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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
1076
Safeguard Investment Advisory Group
California
$903K +$44.6K +236 +6%
AC
1077
Avestar Capital
New York
$901K +$357K +1,892 +79%
PIA
1078
Perennial Investment Advisors
California
$901K -$28.9K -153 -3%
HAIM
1079
Hunter Associates Investment Management
Pennsylvania
$900K +$37.8K +200 +5%
FHA
1080
Flagship Harbor Advisors
Massachusetts
$899K +$11.1K +59 +1%
NW
1081
Naviter Wealth
Arkansas
$899K -$264K -1,396 -25%
FRA
1082
Frank Rimerman Advisors
California
$899K +$132K +701 +20%
NI
1083
NCP Inc
California
$887K -$1.06M -5,600 -57%
CA
1084
Claro Advisors
Massachusetts
$887K -$221K -1,169 -22%
MC
1085
Matisse Capital
Oregon
$886K +$798K +4,227 New
FCM
1086
Fairbanks Capital Management
California
$885K -$29.1K -154 -4%
HWM
1087
Hohimer Wealth Management
Washington
$878K -$462K -2,444 -37%
APP
1088
Avantax Planning Partners
Iowa
$873K -$8.5K -45 -1%
CAC
1089
Certified Advisory Corp
Florida
$872K +$27.6K +146 +4%
BWAM
1090
Boyd Watterson Asset Management
Ohio
$871K -$378 -2 -0%
WWA
1091
Wisconsin Wealth Advisors
Wisconsin
$870K +$12.8K +68 +2%
MAWA
1092
Moss Adams Wealth Advisors
Washington
$867K +$98.8K +523 +14%
ZBNA
1093
Zions Bancorporation, National Association
Utah
$866K -$69.1K -366 -8%
CSC
1094
Caldwell Sutter Capital
California
$862K -$80.8K -428 -9%
PMSA
1095
Patrick M. Sweeney & Associates
Illinois
$862K +$63.7K +337 +9%
SCM
1096
Stonebridge Capital Management
California
$859K – – –
AWM
1097
Aviso Wealth Management
Washington
$858K -$378 -2 -0%
EP
1098
Elkhorn Partners
Nebraska
$854K -$118K -625 -13%
SWM
1099
Silverlake Wealth Management
Vermont
$853K +$219K +1,160 +40%
HAM
1100
Harmony Asset Management
Arizona
$852K +$3.78K +20 +0.5%
42 43
44
45 46