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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1226
Independent Financial Group
California
$4.77M +$298K +1,492 +7%
CA
1227
Clearstead Advisors
Ohio
$4.76M +$560K +2,802 +13%
BP
1228
Broadleaf Partners
Ohio
$4.76M -$36.6K -183 -0.8%
APP
1229
Avantax Planning Partners
Iowa
$4.75M -$497K -2,489 -9%
LFGH
1230
Lee Financial Group Hawaii
Hawaii
$4.75M -$154K -773 -3%
S
1231
SimplyRich
California
$4.74M – – –
MWM
1232
Minot Wealth Management
Massachusetts
$4.73M +$419K +2,096 +10%
KHLMTHM
1233
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.72M – – –
CA
1234
Cornerstone Advisory
Maryland
$4.71M -$132K -663 -3%
AWP
1235
Ascent Wealth Partners
New York
$4.71M +$48.7K +244 +1%
FC
1236
Ferris Capital
Massachusetts
$4.69M +$221K +1,107 +5%
RIM
1237
Reliant Investment Management
Tennessee
$4.69M +$131K +655 +3%
VCM
1238
Virtue Capital Management
Tennessee
$4.68M +$57.1K +286 +1%
IWM
1239
IHT Wealth Management
Illinois
$4.67M +$801K +4,010 +21%
PGAM
1240
Princeton Global Asset Management
New Jersey
$4.65M -$1.23M -6,174 -21%
MYIA
1241
Mount Yale Investment Advisors
Colorado
$4.65M +$146K +730 +3%
KCM
1242
Karp Capital Management
California
$4.64M +$216K +1,079 +5%
SCM
1243
Schnieders Capital Management
California
$4.61M -$226K -1,130 -5%
FSC
1244
Full Sail Capital
Oklahoma
$4.61M -$33.6K -168 -0.7%
RG
1245
Rikoon Group
New Mexico
$4.6M -$30.4K -152 -0.7%
S
1246
SignatureFD
Georgia
$4.6M +$192K +963 +4%
MCM
1247
Mitchell Capital Management
Kansas
$4.6M -$50.7K -254 -1%
MGAM
1248
McGowan Group Asset Management
Texas
$4.59M -$3.6K -18 -0.1%
FM
1249
Family Management
New York
$4.58M -$339K -1,698 -7%
SFP
1250
Shepherd Financial Partners
Massachusetts
$4.58M +$35.8K +179 +0.8%
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