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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1951
Windsor Wealth Management
Indiana
$6.86M -$3.1K -40 -0.1%
JWA
1952
JFS Wealth Advisors
Pennsylvania
$6.86M +$43.4K +560 +0.8%
CWM
1953
Centric Wealth Management
Illinois
$6.86M +$1.28M +16,456 +28%
CPA
1954
Clear Perspective Advisors
Illinois
$6.85M -$192K -2,484 -3%
PCP
1955
Proficio Capital Partners
Massachusetts
$6.85M +$104K +1,336 +2%
HZ
1956
Hixon Zuercher
Ohio
$6.84M +$293K +3,784 +5%
IAP
1957
Indie Asset Partners
Indiana
$6.83M -$868K -11,204 -16%
NIM
1958
Needham Investment Management
New York
$6.82M -$155K -2,000 -3%
HFM
1959
Hartford Financial Management
Connecticut
$6.81M +$640K +8,256 +12%
HR
1960
Hayden Royal
North Carolina
$6.81M -$633K -8,172 -10%
ACA
1961
Atlas Capital Advisors
Wyoming
$6.8M -$70.1K -904 -1%
IA
1962
Icon Advisers
Colorado
$6.8M – – –
PCS
1963
Personal CFO Solutions
New Jersey
$6.78M -$67K -864 -1%
FAG
1964
Financial Advisory Group
Texas
$6.77M +$8.99K +116 +0.2%
SFSG
1965
Stearns Financial Services Group
North Carolina
$6.77M +$726K +9,368 +14%
SWM
1966
Sugarloaf Wealth Management
Georgia
$6.76M +$10.5K +136 +0.2%
AFM
1967
Abbot Financial Management
Massachusetts
$6.75M -$53.9K -696 -0.9%
AFM
1968
Andesa Financial Management
Pennsylvania
$6.75M -$356K -4,596 -6%
BFG
1969
Beacon Financial Group
Texas
$6.75M +$263K +3,392 +5%
FCT
1970
Family Capital Trust
Massachusetts
$6.74M -$825K -10,648 -13%
MC
1971
Miramar Capital
Illinois
$6.72M +$255K +3,292 +6%
TIA
1972
Traphagen Investment Advisors
New Jersey
$6.7M -$293K -3,784 -5%
BOS
1973
Bank of Stockton
California
$6.69M +$8.99K +116 +0.2%
ICM
1974
IMS Capital Management
Oregon
$6.68M -$436K -5,620 -7%
TLP
1975
Trinity Legacy Partners
Texas
$6.67M +$36.6K +472 +0.7%
77 78
79
80 81