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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1876
Insigneo Advisory Services
Florida
$832K +$795K +17,472 New
JSW
1877
Journey Strategic Wealth
New Jersey
$832K +$91.7K +2,014 +13%
SGK
1878
Steigerwald Gordon & Koch
Virginia
$830K +$16.3K +359 +2%
NAS
1879
Nicolet Advisory Services
Wisconsin
$829K +$130K +2,847 +20%
CIAS
1880
CFS Investment Advisory Services
New Jersey
$828K +$325K +7,143 +70%
LCM
1881
Liberty Capital Management
Michigan
$827K – – –
PCP
1882
Proficio Capital Partners
Massachusetts
$825K +$79.6K +1,748 +11%
CCA
1883
Childress Capital Advisors
Texas
$824K +$119K +2,611 +18%
AIA
1884
Alera Investment Advisors
Illinois
$823K +$7.65K +168 +1%
RCM
1885
RB Capital Management
Nevada
$823K +$5.51K +121 +0.7%
RBFC
1886
Roman Butler Fullerton & Co
Missouri
$823K +$19.9K +437 +3%
CRI
1887
Colonial River Investments
Virginia
$822K +$65.5K +1,439 +9%
SOAMC
1888
Spirit of America Management Corp
New York
$822K – – –
MWM
1889
Modera Wealth Management
New Jersey
$820K -$21.4K -470 -3%
CWM
1890
Chesapeake Wealth Management
Virginia
$820K +$419K +9,205 +115%
TWM
1891
Thrive Wealth Management
Pennsylvania
$819K +$70.8K +1,556 +10%
SIP
1892
Stoneridge Investment Partners
Pennsylvania
$819K – – –
PWMG
1893
Prestige Wealth Management Group
New Jersey
$819K +$297K +6,515 +61%
BCAM
1894
Boston Common Asset Management
Massachusetts
$818K +$13.7K +301 +2%
V
1895
ViaWealth
Kansas
$818K +$766K +16,836 New
MLA
1896
My Legacy Advisors
Oregon
$816K +$42.7K +938 +6%
SB
1897
Sunflower Bank
Texas
$815K -$73.4K -1,613 -9%
SBF
1898
Sara-Bay Financial
Florida
$815K -$8.01K -176 -1%
BFA
1899
Beacon Financial Advisory
Ohio
$812K +$50.2K +1,104 +7%
TCWM
1900
Total Clarity Wealth Management
Illinois
$810K +$359K +7,896 +87%
74 75
76
77 78