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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1551
Apella Capital
Connecticut
$594K +$601K +5,312 New
TFS
1552
Thoroughbred Financial Services
Tennessee
$593K +$9.95K +88 +2%
FP
1553
Foundry Partners
Minnesota
$592K +$17K +150 +3%
CG
1554
Clarus Group
Texas
$591K -$22.4K -198 -4%
LAM
1555
LifePro Asset Management
California
$591K +$1.81K +16 +0.3%
WP
1556
WealthSource Partners
California
$588K -$36K -318 -6%
NHC
1557
Nicholas Hoffman & Company
Georgia
$588K +$26.6K +235 +5%
NAS
1558
Nicolet Advisory Services
Wisconsin
$587K +$9.27K +82 +2%
AC
1559
Avestar Capital
New York
$585K -$904 -8 -0.2%
AIA
1560
AIMZ Investment Advisors
California
$585K – – –
PBT
1561
Pictet Bank & Trust
Bahamas
$585K +$591K +5,232 New
HPM
1562
Hudson Portfolio Management
New York
$584K -$164K -1,450 -22%
SC
1563
Shay Capital
New York
$581K +$588K +5,200 New
CPWA
1564
Cerro Pacific Wealth Advisors
California
$580K +$586K +5,187 New
SFG
1565
Summit Financial Group
West Virginia
$579K – – –
RSC
1566
Red Spruce Capital
Pennsylvania
$579K +$14.5K +128 +3%
SPWG
1567
Sage Private Wealth Group
Illinois
$578K +$1.36K +12 +0.2%
LFA
1568
Legacy Financial Advisors
Kentucky
$578K +$52.2K +462 +10%
BHB
1569
Bank Hapoalim BM
Israel
$577K +$49.7K +440 +9%
PP
1570
Pacifica Partners
Canada
$574K +$1.02K +9 +0.2%
OWA
1571
One Wealth Advisors
California
$574K +$180K +1,590 +45%
ARG
1572
Advisory Resource Group
Oklahoma
$570K +$14.1K +125 +3%
HGWM
1573
Horst & Graben Wealth Management
Oregon
$567K +$339 +3 +0.1%
HCMG
1574
Howard Capital Management Group
California
$566K +$177K +1,566 +45%
CAM
1575
Covenant Asset Management
New Jersey
$564K – – –
61 62
63
64 65