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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1551
Sax Wealth Advisors
New Jersey
$791K +$180K +1,115 +30%
PCA
1552
Pallas Capital Advisors
Massachusetts
$789K +$118K +731 +18%
1WM
1553
1858 Wealth Management
Ohio
$789K +$197K +1,219 +33%
CCWM
1554
Cassaday & Co Wealth Management
Virginia
$788K +$5.65K +35 +0.7%
JFG
1555
Jefferies Financial Group
New York
$784K +$233K +1,444 +42%
WA1
1556
Wimmer Associates 1
California
$784K +$807 +5 +0.1%
ESB
1557
Essex Savings Bank
Connecticut
$779K +$36.3K +225 +5%
ACP
1558
Arcus Capital Partners
Georgia
$775K +$773K +4,790 New
VCM
1559
Versant Capital Management
Arizona
$775K +$25K +155 +3%
MWM
1560
Modera Wealth Management
New Jersey
$773K +$55.2K +342 +8%
DA
1561
Doliver Advisors
Texas
$770K +$329K +2,039 +75%
CIA
1562
Choate Investment Advisors
Massachusetts
$769K +$268K +1,661 +54%
JSL
1563
JT Stratford LLC
Georgia
$768K -$15K -93 -2%
BA
1564
Bristlecone Advisors
Washington
$764K -$23.7K -147 -3%
RPGK
1565
Retirement Planning Group (Kansas)
Kansas
$763K +$94.7K +587 +14%
WI
1566
WrapManager Inc
California
$759K -$156K -966 -17%
IUHSA
1567
Itau Unibanco Holding S.A.
Brazil
$758K -$5.05M -31,313 -87%
RMDI
1568
R.M. Davis Inc
Maine
$756K -$1.29K -8 -0.2%
HPC
1569
HM Payson & Co
Maine
$755K – – –
BMWS
1570
Brady Martz Wealth Solutions
North Dakota
$754K +$17.6K +109 +2%
SH
1571
SLT Holdings
Arizona
$750K +$401K +2,482 +115%
TPI
1572
Trust Point Inc
Wisconsin
$750K +$748K +4,635 New
VAG
1573
VisionPoint Advisory Group
Texas
$750K +$17.9K +111 +2%
AA
1574
Armis Advisers
Georgia
$749K +$60.7K +376 +11%
4A
1575
4Wealth Advisors
Illinois
$748K -$55.4K -343 -7%
61 62
63
64 65