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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2401
Strategic Investment Advisors
Michigan
$3.14M +$79.5K +696 +3%
1WM
2402
1900 Wealth Management
Texas
$3.14M -$39.2K -343 -1%
CPIA
2403
Cornell Pochily Investment Advisors
New York
$3.14M -$53.7K -470 -2%
AA
2404
Alta Advisers
United Kingdom
$3.14M – – –
FCA
2405
Fortis Capital Advisors
Kansas
$3.14M -$174K -1,523 -6%
CCG
2406
Ceeto Capital Group
Florida
$3.13M +$228K +2,000 +9%
DFG
2407
Delphi Financial Group
Delaware
$3.13M – – –
LFA
2408
Legacy Financial Advisors
Kentucky
$3.12M +$383K +3,355 +16%
PWMG
2409
Prestige Wealth Management Group
New Jersey
$3.11M -$36.4K -319 -1%
KWM
2410
Kolinsky Wealth Management
New Jersey
$3.1M +$250K +2,186 +10%
PAM
2411
Peak Asset Management
Colorado
$3.09M +$80.9K +708 +3%
AA
2412
Advisory Alpha
Michigan
$3.09M +$891K +7,800 +49%
FW
2413
FirstPurpose Wealth
Utah
$3.08M +$130K +1,135 +5%
BMC
2414
Benin Management Corp
Connecticut
$3.08M -$45.7K -400 -2%
PWM
2415
PRW Wealth Management
Massachusetts
$3.08M -$173K -1,516 -6%
AAM
2416
AR Asset Management
California
$3.08M – – –
BFA
2417
Buttonwood Financial Advisors
Maryland
$3.07M +$124K +1,086 +5%
GAA
2418
Global Assets Advisory
Florida
$3.06M -$207K -1,817 -7%
PIP
2419
Peachtree Investment Partners
Florida
$3.06M +$1.52M +13,288 +130%
GFP
2420
Gryphon Financial Partners
Ohio
$3.06M -$1.96M -17,172 -42%
NWA
2421
New World Advisors
Massachusetts
$3.06M +$116K +1,014 +5%
LWM
2422
Ledge Wealth Management
Minnesota
$3.06M -$290K -2,537 -10%
SI
2423
Saxon Interests
Texas
$3.06M +$571 +5 +0%
UAML
2424
US Asset Management LLC
Pennsylvania
$3.06M -$68.1K -596 -2%
LAIC
2425
Lederer & Associates Investment Counsel
California
$3.05M -$69.9K -612 -3%
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