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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
751
Toth Financial Advisory
Virginia
$4.08M +$37.4K +356 +1%
OCM
752
One Capital Management
California
$4.07M +$120K +1,146 +3%
LIM
753
Loudon Investment Management
New Hampshire
$4.05M -$49.3K -470 -1%
BFA
754
Bragg Financial Advisors
North Carolina
$4.04M +$790K +7,528 +26%
HAG
755
HighPoint Advisor Group
Illinois
$4.03M +$251K +2,395 +7%
TW
756
Transform Wealth
Colorado
$4.03M -$128K -1,223 -3%
BTWM
757
Baker Tilly Wealth Management
Wisconsin
$4.01M +$1.31M +12,475 +51%
SEEDPG
758
S.E.E.D. Planning Group
New York
$3.99M -$190K -1,812 -5%
MIAN
759
Mariner Independent Advisor Network
Kansas
$3.99M -$452K -4,305 -11%
PFS
760
Prospera Financial Services
Texas
$3.99M -$138K -1,310 -3%
BCV
761
Banque Cantonale Vaudoise
Switzerland
$3.98M -$250K -2,379 -6%
VWA
762
Visionary Wealth Advisors
Illinois
$3.97M -$422K -4,017 -10%
ECM
763
Exchange Capital Management
Michigan
$3.96M +$264K +2,513 +7%
KA
764
Kintegral Advisory
New York
$3.96M – – –
CK
765
Cohen Klingenstein
New York
$3.95M – – –
OPS
766
Orion Portfolio Solutions
Nebraska
$3.94M +$996K +9,485 +36%
HI
767
Harrington Investments
California
$3.93M +$79.3K +755 +2%
TVWM
768
Tower View Wealth Management
Wisconsin
$3.92M +$76.2K +726 +2%
ACM
769
Alpha Capital Management
Texas
$3.89M +$5.99K +57 +0.2%
RC
770
RegentAtlantic Capital
New Jersey
$3.87M +$2.1M +19,991 +129%
HVIA
771
Hudson Valley Investment Advisors
New York
$3.87M +$280K +2,666 +8%
UBPAM
772
Union Bancaire Privee Asset Management
New York
$3.87M -$648K -6,169 -15%
B
773
Bellecapital
Switzerland
$3.86M -$3.88M -36,926 -51%
NFG
774
Next Financial Group
Texas
$3.85M +$200K +1,906 +6%
LNWWM
775
Laird Norton Wetherby Wealth Management
California
$3.85M -$1.23M -11,675 -25%
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