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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
976
Barlow Wealth Partners
Kentucky
$717K – – –
BCI
977
Blue Capital Inc
Nebraska
$710K +$648K +4,779 New
BF
978
Brucke Financial
Indiana
$706K -$264K -1,948 -32%
BTI
979
Blue Trust Inc
Georgia
$705K +$269K +1,985 +72%
CFD
980
Creative Financial Designs
Indiana
$705K -$6.51K -48 -1%
CIA
981
Capital Investment Advisors
Georgia
$703K -$13.2K -97 -2%
NGA
982
Naples Global Advisors
Florida
$702K -$2.98K -22 -0.5%
TCWM
983
Total Clarity Wealth Management
Illinois
$701K +$5.42K +40 +0.9%
GFG
984
Greystone Financial Group
Michigan
$699K +$8.13K +60 +1%
AWM
985
Aprio Wealth Management
Georgia
$699K +$46.2K +341 +8%
CCM
986
Coldstream Capital Management
Washington
$696K -$98.3K -725 -13%
ACM
987
Ashford Capital Management
Delaware
$695K +$146K +1,080 +30%
SAM
988
Secure Asset Management
Michigan
$694K +$24.7K +182 +4%
NPA
989
Nichols & Pratt Advisers
Massachusetts
$694K – – –
HIMC
990
Heritage Investors Management Corp
Maryland
$691K – – –
TC
991
Tacita Capital
Ontario, Canada
$687K +$39.9K +294 +7%
CP
992
Castleview Partners
Texas
$684K -$142K -1,046 -19%
PWM
993
Power Wealth Management
Georgia
$676K +$617K +4,552 New
JCM
994
Jacobi Capital Management
Pennsylvania
$676K – – –
GWANC
995
Guardian Wealth Advisors (North Carolina)
North Carolina
$676K -$54.4K -401 -8%
RFN
996
Redwood Financial Network
Ohio
$676K -$33.6K -248 -5%
EWA
997
EverSource Wealth Advisors
Alabama
$675K +$52.2K +385 +9%
MC
998
Moors & Cabot
Massachusetts
$673K -$5.69K -42 -0.9%
AO
999
Advisor OS
Illinois
$671K +$43.4K +320 +8%
LA
1000
LVW Advisors
New York
$671K -$47.6K -351 -7%
38 39
40
41 42