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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
901
IPG Investment Advisors
California
$4.51M -$2.35M -7,053 -29%
SB
902
Strategic Blueprint
Georgia
$4.49M +$498K +1,494 +9%
VA
903
Valmark Advisers
Ohio
$4.49M +$293K +878 +5%
BP
904
Broadleaf Partners
Ohio
$4.48M +$5.75M +17,268 New
WKSWA
905
White Knight Strategic Wealth Advisors
New Jersey
$4.47M -$4.74M -14,232 -45%
DIM
906
DLK Investment Management
California
$4.47M -$426K -1,277 -7%
CI
907
Conning Inc
Connecticut
$4.46M +$56.3K +169 +1%
AS
908
Altshuler Shaham
Israel
$4.45M +$1.87M +5,613 +49%
MCM
909
McDonough Capital Management
Florida
$4.45M -$42.3K -127 -0.7%
HGWM
910
Horst & Graben Wealth Management
Oregon
$4.43M -$74K -222 -1%
EWA
911
Exencial Wealth Advisors
Oklahoma
$4.43M +$398K +1,194 +8%
PWPS
912
Pinnacle Wealth Planning Services
Ohio
$4.42M +$739K +2,216 +15%
BSC
913
Brown Shipley & Co
United Kingdom
$4.41M -$118K -353 -2%
AWM
914
Avior Wealth Management
Nebraska
$4.41M -$969K -2,909 -15%
CAI
915
Capital Advisors Inc
Oklahoma
$4.4M +$425K +1,274 +8%
ST
916
Sageworth Trust
Pennsylvania
$4.39M +$878K +2,635 +18%
RWP
917
Revolve Wealth Partners
New Jersey
$4.32M +$3.78M +11,353 +214%
CA
918
Claro Advisors
Massachusetts
$4.32M +$421K +1,264 +8%
BIP
919
Blueprint Investment Partners
North Carolina
$4.31M -$200K -601 -3%
CC
920
Chicago Capital
Illinois
$4.31M -$660K -1,979 -11%
FAM
921
Formidable Asset Management
Ohio
$4.31M +$470K +1,410 +9%
RIA
922
Realta Investment Advisors
Delaware
$4.29M +$265K +795 +5%
WG
923
Watchman Group
Texas
$4.29M -$88.6K -266 -2%
GIC
924
Generali Investments CEE
Czech Republic
$4.28M -$691K -2,072 -11%
AF
925
Advisornet Financial
Minnesota
$4.27M +$799K +2,399 +17%
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