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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1126
Rock Creek Group
District of Columbia
$844K -$142K -1,361 -15%
BCM
1127
Birmingham Capital Management
Alabama
$844K – – –
CA
1128
Calton & Associates
Florida
$841K +$25.3K +243 +3%
HSA
1129
HBK Sorce Advisory
Pennsylvania
$837K +$7.19K +69 +0.9%
PFU
1130
Parus Finance (UK)
United Kingdom
$836K -$831K -7,970 -51%
HH
1131
Hilltop Holdings
Texas
$831K +$15.6K +150 +2%
CWP
1132
Capital Wealth Planning
Florida
$827K -$12.2K -117 -2%
PCM
1133
Perritt Capital Management
Illinois
$825K – – –
BSW
1134
Buckingham Strategic Wealth
Missouri
$824K +$71.5K +686 +10%
SSWM
1135
Sheets Smith Wealth Management
North Carolina
$822K -$610K -5,854 -44%
NIC
1136
Northwest Investment Counselors
Oregon
$816K +$3.65K +35 +0.5%
WHG
1137
Westwood Holdings Group
Texas
$811K +$782K +7,500 New
PWM
1138
Perigon Wealth Management
California
$810K +$8.96K +86 +1%
FWM
1139
Fairhaven Wealth Management
Illinois
$808K -$7.71K -74 -1%
WIA
1140
Wealthstreet Investment Advisors
Texas
$808K – – –
MFW
1141
Meristem Family Wealth
Minnesota
$806K – – –
PRC
1142
Pearl River Capital
Michigan
$806K +$619K +5,939 +394%
GKFF
1143
George Kaiser Family Foundation
Oklahoma
$804K +$775K +7,432 New
VVP
1144
Venture Visionary Partners
Ohio
$801K +$772K +7,406 New
S
1145
SignatureFD
Georgia
$797K +$57K +547 +8%
IA
1146
IFP Advisors
Florida
$792K -$321K -3,085 -30%
VWM
1147
Valley Wealth Managers
New Jersey
$786K -$13K -125 -2%
VFPI
1148
Vantage Financial Partners (Illinois)
Illinois
$784K +$756K +7,250 New
WANY
1149
Wealthspire Advisors (New York)
New York
$781K +$102K +981 +16%
WSFS
1150
Wilmington Savings Fund Society
Delaware
$780K -$6.67K -64 -0.9%
44 45
46
47 48