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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1026
Icon Wealth Advisors
Texas
$1.04M -$55K -611 -5%
PP
1027
PDS Planning
Ohio
$1.04M +$68.7K +764 +7%
CG
1028
CFO4Life Group
Texas
$1.04M -$29.4K -327 -3%
TCM
1029
Teza Capital Management
Illinois
$1.04M +$693K +7,707 +200%
PA
1030
Persium Advisors
Georgia
$1.03M +$60.7K +675 +6%
PFM
1031
Potomac Fund Management
Florida
$1.03M +$47.9K +532 +5%
NB
1032
NBT Bank
New York
$1.03M -$9.27K -103 -0.9%
FNBT
1033
FineMark National Bank & Trust
Florida
$1.03M -$2.43K -27 -0.2%
MWM
1034
Modera Wealth Management
New Jersey
$1.03M +$86.1K +957 +9%
SCI
1035
Stableford Capital II
Arizona
$1.03M +$133K +1,482 +16%
AFA
1036
AA Financial Advisors
Ohio
$1.02M +$317K +3,520 +45%
BFG
1037
Beacon Financial Group
Texas
$1.02M +$17.3K +192 +2%
BAM
1038
Byrne Asset Management
New Jersey
$1.02M +$62.3K +692 +7%
PCS
1039
Personal CFO Solutions
New Jersey
$1.01M +$92.8K +1,031 +10%
IP
1040
Ignite Planners
California
$1.01M -$24.8K -276 -2%
RWB
1041
RMR Wealth Builders
New Jersey
$1.01M +$827K +9,194 +443%
EFM
1042
Eley Financial Management
Vermont
$1.01M +$26.9K +299 +3%
LIA
1043
Lynx Investment Advisory
District of Columbia
$1M +$38K +422 +4%
PWPS
1044
Pinnacle Wealth Planning Services
Ohio
$996K +$4.5K +50 +0.5%
LW
1045
Linscomb Wealth
Texas
$996K +$518K +5,760 +108%
WIA
1046
Westbourne Investment Advisors
Maryland
$995K – – –
SR
1047
Syntax Research
Florida
$989K -$21.9K -243 -2%
HC
1048
Hamilton Capital
Ohio
$984K +$112K +1,250 +13%
AAS
1049
Ameritas Advisory Services
Nebraska
$982K -$399K -4,439 -29%
WBC
1050
Westpac Banking Corp
Australia
$982K -$1.41M -15,705 -59%
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