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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1076
AlphaCore Capital
California
$2M +$1.99M +53,884 New
PA
1077
PFG Advisors
Arizona
$2M -$182K -4,913 -8%
MA
1078
Montag & Associates
Georgia
$2M +$21.4K +579 +1%
FA
1079
FDx Advisors
Illinois
$2M -$298K -8,059 -13%
CFCI
1080
Comprehensive Financial Consultants Institutional
Indiana
$2M +$287K +7,755 +14%
NW
1081
NewEdge Wealth
Pennsylvania
$2M -$63.1K -1,705 -3%
WMA
1082
Wealth Management Associates
New Jersey
$2M +$6K +162 +0.3%
MAS
1083
Meeder Advisory Services
Ohio
$1.99M -$63.3K -1,710 -3%
PFS
1084
Physicians Financial Services
North Carolina
$1.99M -$54.9K -1,484 -3%
ECA
1085
Elevated Capital Advisors
Utah
$1.99M +$129K +3,477 +7%
PMAM
1086
Penn Mutual Asset Management
Pennsylvania
$1.98M +$1.97M +53,300 New
RCM
1087
RNC Capital Management
California
$1.98M -$135K -3,654 -6%
MCCP
1088
Mission Creek Capital Partners
California
$1.97M +$210K +5,672 +12%
WB
1089
Webster Bank
Connecticut
$1.97M -$372K -10,037 -16%
CFD
1090
Creative Financial Designs
Indiana
$1.97M +$203K +5,487 +12%
MCA
1091
MSH Capital Advisors
Arizona
$1.97M -$2.7K -73 -0.1%
CEI
1092
Clark Estates Inc
New York
$1.96M +$37K +1,000 +2%
CT
1093
Chicago Trust
Illinois
$1.96M -$23.1K -625 -1%
BS
1094
Banco Santander
Spain
$1.96M – – –
FFM
1095
Forum Financial Management
Illinois
$1.96M +$68.1K +1,839 +4%
MFG
1096
MidWestOne Financial Group
Iowa
$1.94M +$103K +2,784 +6%
SWS
1097
SYSTM Wealth Solutions
Illinois
$1.94M -$543K -14,671 -22%
GAM
1098
Grandview Asset Management
Pennsylvania
$1.94M +$139K +3,744 +8%
VWMG
1099
Virginia Wealth Management Group
Virginia
$1.93M +$16K +433 +0.8%
WPP
1100
Whalerock Point Partners
Rhode Island
$1.93M -$40.6K -1,096 -2%
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