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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2976
Crown Wealth Group
North Carolina
$4.77M -$257K -1,741 -6%
ACP
2977
Aveo Capital Partners
Colorado
$4.76M +$6.93K +47 +0.2%
DIP
2978
DT Investment Partners
Pennsylvania
$4.76M -$7.97K -54 -0.2%
CPCM
2979
Cardinal Point Capital Management
Ontario, Canada
$4.74M +$150K +1,014 +4%
CPWMP
2980
Cardinal Point Wealth Management Partners
California
$4.74M +$150K +1,014 +4%
CWA
2981
Choice Wealth Advisors
Maine
$4.74M +$148 +1 +0%
TBNY
2982
Trustco Bank (New York)
New York
$4.74M -$18.4K -125 -0.4%
PFP
2983
Paragon Financial Partners
California
$4.73M -$5.02K -34 -0.1%
NERM
2984
New England Research & Management
Illinois
$4.73M -$37.5K -254 -0.9%
MWP
2985
Meridian Wealth Partners
Pennsylvania
$4.72M -$218K -1,477 -5%
PRS
2986
Pinkerton Retirement Specialists
Idaho
$4.72M -$1.48K -10 -0%
PFA
2987
Pathway Financial Advisers
Indiana
$4.72M +$43.7K +296 +1%
MWP
2988
Madison Wealth Partners
Wisconsin
$4.72M -$151K -1,023 -3%
HP
2989
Hyperion Partners
Pennsylvania
$4.72M +$445K +3,015 +12%
EWS
2990
Evergreen Wealth Solutions
Pennsylvania
$4.71M +$20.8K +141 +0.5%
VIA
2991
Vickerman Investment Advisors
Washington
$4.71M +$95.2K +645 +2%
CFCI
2992
Comprehensive Financial Consultants Institutional
Indiana
$4.7M +$368K +2,496 +10%
WMG
2993
WESCAP Management Group
California
$4.69M +$410K +2,776 +11%
WJA
2994
Willis Johnson & Associates
Texas
$4.69M +$46K +312 +1%
NMG
2995
New Millennium Group
Utah
$4.69M -$196K -1,328 -4%
SHFP
2996
Second Half Financial Partners
Florida
$4.68M -$53.7K -364 -1%
SDWMA
2997
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.68M -$87.1K -590 -2%
AA
2998
Addison Advisors
Vermont
$4.67M +$15.1K +102 +0.4%
CFFP
2999
Center for Financial Planning
Michigan
$4.66M -$184K -1,249 -4%
CWM
3000
Cahaba Wealth Management
Georgia
$4.65M -$110K -745 -3%
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