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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
776
Independent Financial Group
California
$2.41M -$135K -1,659 -5%
BHWM
777
Bar Harbor Wealth Management
New Hampshire
$2.4M -$71.5K -878 -3%
PA
778
Parallel Advisors
California
$2.39M -$230K -2,823 -8%
PWM
779
Perigon Wealth Management
California
$2.39M -$612K -7,513 -20%
NCM
780
Narwhal Capital Management
Georgia
$2.39M -$77.5K -952 -3%
MAS
781
Meeder Advisory Services
Ohio
$2.37M +$363K +4,455 +17%
FTIS
782
First Trust Investment Solutions
Florida
$2.37M +$321K +3,942 +15%
FTDI
783
First Trust Direct Indexing
Massachusetts
$2.36M +$183K +2,242 +8%
DEA
784
DoubleLine ETF Adviser
Florida
$2.36M +$2.47M +30,332 New
PWMAG
785
Pinnacle Wealth Management Advisory Group
New Jersey
$2.36M -$894K -10,980 -27%
ICM
786
IMS Capital Management
Oregon
$2.36M -$413K -5,068 -17%
FLI
787
Family Legacy Inc
South Carolina
$2.36M +$2.69K +33 +0.1%
CK
788
Cohen Klingenstein
New York
$2.34M – – –
FWP
789
FAS Wealth Partners
Kansas
$2.34M +$370K +4,549 +18%
TPCW
790
TD Private Client Wealth
New York
$2.33M +$385K +4,724 +19%
SC
791
Sawyer & Company
Massachusetts
$2.33M -$6.51K -80 -0.3%
MFS
792
Mattson Financial Services
Michigan
$2.32M +$2.42M +29,761 New
HCM
793
Horrell Capital Management
Arkansas
$2.3M +$15.5K +190 +0.6%
ACI
794
Alpha Cubed Investments
California
$2.3M -$6.79M -83,351 -74%
MSK
795
Melissa S. Kampmann
$2.29M -$28.6K -351 -1%
NP
796
NorthRock Partners
Minnesota
$2.28M -$423K -5,199 -15%
RIL
797
Rothschild Investment LLC
Illinois
$2.27M +$207K +2,543 +10%
GIA
798
Gladstone Institutional Advisory
Florida
$2.25M -$131K -1,609 -5%
NL
799
NVWM LLC
Pennsylvania
$2.25M +$288K +3,541 +14%
LA
800
Lakeside Advisors
Washington
$2.25M +$5.05K +62 +0.2%
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