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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
801
Moneta Group Investment Advisors
Missouri
$1.2M +$160K +1,179 +17%
SWR
802
Spahn Wealth & Retirement
Arizona
$1.2M -$2.31K -17 -0.2%
BCM
803
Bienville Capital Management
New York
$1.19M – – –
EI
804
Ethic Inc
New York
$1.18M +$806K +5,948 +294%
NS
805
NBC Securities
Alabama
$1.18M -$231K -1,703 -18%
WFI
806
West Family Investments
California
$1.18M -$17.5K -129 -2%
PC
807
Permanens Capital
New York
$1.18M +$1.07M +7,927 New
WAG
808
Wallace Advisory Group
California
$1.18M -$429K -3,168 -24%
CIM
809
Confluence Investment Management
Missouri
$1.18M -$60.7K -448 -5%
WCAMG
810
Woodard & Company Asset Management Group
North Carolina
$1.16M – – –
NP
811
NorthRock Partners
Minnesota
$1.16M +$250K +1,843 +31%
MFA
812
Mayflower Financial Advisors
Massachusetts
$1.16M -$35.5K -262 -3%
IA
813
IFP Advisors
Florida
$1.16M -$1.89M -13,941 -64%
SC
814
Syon Capital
California
$1.15M +$84.7K +625 +9%
FA
815
Fedenia Advisers
Wisconsin
$1.15M +$1.05M +7,717 New
CCA
816
Cravens & Co Advisors
Tennessee
$1.14M +$29.6K +218 +3%
ECM
817
ExodusPoint Capital Management
New York
$1.14M +$1.04M +7,676 New
AAS
818
Ameritas Advisory Services
Nebraska
$1.14M -$163K -1,202 -14%
AC
819
AlphaCore Capital
California
$1.14M +$738K +5,441 +247%
CE
820
Cornerstone Enterprises
Wisconsin
$1.13M +$37.6K +277 +4%
CWP
821
Cyndeo Wealth Partners
Florida
$1.13M +$1.03M +7,630 New
PWMAG
822
Pinnacle Wealth Management Advisory Group
New Jersey
$1.13M – – –
AIM
823
Anchor Investment Management
South Carolina
$1.13M +$918K +6,772 +836%
KWA
824
Kingswood Wealth Advisors
California
$1.13M +$135K +999 +15%
KA
825
Kercheville Advisors
Texas
$1.12M -$6.78K -50 -0.7%
31 32
33
34 35