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Name Holding Trade Value Shares
Change 		Change in
Stake
V
1901
ViaWealth
Kansas
$680K -$37.8K -351 -5%
PP
1902
PDS Planning
Ohio
$680K -$7.54K -70 -1%
PSP
1903
Principal Street Partners
Tennessee
$679K +$9.26K +86 +1%
WPA
1904
West Paces Advisors
Georgia
$678K – – –
HC
1905
Hara Capital
Washington
$677K – – –
IIC
1906
Integrated Investment Consultants
Michigan
$676K – – –
NCM
1907
NCM Capital Management
New Jersey
$674K -$16.1K -150 -2%
EFG
1908
Everhart Financial Group
Ohio
$673K +$119K +1,110 +19%
PTP
1909
Platform Technology Partners
New York
$670K +$727K +6,749 New
APG
1910
Abacus Planning Group
South Carolina
$670K +$15.2K +141 +2%
EAM
1911
Empirical Asset Management
Massachusetts
$669K +$1.07M +9,953 +539%
PFWA
1912
Paces Ferry Wealth Advisors
Georgia
$667K -$17.3K -161 -2%
GWSG
1913
GPS Wealth Strategies Group
Colorado
$666K -$2.8K -26 -0.4%
CWS
1914
Cypress Wealth Services
California
$665K -$121K -1,127 -14%
OWA
1915
Opal Wealth Advisors
New York
$658K -$57.5K -534 -7%
JGIA
1916
Jackson Grant Investment Advisers
Connecticut
$657K – – –
GFA
1917
Gallagher Fiduciary Advisors
Illinois
$657K +$25.7K +239 +4%
SFP
1918
Shepherd Financial Partners
Massachusetts
$656K +$316K +2,937 +80%
PFG
1919
PAX Financial Group
Texas
$655K +$80.5K +748 +13%
BWP
1920
Baldwin Wealth Partners
Massachusetts
$654K -$13K -121 -2%
ECA
1921
Elevated Capital Advisors
Utah
$653K +$50.1K +465 +8%
PWPS
1922
Pinnacle Wealth Planning Services
Ohio
$651K -$92.8K -862 -12%
SWP
1923
Strategic Wealth Partners
Ohio
$649K -$4.95K -46 -0.7%
ZIM
1924
Zacks Investment Management
Illinois
$648K +$156K +1,445 +28%
EP
1925
Edgestream Partners
New Jersey
$644K +$281K +2,610 +67%
75 76
77
78 79