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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1751
Silicon Hills Wealth Management
Texas
$2.25M -$170K -742 -7%
FWM
1752
ForthRight Wealth Management
Georgia
$2.25M – – –
CCMG
1753
Clark Capital Management Group
Pennsylvania
$2.25M -$82.8K -362 -4%
SPFA
1754
Summit Place Financial Advisors
New Jersey
$2.25M -$9.14K -40 -0.4%
MG
1755
Mather Group
Illinois
$2.25M +$225K +985 +11%
EWG
1756
Executive Wealth Group
Washington
$2.25M -$1.6K -7 -0.1%
AIC
1757
Ayalon Insurance Company
Israel
$2.25M +$278K +1,215 +15%
PIG
1758
Pantheon Investment Group
California
$2.25M +$7.09K +31 +0.3%
KC
1759
Kingfisher Capital
North Carolina
$2.24M +$35.7K +156 +2%
TW
1760
TrinityPoint Wealth
Connecticut
$2.24M -$12.1K -53 -0.5%
JCM
1761
Jacobsen Capital Management
Utah
$2.24M +$43K +188 +2%
VIA
1762
Vident Investment Advisory
Georgia
$2.24M +$271K +1,186 +14%
MCC
1763
Malaga Cove Capital
California
$2.22M -$73.8K -323 -3%
REMPR
1764
Roof Eidam Maycock Peralta (REMP)
California
$2.22M +$2.29K +10 +0.1%
DI
1765
DAGCO Inc
Ohio
$2.22M +$65.2K +285 +3%
HBT
1766
Heartland Bank & Trust
Illinois
$2.21M -$263K -1,149 -11%
HCA
1767
Horan Capital Advisors
Ohio
$2.21M +$55.6K +243 +3%
WP
1768
WealthSource Partners
California
$2.21M +$366K +1,599 +20%
TNAM
1769
Terra Nova Asset Management
New York
$2.2M -$147K -644 -6%
CIM
1770
CIM Investment Management
Pennsylvania
$2.2M -$63.6K -278 -3%
CL
1771
Choreo LLC
Illinois
$2.19M +$249K +1,089 +13%
KWM
1772
Keebeck Wealth Management
Illinois
$2.19M +$416K +1,821 +24%
VWM
1773
Vigilare Wealth Management
Arizona
$2.18M +$458K +2,002 +27%
CC
1774
Corsicana & Co
Texas
$2.17M +$2.13M +9,300 New
AF
1775
Allworth Financial
California
$2.17M +$211K +921 +11%
69 70
71
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