorado
$981K +$33K +175 +4%
BWM
1318
Baron Wealth Management
Michigan
$981K -$13.2K -70 -1%
HBT
1319
Heartland Bank & Trust
Illinois
$981K -$6.6K -35 -0.7%
IFA
1320
Index Fund Advisors
California
$981K +$537K +2,845 +148%
TWA
1321
TCI Wealth Advisors
Arizona
$980K -$188K -995 -17%
KCP
1322
Kera Capital Partners
California
$979K +$550K +2,915 +158%
OFS
1323
Orrstown Financial Services
Pennsylvania
$974K +$112K +595 +14%
SWM
1324
Segment Wealth Management
Texas
$973K +$23.6K +125 +3%
WFI
1325
West Family Investments
California
$973K +$217K +1,150 +32%
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