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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1026
Clarity Financial
Texas
$2.34M -$19.7K -467 -0.8%
UAS
1027
United Asset Strategies
New York
$2.33M -$52.1K -1,236 -2%
BKA
1028
Brick & Kyle Associates
Pennsylvania
$2.33M -$186K -4,416 -7%
API
1029
Asset Planning Inc
California
$2.31M +$2.44M +57,752 New
SVWAG
1030
Sound View Wealth Advisors Group
Georgia
$2.31M -$504K -11,940 -17%
FFA
1031
Farther Finance Advisors
California
$2.31M +$162K +3,837 +7%
WWMSC
1032
Wagner Wealth Management (South Carolina)
South Carolina
$2.31M -$482K -11,425 -17%
OAM
1033
Oxford Asset Management
United Kingdom
$2.3M +$2.43M +57,606 New
FTWA
1034
Fifth Third Wealth Advisors
Ohio
$2.28M +$230K +5,463 +11%
UB
1035
Umpqua Bank
Oregon
$2.27M +$222K +5,263 +10%
MIM
1036
Marshall Investment Management
Colorado
$2.27M +$2.13M +50,478 New
PCMN
1037
Paradigm Capital Management (Nevada)
Nevada
$2.26M +$127K +3,001 +6%
MWM
1038
Mission Wealth Management
California
$2.26M +$462K +10,959 +24%
IWA
1039
Icon Wealth Advisors
Texas
$2.26M -$544K -12,893 -19%
MRP
1040
Measured Risk Portfolios
California
$2.25M +$2.38M +56,377 New
NRS
1041
Neville Rodie & Shaw
New York
$2.25M -$8.78K -208 -0.4%
RCM
1042
Radnor Capital Management
Pennsylvania
$2.24M -$471K -11,168 -17%
DW30
1043
Drucker Wealth 3.0
New Jersey
$2.24M -$134K -3,187 -5%
FNBT
1044
FineMark National Bank & Trust
Florida
$2.24M -$90.1K -2,136 -4%
TLP
1045
Trinity Legacy Partners
Texas
$2.23M +$92.6K +2,194 +4%
M
1046
Mirova
France
$2.23M -$724K -17,151 -24%
NHC
1047
Nicholas Hoffman & Company
Georgia
$2.23M -$41.3K -980 -2%
MS
1048
Madden Securities
Texas
$2.22M +$120K +2,846 +5%
ORG
1049
Optimist Retirement Group
Washington
$2.22M -$28.3K -672 -1%
MCP
1050
Martin Capital Partners
Oregon
$2.21M -$3.32M -78,624 -59%
40 41
42
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