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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1826
Fortitude Advisory Group
Washington
$709K +$6.61K +149 +0.8%
NAMM
1827
NorthStar Asset Management (Massachusetts)
Massachusetts
$708K +$67K +1,510 +9%
MWM
1828
Modera Wealth Management
New Jersey
$708K -$86.8K -1,957 -10%
ZF
1829
Zhang Financial
Michigan
$708K -$15.9K -359 -2%
SMA
1830
Sage Mountain Advisors
Georgia
$708K +$1.82K +41 +0.2%
FWM
1831
Finer Wealth Management
Massachusetts
$707K -$88.9K -2,004 -10%
FPF
1832
First Pacific Financial
Washington
$707K +$56.9K +1,282 +8%
MF
1833
Meridian Financial
Massachusetts
$707K -$12.1K -272 -2%
MA
1834
MBA Advisors
Pennsylvania
$706K +$22.3K +503 +3%
EA
1835
Emerald Advisors
Washington
$706K +$51.8K +1,167 +7%
I2I
1836
Insight 2811 Inc
Illinois
$706K +$95.7K +2,158 +14%
SIA
1837
Soltis Investment Advisors
Utah
$705K +$214K +4,825 +38%
SRC
1838
Sage Rhino Capital
California
$703K -$8.3K -187 -1%
MA
1839
MJP Associates
Connecticut
$703K +$40.4K +910 +5%
CAM
1840
Covenant Asset Management
New Jersey
$702K +$5.32K +120 +0.7%
PVH
1841
Psagot Value Holdings
Israel
$696K +$13.3K +300 +2%
OWA
1842
Outlook Wealth Advisors
Texas
$695K +$4.39K +99 +0.6%
LCM
1843
Liberty Capital Management
Michigan
$694K +$9.76K +220 +1%
SIG
1844
Sky Investment Group
Connecticut
$693K – – –
SBF
1845
Sara-Bay Financial
Florida
$691K – – –
SOAMC
1846
Spirit of America Management Corp
New York
$690K – – –
SIP
1847
Stoneridge Investment Partners
Pennsylvania
$688K -$377K -8,500 -33%
FWP
1848
FAS Wealth Partners
Kansas
$686K +$15.2K +343 +2%
RCM
1849
RB Capital Management
Nevada
$686K +$77.5K +1,747 +11%
AIA
1850
Alera Investment Advisors
Illinois
$684K +$26.9K +606 +4%
72 73
74
75 76