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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Aprio Wealth Management
Georgia
$1M +$75.2K +338 +8%
PWAM
1152
Pinnacle West Asset Management
Wyoming
$1M – – –
SIAG
1153
Safeguard Investment Advisory Group
California
$1M +$61.4K +276 +6%
RA
1154
Rockingstone Advisors
Massachusetts
$999K +$13.1K +59 +1%
CRC
1155
Curi RMB Capital
Illinois
$998K -$61.4K -276 -6%
CG
1156
Corundum Group
Colorado
$998K +$1.03M +4,610 New
AAS
1157
Annex Advisory Services
Wisconsin
$994K -$44.5K -200 -4%
OFG
1158
OmniStar Financial Group
North Carolina
$994K +$81K +364 +9%
OFS
1159
OneAscent Financial Services
Alabama
$993K +$123K +552 +14%
TWA
1160
Tandem Wealth Advisors
Arizona
$992K +$72.3K +325 +8%
PFS
1161
Physicians Financial Services
North Carolina
$988K – – –
WG
1162
Wealth Group
North Carolina
$988K +$476K +2,140 +88%
BWM
1163
BNC Wealth Management
Oregon
$985K – – –
WAM
1164
Wallington Asset Management
Indiana
$984K -$8.9K -40 -0.9%
AIC
1165
Archer Investment Corporation
Indiana
$984K – – –
AC
1166
Avestar Capital
New York
$982K -$2.67K -12 -0.3%
PMSA
1167
Patrick M. Sweeney & Associates
Illinois
$981K +$22.2K +100 +2%
IASG
1168
Investment Advisory Services Group
Florida
$981K +$1.01M +4,530 New
AA
1169
Armis Advisers
Georgia
$979K -$58.3K -262 -6%
CA
1170
Claro Advisors
Massachusetts
$979K +$8.9K +40 +0.9%
PGWM
1171
Parisi Gray Wealth Management
New Jersey
$978K +$4.67K +21 +0.5%
AGWCA
1172
Annis Gardner Whiting Capital Advisors
Florida
$975K +$72.8K +327 +8%
HFS
1173
Hantz Financial Services
Michigan
$972K +$370K +1,663 +59%
CAM
1174
CenterStar Asset Management
Illinois
$970K +$998K +4,488 New
MWM
1175
Modera Wealth Management
New Jersey
$968K +$21.6K +97 +2%
45 46
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48 49