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Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1301
Meristem Family Wealth
Minnesota
$2.38M +$267K +12,850 +13%
TFS
1302
TrustCore Financial Services
Tennessee
$2.38M -$123K -5,940 -5%
MCM
1303
Maryland Capital Management
Maryland
$2.37M -$132K -6,380 -5%
FWM
1304
Frontier Wealth Management
Missouri
$2.37M -$934K -45,000 -28%
DC
1305
DeDora Capital
California
$2.37M -$45.9K -2,210 -2%
RWP
1306
Ridgecrest Wealth Partners
California
$2.36M -$143K -6,900 -6%
SL
1307
Stevard LLC
Illinois
$2.36M +$123K +5,920 +5%
CPWA
1308
Cerro Pacific Wealth Advisors
California
$2.35M +$410K +19,750 +21%
TPA
1309
Trivium Point Advisory
Connecticut
$2.34M -$61.7K -2,970 -3%
IF
1310
Intrua Financial
Texas
$2.34M -$5.64M -271,710 -74%
AWA
1311
Arete Wealth Advisors
Illinois
$2.33M +$285K +13,730 +14%
STA
1312
Summit Trail Advisors
New York
$2.32M +$200K +9,650 +9%
BG
1313
Benedetti & Gucer
Georgia
$2.32M +$259K +12,470 +13%
OPS
1314
Orion Portfolio Solutions
Nebraska
$2.32M +$74.8K +3,600 +3%
MFGM
1315
Marshall Financial Group (Maryland)
Maryland
$2.32M -$43.4K -2,090 -2%
SWM
1316
Sugarloaf Wealth Management
Georgia
$2.3M +$34.5K +1,660 +2%
XS
1317
XR Securities
Illinois
$2.3M -$978K -47,120 -30%
HIS
1318
Horizon Investment Services
Indiana
$2.3M -$18.3K -880 -0.8%
SAM
1319
SignalPoint Asset Management
Missouri
$2.29M +$25.5K +1,230 +1%
SPFA
1320
Summit Place Financial Advisors
New Jersey
$2.26M -$151K -7,270 -6%
BCM
1321
Bayesian Capital Management
New York
$2.26M +$2.26M +108,880 New
CWM
1322
Centric Wealth Management
Illinois
$2.25M – – –
CPO
1323
Cerity Partners OCIO
New York
$2.25M +$186K +8,960 +9%
GIM
1324
Guardian Investment Management
California
$2.24M +$2.24M +108,060 New
PCM
1325
Palisade Capital Management
New Jersey
$2.24M – – –
51 52
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