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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1801
Tiemann Investment Advisors
California
$2.09M -$103K -984 -5%
TWM
1802
TriaGen Wealth Management
California
$2.09M +$1.26M +12,084 +212%
PCS
1803
Personal CFO Solutions
New Jersey
$2.09M -$198K -1,890 -10%
4WM
1804
49 Wealth Management
Texas
$2.08M +$1.86M +17,748 New
A
1805
Alongside
Texas
$2.08M +$1.86M +17,748 New
ZBNA
1806
Zions Bancorporation, National Association
Utah
$2.08M +$327K +3,130 +21%
FFS
1807
Founders Financial Securities
Maryland
$2.08M -$6.07K -58 -0.3%
PL
1808
Plancorp LLC
Missouri
$2.08M -$435K -4,157 -19%
EFSCE
1809
Enterprise Financial Services Corp (EFSC)
Missouri
$2.08M +$45K +430 +2%
WRPWM
1810
Werba Rubin Papier Wealth Management
California
$2.08M +$637K +6,095 +53%
GIM
1811
Guardian Investment Management
California
$2.07M – – –
KFA
1812
Kapstone Financial Advisors
Ohio
$2.07M +$92.8K +887 +5%
TCCM
1813
Timber Creek Capital Management
Massachusetts
$2.07M – – –
AWM
1814
Athena Wealth Management
Nevada
$2.07M -$687K -6,571 -27%
PG
1815
Proffitt & Goodson
Tennessee
$2.07M -$30.1K -288 -2%
APC
1816
Aspire Private Capital
North Carolina
$2.07M -$83.1K -795 -4%
LWP
1817
LFG Wealth Partners
Kentucky
$2.06M +$1.84M +17,558 New
FCAS
1818
First Command Advisory Services
Texas
$2.06M -$548K -5,241 -23%
BF
1819
bLong Financial
Tennessee
$2.06M -$13.1K -125 -0.7%
SWM
1820
SeaCrest Wealth Management
New York
$2.06M -$182K -1,743 -9%
AF
1821
Advisornet Financial
Minnesota
$2.06M -$20.6K -197 -1%
RP
1822
Rice Partnership
Hawaii
$2.05M – – –
SOAMC
1823
Spirit of America Management Corp
New York
$2.05M – – –
SB
1824
Strategic Blueprint
Georgia
$2.05M -$188K -1,800 -9%
ISFAN
1825
Investor's Fiduciary Advisor Network
Washington
$2.05M -$116K -1,108 -6%
71 72
73
74 75