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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
501
Andesa Financial Management
Pennsylvania
$637K +$123K +797 +25%
GHA
502
GW Henssler & Associates
Georgia
$634K +$608K +3,932 New
AWM
503
Avior Wealth Management
Nebraska
$631K – – –
SBH
504
Segall Bryant & Hamill
Illinois
$626K – – –
WI
505
Wahed Invest
New York
$624K +$598K +3,868 New
TC
506
Truvestments Capital
Florida
$618K +$19.3K +125 +3%
FMB
507
Field & Main Bank
Kentucky
$615K +$59.5K +385 +11%
FCM
508
Fourpath Capital Management
Oklahoma
$613K +$587K +3,797 New
MW
509
Marcum Wealth
Ohio
$611K +$52.1K +337 +10%
GIA
510
Gateway Investment Advisers
Ohio
$593K -$32.9K -213 -5%
CA
511
Crumly & Associates
Illinois
$591K -$9.58K -62 -2%
HCM
512
Huber Capital Management
California
$590K – – –
BBNA
513
Bremer Bank National Association
Minnesota
$584K -$13.4K -87 -2%
CG
514
Colony Group
Massachusetts
$579K -$121K -780 -18%
IAA
515
Independent Advisor Alliance
North Carolina
$574K -$27.8K -180 -5%
LDB
516
Lee, Danner & Bass
Tennessee
$572K – – –
GI
517
Gradient Investments
Minnesota
$567K -$94.8K -613 -15%
RCA
518
Resonant Capital Advisors
Wisconsin
$563K +$47.9K +310 +10%
BSW
519
Buckingham Strategic Wealth
Missouri
$560K +$4.64K +30 +0.9%
DWM
520
Dakota Wealth Management
Florida
$559K +$8.04K +52 +2%
PAMP
521
Polar Asset Management Partners
Ontario, Canada
$559K +$160K +1,037 +43%
LA
522
LVW Advisors
New York
$558K +$107K +692 +25%
OPS
523
Orion Portfolio Solutions
Nebraska
$557K +$17.6K +114 +3%
WA
524
Wealth Alliance
New York
$556K +$36.6K +237 +7%
FFBTD
525
First Financial Bank - Trust Division
Ohio
$551K – – –
19 20
21
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