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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1676
Ceeto Capital Group
Florida
$1.05M – – –
PWAG
1677
Polaris Wealth Advisory Group
California
$1.05M -$74.3K -631 -7%
FANJ
1678
Financial Architects (New Jersey)
New Jersey
$1.05M -$41.1K -349 -4%
OI
1679
Oakbrook Investments
Illinois
$1.04M -$2.09M -17,710 -67%
ECM
1680
Exchange Capital Management
Michigan
$1.04M -$38.9K -330 -4%
GRQ
1681
Gardner Russo & Quinn
Pennsylvania
$1.04M -$47.1K -400 -4%
TW
1682
Transform Wealth
Colorado
$1.04M +$515K +4,376 +103%
CG
1683
CFO4Life Group
Texas
$1.04M -$377K -3,197 -27%
AWM
1684
Adams Wealth Management
Utah
$1.04M +$1.01M +8,599 New
LTI
1685
Laffer Tengler Investments
Tennessee
$1.04M +$1.01M +8,544 +18,179%
PWMAG
1686
Pinnacle Wealth Management Advisory Group
New Jersey
$1.03M -$6.13K -52 -0.6%
IIA
1687
ICW Investment Advisors
Arizona
$1.03M +$1.01M +8,577 New
W
1688
Wealthquest
Ohio
$1.03M +$32.3K +274 +3%
SFFS
1689
Stonehage Fleming Financial Services
Jersey
$1.03M -$419K -3,555 -29%
CWA
1690
Clarus Wealth Advisors
Arizona
$1.03M -$69.5K -590 -6%
HPWM
1691
Highland Private Wealth Management
Washington
$1.03M -$17.7K -150 -2%
ARMT
1692
Amica Retiree Medical Trust
Rhode Island
$1.03M – – –
POIA
1693
Pin Oak Investment Advisors
Texas
$1.03M -$27.7K -235 -3%
OCG
1694
Opus Capital Group
Ohio
$1.03M -$2.59K -22 -0.3%
VCM
1695
Vision Capital Management
Oregon
$1.03M +$510K +4,329 +103%
SFSG
1696
Sound Financial Strategies Group
Mississippi
$1.03M +$1M +8,523 New
VWM
1697
Vigilare Wealth Management
Arizona
$1.02M +$1.13M +9,623 New
NIM
1698
NuWave Investment Management
New Jersey
$1.02M +$359K +3,051 +56%
MIAS
1699
Mason Investment Advisory Services
Virginia
$1.02M – – –
SC
1700
Sawyer & Company
Massachusetts
$1.02M -$21.8K -185 -2%
66 67
68
69 70