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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
951
Proficio Capital Partners
Massachusetts
$8.03M +$4.46M +11,202 +142%
UAG
952
United Advisor Group
Ohio
$8.01M +$192K +483 +3%
NCM
953
Novare Capital Management
North Carolina
$7.95M -$29K -73 -0.4%
ET
954
Equitable Trust
Tennessee
$7.92M +$976K +2,453 +15%
MAC
955
Mason & Associates (California)
California
$7.91M +$83.1K +209 +1%
CWM
956
Cornerstone Wealth Management
Missouri
$7.88M +$20.3K +51 +0.3%
SFO
957
Stenger Family Office
Illinois
$7.82M +$203K +511 +3%
LW
958
Lauer Wealth
Indiana
$7.81M -$56.1K -141 -0.7%
CWG
959
Cornerstone Wealth Group
North Carolina
$7.79M +$2.58M +6,495 +54%
WC
960
Waterloo Capital
Texas
$7.76M +$677K +1,703 +10%
OFS
961
OneAscent Financial Services
Alabama
$7.75M +$1.21M +3,043 +20%
ACM
962
AlphaStar Capital Management
North Carolina
$7.73M +$805K +2,024 +12%
LOWM
963
Laurel Oak Wealth Management
New Jersey
$7.73M +$354K +891 +5%
CCM
964
Conway Capital Management
California
$7.72M +$129K +325 +2%
CC
965
Chicago Capital
Illinois
$7.71M +$406K +1,020 +6%
RCAG
966
Rehmann Capital Advisory Group
Michigan
$7.71M +$454K +1,141 +7%
MNBTD
967
Moody National Bank Trust Division
Texas
$7.71M -$191K -479 -3%
CAM
968
Covenant Asset Management
New Jersey
$7.71M +$129K +324 +2%
RFM
969
Royal Fund Management
Florida
$7.7M -$207K -520 -3%
KHLMTHM
970
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.68M +$7.26M +18,260 New
AAS
971
AdviceOne Advisory Services
Connecticut
$7.68M +$398 +1 +0%
FAM
972
Formidable Asset Management
Ohio
$7.66M +$537K +1,351 +7%
SICM
973
Sustainable Insight Capital Management
New York
$7.64M -$4.93M -12,400 -41%
DC
974
DeDora Capital
California
$7.63M -$87.1K -219 -1%
SACTSONJ
975
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.59M -$385K -969 -5%
37 38
39
40 41