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Name Holding Trade Value Shares
Change 		Change in
Stake
KHCM
701
Kirtland Hills Capital Management
Ohio
$523K +$598K +2,101 New
CG
702
Caprock Group
Idaho
$522K -$80.3K -282 -13%
VCM
703
Virtue Capital Management
Tennessee
$521K +$229K +803 +70%
BRWA
704
B. Riley Wealth Advisors
Florida
$519K +$149K +525 +28%
SIM
705
Sentry Investment Management
Wisconsin
$514K – – –
MOS
706
MGO One Seven
Ohio
$514K -$75.7K -266 -12%
WAG
707
Wallace Advisory Group
California
$511K -$3.42K -12 -0.6%
AP
708
Adero Partners
California
$510K +$854 +3 +0.2%
TBWA
709
Three Bridge Wealth Advisors
California
$505K – – –
ECM
710
Evergreen Capital Management
Washington
$495K +$569 +2 +0.1%
GWM
711
Gibbs Wealth Management
Georgia
$493K +$514K +1,807 New
AO
712
Advisor OS
Illinois
$491K +$513K +1,801 New
PAI
713
Pittenger & Anderson Inc
Nebraska
$490K – – –
CG
714
Cutler Group
California
$490K +$509K +1,789 +16,264%
NB
715
Norinchukin Bank
Japan
$489K -$23.9K -84 -4%
BP
716
Ballentine Partners
Massachusetts
$488K +$38.7K +136 +8%
GM
717
GeoWealth Management
Illinois
$485K +$212K +744 +72%
FIM
718
Fernwood Investment Management
Massachusetts
$479K -$9.96K -35 -2%
EP
719
Essential Planning
New Hampshire
$478K – – –
VFA
720
Voya Financial Advisors
Connecticut
$477K +$254K +893 +105%
EFM
721
E Fund Management
China
$477K -$523K -1,836 -51%
MYLI
722
Meiji Yasuda Life Insurance
Japan
$475K -$19.9K -70 -4%
IAS
723
Insigneo Advisory Services
Florida
$474K +$78.6K +276 +19%
FFO
724
Fiduciary Family Office
Florida
$473K +$159K +560 +48%
AWM
725
Abound Wealth Management
Tennessee
$472K +$491K +1,725 +28,750%
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