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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
826
Sound View Wealth Advisors Group
Georgia
$968K +$96.3K +816 +14%
MFW
827
Mosaic Family Wealth
Missouri
$966K +$797K +6,753 New
ACA
828
Aptus Capital Advisors
Alabama
$964K +$200K +1,692 +33%
CIP
829
Convergence Investment Partners
Florida
$952K -$609K -5,160 -44%
CWM
830
Cornerstone Wealth Management
Missouri
$946K -$75.8K -642 -9%
EI
831
Ellevest Inc
New York
$942K -$70.8K -600 -8%
SIC
832
Samalin Investment Counsel
New York
$940K -$470K -3,984 -38%
JC
833
Jacobs & Co
California
$935K -$19.5K -165 -2%
RC
834
RBF Capital
California
$928K +$767K +6,492 New
NWM
835
Northwest Wealth Management
Iowa
$922K +$176K +1,494 +30%
SG
836
StoneX Group
New York
$921K +$142K +1,203 +23%
PF
837
Phoenix Financial
Israel
$920K +$824K +6,978 New
SYBT
838
Stock Yards Bank & Trust
Kentucky
$919K +$73.7K +624 +11%
GLA
839
Good Life Advisors
Pennsylvania
$919K +$243K +2,061 +47%
BCA
840
Berman Capital Advisors
Georgia
$918K +$32.2K +273 +4%
WTC
841
WhitTier Trust Company
Nevada
$917K -$497K -4,206 -40%
RM
842
Resource Management
Louisiana
$917K +$222K +1,881 +42%
EI
843
Ethic Inc
New York
$915K +$307K +2,604 +69%
MCP
844
Mirador Capital Partners
California
$913K +$753K +6,381 New
RWB
845
RMR Wealth Builders
New Jersey
$912K +$717K +6,075 +2,025%
WOSD
846
WFA of San Diego
California
$911K -$4.56M -38,625 -86%
LA
847
LexAurum Advisors
Kansas
$903K -$1.77K -15 -0.2%
QI
848
QS Investors
New York
$901K -$142K -1,200 -16%
HCP
849
Hexagon Capital Partners
Arkansas
$901K +$797K +6,750 New
SWA
850
Sutton Wealth Advisors
Florida
$900K +$1.06K +9 +0.1%
32 33
34
35 36