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Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
2101
Narus Financial Partners
Utah
$978K +$899K +35,840 New
CC
2102
Cannell & Co
New York
$975K – – –
BM
2103
Brandywine Managers
Delaware
$972K – – –
LDB
2104
Lee, Danner & Bass
Tennessee
$971K +$424K +16,890 +90%
MSA
2105
McAlister Sweet & Associates
Texas
$970K +$566K +22,550 +173%
LWP
2106
Legacy Wealth Planning
Nevada
$967K -$23.8K -950 -3%
DMBA
2107
Deseret Mutual Benefit Administrators
Utah
$966K -$152K -6,050 -15%
FP
2108
Foundry Partners
Minnesota
$965K +$49.7K +1,980 +6%
AG
2109
Ascent Group
Virginia
$963K +$350K +13,970 +66%
PO
2110
Private Ocean
California
$962K -$3.01K -120 -0.3%
S
2111
Schroders
United Kingdom
$959K +$882K +35,160 New
HGERS
2112
Householder Group Estate & Retirement Specialist
Arizona
$955K +$230K +9,170 +36%
AG
2113
Algert Global
California
$950K +$23.8K +950 +3%
HI
2114
HBK Investments
Texas
$949K +$872K +34,770 New
WH
2115
Whitcomb & Hess
Ohio
$943K – – –
QT
2116
Quantamental Technologies
New York
$942K +$866K +34,530 New
ML
2117
McAdam LLC
Pennsylvania
$941K +$136K +5,420 +19%
MCM
2118
Monument Capital Management
Virginia
$939K +$352K +14,030 +69%
BCM
2119
Birmingham Capital Management
Alabama
$932K +$50.2K +2,000 +6%
KWM
2120
Kolinsky Wealth Management
New Jersey
$932K +$60.9K +2,430 +8%
VBCG
2121
Valley Brook Capital Group
Pennsylvania
$932K +$103K +4,100 +14%
HFP
2122
Holistic Financial Partners
Indiana
$930K +$210K +8,380 +33%
E
2123
Ergoteles
New York
$929K +$854K +34,040 New
MCM
2124
McDonough Capital Management
Florida
$927K +$209K +8,330 +33%
SGI
2125
Summit Global Investments
Utah
$927K +$410K +16,350 +93%
83 84
85
86 87