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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
1076
VitalStone Financial
Texas
$951K +$807K +7,430 +1,266%
FA
1077
FDx Advisors
Illinois
$948K -$157K -1,442 -14%
AP
1078
Adero Partners
California
$948K +$17K +157 +2%
PWM
1079
Peterson Wealth Management
Nevada
$947K -$48.7K -449 -5%
WPW
1080
Waldron Private Wealth
Pennsylvania
$946K -$28.6K -263 -3%
AFG
1081
Alterity Financial Group
Maine
$938K +$132K +1,215 +15%
MIFH
1082
Migdal Insurance & Financial Holdings
Israel
$935K -$53.4K -492 -5%
CNAM
1083
Campbell Newman Asset Management
Wisconsin
$930K -$1.84K -17 -0.2%
JHCP
1084
Jackson Hole Capital Partners
Oklahoma
$925K – – –
CFG
1085
Carr Financial Group
Massachusetts
$925K +$371K +3,417 +71%
JWS
1086
Juncture Wealth Strategies
Arizona
$924K +$262K +2,414 +37%
BBHC
1087
Brown Brothers Harriman & Co
New York
$923K +$697K +6,420 +251%
GAM
1088
Grandview Asset Management
Pennsylvania
$922K +$973K +8,965 New
CT
1089
Caldwell Trust
Florida
$916K -$11.4K -105 -1%
SAM
1090
Silvercrest Asset Management
New York
$916K -$6.41K -59 -0.7%
GAMC
1091
Garner Asset Management Corp
Texas
$915K -$9.01K -83 -0.9%
IGWM
1092
ICA Group Wealth Management
Colorado
$909K -$13.5K -124 -1%
WE
1093
Wealth Effects
Massachusetts
$908K -$118K -1,090 -11%
LJAC
1094
L.J. Altfest & Co
New York
$908K +$16.1K +148 +2%
CC
1095
Courier Capital
New York
$906K – – –
MP
1096
McDonald Partners
Ohio
$905K -$6.19K -57 -0.6%
PTC
1097
Private Trust Company
Ohio
$902K -$5.32K -49 -0.6%
FFA
1098
Founders Financial Alliance
North Carolina
$901K -$113K -1,039 -11%
PIA
1099
Perennial Investment Advisors
California
$900K +$92.1K +848 +11%
P
1100
Pitcairn
Pennsylvania
$899K +$121K +1,118 +15%
42 43
44
45 46