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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1751
Facet Wealth Inc
Maryland
$12.7M +$496K +3,274 +4%
IP
1752
Ignite Planners
California
$12.7M -$3.07M -20,256 -19%
AWM
1753
Aries Wealth Management
Maine
$12.7M +$12.9M +85,438 +1,122%
DR
1754
Davis Rea
Ontario, Canada
$12.7M +$13.4M +88,646 +2,024%
SAM
1755
Smithbridge Asset Management
Pennsylvania
$12.7M +$840K +5,545 +6%
PWPS
1756
Pinnacle Wealth Planning Services
Ohio
$12.7M +$739K +4,877 +6%
SC
1757
Sierra Capital
Florida
$12.7M -$285K -1,883 -2%
FMI
1758
F/M Investments
District of Columbia
$12.7M -$151K -997 -1%
ACM
1759
Avalon Capital Management
California
$12.7M +$4.85K +32 +0%
RMAM
1760
Raab & Moskowitz Asset Management
New Jersey
$12.7M +$169K +1,118 +1%
MA
1761
MONECO Advisors
Connecticut
$12.6M +$204K +1,344 +1%
ERIC
1762
Eagle Rock Investment Company
Georgia
$12.6M -$405K -2,677 -3%
GH
1763
GAM Holding
Switzerland
$12.6M -$1.48M -9,798 -10%
SEEDPG
1764
S.E.E.D. Planning Group
New York
$12.6M +$3.82M +25,198 +38%
BAM
1765
Brave Asset Management
New Jersey
$12.6M -$13.6K -90 -0.1%
AWM
1766
Angeles Wealth Management
California
$12.5M -$250K -1,648 -2%
HHGA
1767
Halbert Hargrove Global Advisors
California
$12.5M -$54.2K -358 -0.4%
WA
1768
WealthTrust Axiom
Pennsylvania
$12.5M +$5.15K +34 +0%
HCA
1769
Horan Capital Advisors
Ohio
$12.5M -$1.32M -8,747 -9%
PCP
1770
Proficio Capital Partners
Massachusetts
$12.5M +$3.41M +22,548 +33%
SIA
1771
Soltis Investment Advisors
Utah
$12.5M +$2.02M +13,329 +17%
JWM
1772
Jackson Wealth Management
Florida
$12.5M -$12.2M -80,606 -47%
ISB
1773
Iowa State Bank
Iowa
$12.5M +$18.2K +120 +0.1%
FHC
1774
First Heartland Consultants
Missouri
$12.5M -$75.9K -501 -0.5%
BFA
1775
Bill Few Associates
Pennsylvania
$12.5M -$127K -838 -0.9%
69 70
71
72 73