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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1051
Morris Financial Concepts
South Carolina
$2.62M +$2.49M +7,425 New
SF
1052
Symphony Financial
Texas
$2.61M +$1.27M +3,795 +135%
PFG
1053
Peterson Financial Group
Iowa
$2.61M +$2.48M +7,398 New
HA
1054
Harfst & Associates
Wyoming
$2.6M +$14.1K +42 +0.6%
B
1055
Bensler
Washington
$2.58M +$2.46M +7,326 New
GAA
1056
Green Alpha Advisors
Colorado
$2.58M +$66.4K +198 +3%
BWM
1057
BerganKDV Wealth Management
Minnesota
$2.57M +$15.1K +45 +0.6%
KJHP
1058
K.J. Harrison & Partners
Ontario, Canada
$2.56M -$2.01M -6,000 -45%
VC
1059
Vestor Capital
Illinois
$2.55M -$46.3K -138 -2%
TWM
1060
Triton Wealth Management
Arizona
$2.55M -$1.16M -3,465 -29%
DBRC
1061
D.B. Root & Company
Pennsylvania
$2.55M -$659K -1,965 -21%
WB
1062
WesBanco Bank
West Virginia
$2.54M -$131K -390 -5%
SWA
1063
Sutton Wealth Advisors
Florida
$2.53M +$20.1K +60 +0.8%
AFAS
1064
Acorn Financial Advisory Services
Virginia
$2.53M +$395K +1,179 +20%
VFM
1065
Vivid Financial Management
California
$2.53M -$300K -894 -11%
SFP
1066
Shepherd Financial Partners
Massachusetts
$2.53M -$25.2K -75 -1%
NW
1067
Naviter Wealth
Arkansas
$2.53M +$2.4M +7,170 New
CRC
1068
Curi RMB Capital
Illinois
$2.52M +$286K +852 +13%
PCP
1069
Proficio Capital Partners
Massachusetts
$2.52M +$29.2K +87 +1%
HWM
1070
Hohimer Wealth Management
Washington
$2.52M +$115K +342 +5%
MGIM
1071
M&G Investment Management
United Kingdom
$2.51M -$139M -413,457 -98%
PP
1072
Patten & Patten
Tennessee
$2.5M -$30.2K -90 -1%
CWMU
1073
Caliber Wealth Management (Utah)
Utah
$2.49M -$605K -1,803 -20%
PA
1074
Paragon Advisors
Texas
$2.49M -$133K -396 -5%
BFAG
1075
Blackston Financial Advisory Group
Florida
$2.48M +$2.36M +7,032 New
41 42
43
44 45