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Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2051
Altus Wealth Group
Colorado
$704K +$10.9K +193 +2%
EIP
2052
Ellis Investment Partners
Pennsylvania
$704K +$28K +495 +4%
KWM
2053
Kolinsky Wealth Management
New Jersey
$701K -$2.09K -37 -0.3%
PFP
2054
Paragon Financial Partners
California
$701K – – –
PPWM
2055
Paragon Private Wealth Management
Kentucky
$701K +$253K +4,476 +41%
GSEP
2056
Golden State Equity Partners
California
$696K -$415K -7,330 -37%
SIA
2057
Soltis Investment Advisors
Utah
$695K -$1.3M -22,907 -65%
LIG
2058
Lokken Investment Group
Delaware
$695K -$13.7K -242 -2%
JFL
2059
Jarislowsky, Fraser Ltd
Quebec, Canada
$694K +$96.2K +1,700 +16%
SFP
2060
Sweet Financial Partners
Minnesota
$694K +$497K +8,790 +240%
RI
2061
Ridgewood Investments
New Jersey
$693K -$778K -13,750 -53%
SFG
2062
Sunburst Financial Group
Alabama
$693K +$170 +3 +0%
NAS
2063
Nicolet Advisory Services
Wisconsin
$692K +$46.3K +818 +7%
BW
2064
Bison Wealth
Georgia
$691K -$43.5K -769 -6%
WA
2065
Winfield Associates
Ohio
$690K -$9.05K -160 -1%
EI
2066
EDMP Inc
Florida
$687K – – –
EA
2067
Eudaimonia Advisors
Tennessee
$685K -$34.7K -614 -5%
MCWA
2068
Meadow Creek Wealth Advisors
Georgia
$684K -$561K -9,915 -45%
AL
2069
ACAS LLC
California
$680K +$690K +12,198 New
FNBOH
2070
First National Bank of Hutchinson
Kansas
$679K +$264K +4,665 +62%
5L
2071
55I LLC
Massachusetts
$678K -$44.6K -788 -6%
CPIG
2072
Chicago Partners Investment Group
Illinois
$672K -$5.38K -95 -0.7%
DT
2073
Daniels + Tansey
Delaware
$672K -$1.19K -21 -0.2%
FAN
2074
Financial Advisors Network
California
$671K -$390K -6,885 -36%
PIA
2075
Perennial Investment Advisors
California
$670K -$2.72K -48 -0.4%
81 82
83
84 85