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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
951
OneDigital Investment Advisors
Kansas
$524K +$7.24K +38 +1%
SG
952
Somerset Group
Minnesota
$523K +$36.2K +190 +7%
MSAM
953
Moloney Securities Asset Management
Missouri
$521K +$174K +914 +48%
CBA
954
Coastal Bridge Advisors
Connecticut
$521K +$535K +2,807 New
MGIA
955
Moneta Group Investment Advisors
Missouri
$520K +$332K +1,742 +164%
GLA
956
Good Life Advisors
Pennsylvania
$519K -$117K -615 -18%
CG
957
CFO4Life Group
Texas
$519K +$7.82K +41 +1%
KIA
958
KCM Investment Advisors
California
$516K +$120K +630 +29%
TCM
959
Traynor Capital Management
Pennsylvania
$514K +$41K +215 +8%
AGA
960
Accuvest Global Advisors
Utah
$510K +$524K +2,751 New
NWP
961
Northstar Wealth Partners
Connecticut
$506K – – –
QCIG
962
Quad-Cities Investment Group
Iowa
$494K +$59.1K +310 +13%
PFM
963
Peak Financial Management
Massachusetts
$491K +$504K +2,645 New
BWP
964
Baldwin Wealth Partners
Massachusetts
$485K +$19.1K +100 +4%
FWM
965
Frontier Wealth Management
Missouri
$483K +$142K +744 +40%
RCAG
966
Rehmann Capital Advisory Group
Michigan
$481K +$191K +1,001 +63%
VC
967
Vicus Capital
Pennsylvania
$476K +$19.1K +100 +4%
KB
968
Kimelman & Baird
New York
$476K +$489K +2,565 New
MRCM
969
M&R Capital Management
New Jersey
$474K – – –
MWM
970
Meridian Wealth Management
Kentucky
$474K +$53.9K +283 +12%
IWA
971
Intercontinental Wealth Advisors
Texas
$473K -$43.8K -230 -8%
GIA
972
GHP Investment Advisors
Colorado
$471K +$484K +2,540 New
AWA
973
Arete Wealth Advisors
Illinois
$470K +$483K +2,533 New
V
974
Veritable
Delaware
$466K +$110K +575 +30%
KJWM
975
Kiley Juergens Wealth Management
Washington
$464K +$38.1K +200 +9%
37 38
39
40 41