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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
376
Legacy Financial Advisors
Kentucky
$105K -$24.8K -399 -19%
GT
377
Glenmede Trust
Pennsylvania
$105K +$107K +1,720 New
XF
378
XML Financial
Maryland
$104K +$373 +6 +0.4%
AWS
379
Atria Wealth Solutions
New York
$103K +$18K +290 +21%
BI
380
Blooom Inc
Kansas
$102K +$14.1K +227 +16%
FFA
381
Founders Financial Alliance
North Carolina
$101K +$5.78K +93 +6%
GT
382
Greenleaf Trust
Michigan
$101K +$102K +1,642 New
CFB
383
Cullen/Frost Bankers
Texas
$99K -$73.3K -1,180 -42%
CA
384
Cetera Advisors
Colorado
$99K -$21.5K -347 -18%
SIG
385
Sargent Investment Group
Maryland
$99K -$12.4K -200 -11%
BFC
386
Bedel Financial Consulting
Indiana
$98K – – –
RIA
387
Regal Investment Advisors
Michigan
$98K +$124 +2 +0.1%
GCA
388
Genesee Capital Advisors
New York
$98K +$186 +3 +0.2%
SQA
389
Simon Quick Advisors
New Jersey
$98K +$3.1K +50 +3%
VWA
390
V Wealth Advisors
Kansas
$96K – – –
CIAS
391
CFS Investment Advisory Services
New Jersey
$96K +$97.3K +1,566 New
MWM
392
MinichMacGregor Wealth Management
New York
$95K +$62 +1 +0.1%
SFG
393
Sovereign Financial Group
Connecticut
$94K +$497 +8 +0.5%
LDFR
394
Lehman & Derafelo Financial Resources
Pennsylvania
$93K – – –
SCA
395
Snowden Capital Advisors
New York
$93K +$621 +10 +0.7%
HW
396
Hancock Whitney
Mississippi
$92K – – –
JF
397
JSF Financial
California
$92K – – –
EAM
398
Evanson Asset Management
California
$92K +$62 +1 +0.1%
EIP
399
Ellis Investment Partners
Pennsylvania
$92K +$311 +5 +0.3%
MIM
400
MetLife Investment Management
New Jersey
$91.6K -$15.2K -245 -14%
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