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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1001
Icon Wealth Advisors
Texas
$1.1M +$5.58K +59 +0.5%
CG
1002
CFO4Life Group
Texas
$1.1M +$4.73K +50 +0.4%
ET
1003
Equitable Trust
Tennessee
$1.1M -$2.55K -27 -0.2%
PWPS
1004
Pinnacle Wealth Planning Services
Ohio
$1.1M +$47.7K +505 +5%
PCS
1005
Personal CFO Solutions
New Jersey
$1.09M +$22.9K +242 +2%
FNBT
1006
FineMark National Bank & Trust
Florida
$1.09M +$3.69K +39 +0.3%
HWAM
1007
Hennion & Walsh Asset Management
New Jersey
$1.09M -$816K -8,635 -43%
NFG
1008
Nations Financial Group
Iowa
$1.08M -$30.5K -323 -3%
IFG
1009
Independent Financial Group
California
$1.08M -$72.8K -770 -6%
WIA
1010
Wealthedge Investment Advisors
New York
$1.08M +$1.08M +11,373 New
NB
1011
NBT Bank
New York
$1.07M -$17.7K -187 -2%
MWM
1012
Modera Wealth Management
New Jersey
$1.07M -$16.1K -170 -1%
EFM
1013
Eley Financial Management
Vermont
$1.07M +$3.5K +37 +0.3%
SMC
1014
Smith, Moore & Co
Missouri
$1.06M -$70.8K -749 -6%
CWP
1015
CFM Wealth Partners
Texas
$1.06M +$72.1K +763 +7%
PWP
1016
Precedent Wealth Partners
Texas
$1.06M -$236K -2,499 -18%
PFM
1017
Potomac Fund Management
Florida
$1.05M -$10.1K -107 -1%
GWM
1018
Gibbs Wealth Management
Georgia
$1.05M -$193K -2,038 -15%
FRA
1019
Frank Rimerman Advisors
California
$1.05M +$199K +2,103 +23%
BAM
1020
Byrne Asset Management
New Jersey
$1.05M -$19.9K -210 -2%
WIA
1021
Westbourne Investment Advisors
Maryland
$1.05M – – –
FMTC
1022
Farmers & Merchants Trust Company
California
$1.05M -$585K -6,189 -36%
LW
1023
Linscomb Wealth
Texas
$1.04M -$5.86K -62 -0.6%
IP
1024
Ignite Planners
California
$1.04M -$3.59K -38 -0.3%
BFG
1025
Beacon Financial Group
Texas
$1.04M -$33.8K -358 -3%
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