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Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1301
Rehmann Capital Advisory Group
Michigan
$607K -$29.9K -297 -5%
CIA
1302
Compass Ion Advisors
Pennsylvania
$606K +$906 +9 +0.2%
EMFAT
1303
Emerald Mutual Fund Advisers Trust
Pennsylvania
$605K +$213K +2,112 +55%
FNT
1304
First Nebraska Trust
Nebraska
$605K +$133K +1,319 +29%
ST
1305
Somerset Trust
Pennsylvania
$604K -$6.04K -60 -1%
IAIM
1306
International Assets Investment Management
Florida
$601K -$96.9K -962 -14%
BWM
1307
Blossom Wealth Management
California
$601K -$15.1K -150 -2%
BA
1308
Bridgewater Advisors
New York
$599K +$34.8K +346 +6%
NB
1309
Nicolet Bankshares
Wisconsin
$599K +$26.6K +264 +5%
FFS
1310
Flavin Financial Services
Florida
$598K -$41.4K -411 -7%
FAG
1311
Fortitude Advisory Group
Washington
$597K -$27.5K -273 -4%
IIC
1312
Ironwood Investment Counsel
Arizona
$594K -$106K -1,052 -15%
SAM
1313
Synergy Asset Management
Washington
$594K +$207K +2,054 +55%
STA
1314
Smith Thornton Advisors
Alabama
$592K +$70.9K +704 +15%
JWM
1315
Jeppson Wealth Management
California
$591K -$6.14K -61 -1%
RLIM
1316
Red Lighthouse Investment Management
New York
$591K +$1.71K +17 +0.3%
3IP
1317
3Chopt Investment Partners
Virginia
$590K +$111K +1,103 +24%
RWFS
1318
Rayburn West Financial Services
Tennessee
$590K – – –
MWM
1319
Meadowbrook Wealth Management
New York
$587K +$572K +5,675 New
SRC
1320
Shufro Rose & Co
New York
$586K +$578K +5,735 New
ZIG
1321
Zuckerman Investment Group
Illinois
$585K – – –
PAG
1322
Private Advisory Group
Washington
$579K -$146K -1,450 -20%
GWANC
1323
Guardian Wealth Advisors (North Carolina)
North Carolina
$579K -$17.6K -175 -3%
HNW
1324
High Note Wealth
Minnesota
$578K -$53.7K -533 -9%
DWM
1325
DecisionMap Wealth Management
Virginia
$576K -$103K -1,018 -15%
51 52
53
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