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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1226
Allied Investment Advisors
Montana
$617K -$6.38K -39 -1%
PFPT
1227
Pinnacle Financial Partners (Tennessee)
Tennessee
$617K +$120K +735 +29%
WP
1228
Wedgewood Partners
Missouri
$614K -$81.8K -500 -13%
CWP
1229
Core Wealth Partners
California
$614K +$1.77M +10,794 New
TSWM
1230
Triangle Securities Wealth Management
North Carolina
$612K -$15.5K -95 -3%
DSC
1231
Duncker Streett & Co
Missouri
$612K – – –
UAS
1232
United Asset Strategies
New York
$611K +$24.2K +148 +5%
HNWAG
1233
High Net Worth Advisory Group
Florida
$610K -$36.8K -225 -7%
JAG
1234
Journey Advisory Group
Kentucky
$609K +$145K +886 +38%
RCA
1235
Resonant Capital Advisors
Wisconsin
$607K +$25K +153 +5%
CWM
1236
Congress Wealth Management
Massachusetts
$607K -$200K -1,220 -28%
IWA
1237
Icon Wealth Advisors
Texas
$604K +$24.4K +149 +5%
DA
1238
Doliver Advisors
Texas
$603K -$16K -98 -3%
I
1239
InceptionR
California
$603K +$518K +3,167 New
CCG
1240
Cypress Capital Group
Florida
$600K -$3.27K -20 -0.6%
ACI
1241
Alpha Cubed Investments
California
$599K +$12.8K +78 +3%
MAG
1242
Members Advisory Group
New York
$598K – – –
PSB
1243
Piscataqua Savings Bank
New Hampshire
$598K -$1.8K -11 -0.3%
GC
1244
GFG Capital
Florida
$596K -$26.2K -160 -5%
LWMG
1245
Levy Wealth Management Group
Pennsylvania
$591K -$4.91K -30 -1%
VC
1246
Vestor Capital
Illinois
$590K +$20.8K +127 +4%
FLPIM
1247
F.L. Putnam Investment Management
Massachusetts
$588K +$18.5K +113 +4%
WAG
1248
Windsor Advisory Group
Ohio
$587K +$504K +3,083 New
KFI
1249
Key Financial Inc
Pennsylvania
$587K – – –
MP
1250
McDonald Partners
Ohio
$586K -$23.7K -145 -5%
48 49
50
51 52