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