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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1026
RMR Wealth Builders
New Jersey
$1.94M +$916K +5,252 +128%
FFA
1027
Farther Finance Advisors
California
$1.93M +$592K +3,391 +57%
AHC
1028
Adell Harriman & Carpenter
Texas
$1.93M -$46.8K -268 -3%
AG
1029
Algert Global
California
$1.93M +$946K +5,421 +140%
PP
1030
PDS Planning
Ohio
$1.92M +$768K +4,400 +90%
ZB
1031
Zions Bancorporation
Utah
$1.92M +$545K +3,125 +51%
MJRIC
1032
Mogy Joel R Investment Counsel
California
$1.92M – – –
FFG
1033
Fortem Financial Group
California
$1.92M +$524K +3,003 +48%
PFGIA
1034
Patriot Financial Group Insurance Agency
Massachusetts
$1.92M +$159K +914 +11%
SWA
1035
SFMG Wealth Advisors
Texas
$1.91M +$105K +602 +7%
TF
1036
TLWM Financial
Texas
$1.91M -$5.06K -29 -0.3%
CWM
1037
C2C Wealth Management
Arizona
$1.91M +$1.12M +6,422 +154%
LFG
1038
Larson Financial Group
Missouri
$1.91M +$75K +430 +5%
IIM
1039
Intact Investment Management
Quebec, Canada
$1.91M -$105K -600 -6%
GL
1040
Graypoint LLC
New York
$1.9M +$463K +2,656 +41%
SICM
1041
Sustainable Insight Capital Management
New York
$1.9M +$878K +5,033 +122%
GI
1042
Gradient Investments
Minnesota
$1.89M +$438K +2,511 +38%
PAA
1043
Peregrine Asset Advisers
Oregon
$1.89M -$103K -588 -6%
EBWM
1044
Eagle Bluffs Wealth Management
Missouri
$1.89M +$327K +1,876 +26%
CWS
1045
Confluence Wealth Services
Pennsylvania
$1.89M +$31.6K +181 +2%
CS
1046
Comerica Securities
Michigan
$1.89M +$139K +796 +10%
AC
1047
Allstate Corporation
Illinois
$1.88M -$17.4M -99,820 -92%
MFC
1048
Morris Financial Concepts
South Carolina
$1.88M -$872 -5 -0.1%
UH
1049
Unigestion Holding
Switzerland
$1.88M -$962K -5,517 -36%
MWA
1050
MFA Wealth Advisors
Pennsylvania
$1.87M +$1.23M +7,064 +359%
40 41
42
43 44