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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
801
Range Financial Group
Oregon
$4.67M +$359K +7,753 +9%
OIA
802
OneDigital Investment Advisors
Kansas
$4.67M -$478K -10,313 -10%
FSA
803
Fort Sheridan Advisors
Illinois
$4.66M +$37K +798 +0.9%
LWL
804
Leo Wealth LLC
Texas
$4.66M +$214K +4,608 +5%
KCM
805
Kathmere Capital Management
Pennsylvania
$4.65M +$668K +14,416 +18%
VPI
806
Value Partners Investments
Manitoba, Canada
$4.65M -$445K -9,607 -9%
PMG
807
ProVise Management Group
Florida
$4.65M -$33.8K -729 -0.8%
AF
808
Aviso Financial
Ontario, Canada
$4.61M +$377K +8,125 +10%
RWP
809
RWA Wealth Partners
Massachusetts
$4.6M -$472K -10,176 -10%
GSEP
810
Golden State Equity Partners
California
$4.59M +$2.13M +45,962 +101%
EPIM
811
Evelyn Partners Investment Management
$4.57M +$29.7K +641 +0.7%
FRA
812
Frank Rimerman Advisors
California
$4.56M -$65.1K -1,405 -2%
CK
813
Cohen Klingenstein
New York
$4.55M – – –
JWM
814
Jeppson Wealth Management
California
$4.54M -$113K -2,428 -3%
KA
815
KLCM Advisors
Wisconsin
$4.53M -$11.2M -242,443 -73%
PCA
816
Providence Capital Advisors
North Carolina
$4.53M +$97.7K +2,109 +2%
GAMC
817
Garner Asset Management Corp
Texas
$4.53M +$413K +8,917 +11%
RCA
818
Ranch Capital Advisors
Florida
$4.53M +$640K +13,799 +18%
EF
819
Exeter Financial
Arizona
$4.53M -$12K -259 -0.3%
IAIM
820
International Assets Investment Management
Florida
$4.53M -$1.85M -39,969 -30%
ISB
821
Iowa State Bank
Iowa
$4.53M -$275K -5,933 -6%
GCM
822
GKV Capital Management
California
$4.52M -$319K -6,885 -7%
VFA
823
Valeo Financial Advisors
Indiana
$4.51M -$760K -16,397 -15%
WAP
824
Wealthcare Advisory Partners
Pennsylvania
$4.5M +$597K +12,880 +17%
GT
825
Glenview Trust
Kentucky
$4.48M -$53.7K -1,159 -1%
31 32
33
34 35