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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2076
Legacy Financial Advisors
Kentucky
$10.8M +$924K +6,264 +11%
AAP
2077
Arax Advisory Partners
Colorado
$10.8M +$812K +5,502 +9%
WA1
2078
Wimmer Associates 1
California
$10.7M -$506K -3,431 -5%
CIA
2079
Cladis Investment Advisory
Montana
$10.7M -$139K -940 -1%
FP
2080
Financial Perspectives
Minnesota
$10.7M +$67.9K +460 +0.7%
IBOK
2081
Independence Bank of Kentucky
Kentucky
$10.7M -$154K -1,045 -2%
OW
2082
Olistico Wealth
Oklahoma
$10.7M +$12.7K +86 +0.1%
OPTFSNA
2083
Old Point Trust & Financial Services N A
Virginia
$10.7M +$500K +3,389 +6%
CWA
2084
Consilium Wealth Advisory
Texas
$10.7M -$252K -1,709 -3%
CBA
2085
Coastal Bridge Advisors
Connecticut
$10.7M -$30.4K -206 -0.3%
1C
2086
1623 Capital
Virginia
$10.7M – – –
OBGC
2087
O'Brien Greene & Co
Pennsylvania
$10.7M -$134K -910 -1%
CPC
2088
Consolidated Planning Corp
Georgia
$10.7M -$1.79M -12,151 -16%
TCM
2089
Towercrest Capital Management
Pennsylvania
$10.7M -$4.28K -29 -0%
SF
2090
Symphony Financial
Texas
$10.7M -$55.3K -375 -0.6%
WDG
2091
Wealth Dimensions Group
Ohio
$10.7M -$444K -3,008 -4%
MAM
2092
Morse Asset Management
Connecticut
$10.7M -$266K -1,806 -3%
PFSC
2093
Peoples Financial Services Corp
Pennsylvania
$10.7M -$33.3K -226 -0.3%
AG
2094
Advocate Group
Minnesota
$10.7M -$877K -5,946 -8%
AFT
2095
Alpha Family Trust
California
$10.6M -$114K -775 -1%
MWAM
2096
Manhattan West Asset Management
California
$10.6M +$555K +3,764 +6%
JFL
2097
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.6M -$394K -2,672 -4%
FWM
2098
Finer Wealth Management
Massachusetts
$10.6M +$114K +770 +1%
SC
2099
Soundwatch Capital
Connecticut
$10.6M +$9.47M +64,168 New
SJIM
2100
St. Johns Investment Management
Florida
$10.6M -$476K -3,227 -5%
82 83
84
85 86