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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1251
Institute for Wealth Management
Colorado
$1.27M +$98.6K +972 +9%
NA
1252
NewEdge Advisors
Louisiana
$1.26M +$482K +4,749 +67%
SWA
1253
SFMG Wealth Advisors
Texas
$1.26M +$14K +138 +1%
RCAG
1254
Rehmann Capital Advisory Group
Michigan
$1.26M -$54.2K -534 -4%
KLI
1255
Kelman-Lazarov Inc
Tennessee
$1.25M +$862K +8,497 +254%
AIM
1256
Allen Investment Management
New York
$1.25M +$134K +1,322 +13%
SFG
1257
SevenBridge Financial Group
Pennsylvania
$1.24M +$44.6K +440 +4%
PWLP
1258
Prio Wealth Limited Partnership
Massachusetts
$1.23M – – –
CFA
1259
Carroll Financial Associates
North Carolina
$1.22M +$91.5K +902 +9%
FBT
1260
First Bank & Trust
South Dakota
$1.21M +$14.8K +146 +1%
FFWA
1261
FRG Family Wealth Advisors
Washington
$1.2M +$145K +1,425 +14%
ADL
1262
Asset Dedication LLC
California
$1.2M +$84.8K +836 +8%
AFNAS
1263
American Financial Network Advisory Services
California
$1.2M +$1.16M +11,394 New
WB
1264
WesBanco Bank
West Virginia
$1.2M -$40.1K -395 -3%
CHC
1265
City Holding Co
West Virginia
$1.19M +$12.7K +125 +1%
BAC
1266
Boys Arnold & Co
North Carolina
$1.19M +$101 +1 +0%
FFSOTS
1267
Fiduciary Financial Services of The Southwest
Texas
$1.19M +$107K +1,056 +10%
FIM
1268
Foresters Investment Management
New York
$1.18M +$82.8K +816 +8%
WIA
1269
Westbourne Investment Advisors
Maryland
$1.17M -$20.3K -200 -2%
IAM
1270
Integre Asset Management
New York
$1.17M – – –
SXL
1271
Summit X LLC
Missouri
$1.17M -$276K -2,722 -20%
NJBEST
1272
New Jersey Better Educational Savings Trust
New Jersey
$1.16M -$101K -1,000 -8%
EM
1273
Excalibur Management
Massachusetts
$1.15M -$7.1K -70 -0.6%
KC
1274
Kepos Capital
New York
$1.13M +$1.09M +10,740 New
SC
1275
Savant Capital
Illinois
$1.12M +$283K +2,789 +35%
49 50
51
52 53