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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1251
AFT Forsyth & Company
Florida
$617K – – –
AB
1252
Atlas Brown
Kentucky
$617K +$2.18K +23 +0.3%
IIC
1253
Ironwood Investment Counsel
Arizona
$615K -$361K -3,818 -36%
CAL
1254
Capital Analysts LLC
Pennsylvania
$614K -$104K -1,102 -14%
IAIM
1255
International Assets Investment Management
Florida
$613K -$42.8K -452 -6%
OIM
1256
Orca Investment Management
Oregon
$612K -$16.6K -175 -2%
WRPWM
1257
Werba Rubin Papier Wealth Management
California
$612K +$26.9K +284 +4%
EFG
1258
Elevated Financial Group
Indiana
$612K +$60.3K +637 +10%
CST
1259
Charles Schwab Trust
Nevada
$611K -$22.7K -240 -3%
EFSCE
1260
Enterprise Financial Services Corp (EFSC)
Missouri
$610K +$2.08K +22 +0.3%
PWM
1261
Proathlete Wealth Management
Florida
$610K -$189 -2 -0%
MFWP
1262
Mosaic Family Wealth Partners
Missouri
$609K +$359K +3,791 +126%
MAWA
1263
Moss Adams Wealth Advisors
Washington
$606K +$38.8K +410 +6%
TCM
1264
Towercrest Capital Management
Pennsylvania
$605K +$639K +6,751 New
IRC
1265
Investors Research Corp
Georgia
$605K -$222K -2,350 -26%
BCM
1266
Blume Capital Management
California
$603K +$47.3K +500 +8%
SWP
1267
Strategic Wealth Partners
Ohio
$602K -$14.4K -152 -2%
FSA
1268
Fort Sheridan Advisors
Illinois
$602K – – –
AWS
1269
Aspen Wealth Strategies
Colorado
$602K -$22.3K -236 -3%
DWM
1270
DecisionMap Wealth Management
Virginia
$596K -$60.3K -637 -9%
IHL
1271
Investment House LLC
California
$596K – – –
CCFM
1272
Clear Creek Financial Management
Washington
$596K -$25.4K -269 -4%
AAM
1273
AMI Asset Management
California
$596K -$16.3K -172 -3%
GAG
1274
GM Advisory Group
New York
$594K +$375K +3,961 +148%
AA
1275
Acorns Advisers
California
$593K +$1.89K +20 +0.3%
49 50
51
52 53