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Name Holding Trade Value Shares
Change 		Change in
Stake
SLA
676
Silver Lake Advisory
Utah
$911K -$12.7K -159 -1%
IA
677
IFP Advisors
Florida
$907K -$45K -563 -5%
RPGK
678
Retirement Planning Group (Kansas)
Kansas
$906K +$888K +11,113 New
MWM
679
Mission Wealth Management
California
$905K +$132K +1,656 +18%
ECA
680
Elevated Capital Advisors
Utah
$901K +$882K +11,047 New
PWM
681
Perigon Wealth Management
California
$900K +$7.75K +97 +0.9%
SWM
682
Segment Wealth Management
Texas
$896K – – –
FCI
683
Financial Counselors Inc
Kansas
$895K +$224K +2,804 +34%
LC
684
Lavaca Capital
Texas
$889K – – –
NW
685
NewEdge Wealth
Pennsylvania
$889K +$364K +4,558 +72%
KLWA
686
Kelly Lawrence W & Associates
California
$885K -$251K -3,143 -22%
CI
687
Conning Inc
Connecticut
$884K +$15.2K +190 +2%
PWG
688
Portside Wealth Group
Utah
$884K -$14.9K -187 -2%
CFGS
689
Concourse Financial Group Securities
Alabama
$880K -$62.9K -787 -7%
AA
690
Axiom Advisory
California
$876K +$876K +10,968 New
SWM
691
Stockman Wealth Management
Montana
$873K +$7.99K +100 +0.9%
PI
692
PFG Investments
New York
$869K +$7.91K +99 +0.9%
HCM
693
Highview Capital Management
Illinois
$867K +$849K +10,626 New
FAM
694
Formidable Asset Management
Ohio
$866K -$5.43K -68 -0.6%
CA
695
Callahan Advisors
Texas
$858K +$541K +6,773 +181%
WB
696
WesBanco Bank
West Virginia
$853K -$21K -263 -2%
CA
697
Commerzbank Aktiengesellschaft
Germany
$850K +$832K +10,421 New
HI
698
Hendershot Investments
Virginia
$846K -$106K -1,333 -11%
VEA
699
Virtus ETF Advisers
New York
$845K -$49.4K -618 -6%
VSQM
700
V-Square Quantitative Management
Illinois
$842K +$19.8K +248 +2%
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28
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