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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
801
Mather Group
Illinois
$10M +$599K +1,455 +6%
CI
802
Cigna Investments
Connecticut
$10M -$143K -348 -1%
VCP
803
Verus Capital Partners
Arizona
$9.99M +$2.52M +6,106 +29%
SRC
804
Sage Rhino Capital
California
$9.9M +$252K +612 +2%
BHWM
805
Beaird Harris Wealth Management
Texas
$9.9M -$1.89M -4,592 -15%
FWM
806
Focused Wealth Management
New York
$9.86M +$896K +2,174 +9%
AWM
807
Avior Wealth Management
Nebraska
$9.84M +$985K +2,392 +10%
GFG
808
Genesis Financial Group
New Jersey
$9.82M +$79.9K +194 +0.7%
SIS
809
Sound Income Strategies
Florida
$9.79M +$391K +949 +4%
SC
810
Syon Capital
California
$9.78M +$172K +417 +2%
FCM
811
Fortis Capital Management
Washington
$9.78M +$297K +720 +3%
EC
812
E20 Capital
$9.75M +$10.8M +26,231 New
SW
813
SVB Wealth
Massachusetts
$9.74M +$985K +2,391 +10%
JWM
814
Jessup Wealth Management
Ohio
$9.73M +$239K +581 +2%
AFA
815
AA Financial Advisors
Ohio
$9.71M +$4.49M +10,903 +72%
LCWP
816
Legacy Capital Wealth Partners
Arkansas
$9.67M +$590K +1,432 +6%
FFG
817
Fortem Financial Group
California
$9.67M +$150K +363 +1%
GWP
818
Gateway Wealth Partners
Wisconsin
$9.65M +$6.28M +15,241 +142%
FNBOO
819
First National Bank of Omaha
Nebraska
$9.64M -$302K -732 -3%
VWA
820
Visionary Wealth Advisors
Illinois
$9.62M – – –
JSW
821
Journey Strategic Wealth
New Jersey
$9.62M +$1.02M +2,469 +11%
PL
822
Parkwood LLC
Ohio
$9.62M +$5.86M +14,215 +122%
DWP
823
Daymark Wealth Partners
Ohio
$9.6M -$770K -1,870 -7%
DC
824
Defender Capital
North Carolina
$9.58M -$556K -1,350 -5%
EMAM
825
Encompass More Asset Management
California
$9.57M +$845K +2,052 +9%
31 32
33
34 35