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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1926
Cooper Financial Group
California
$638K -$10.8K -100 -2%
AAS
1927
Annex Advisory Services
Wisconsin
$637K +$43.9K +408 +7%
TCBWMS
1928
Texas Capital Bank Wealth Management Services
Texas
$637K +$60.8K +565 +10%
WAS
1929
Wealth Advisory Solutions
Indiana
$636K -$51K -474 -7%
CB
1930
CNB Bank
Pennsylvania
$635K +$341K +3,164 +98%
AA
1931
Addison Advisors
Vermont
$635K +$20.9K +194 +3%
IA
1932
IFG Advisory
Georgia
$635K +$688K +6,393 New
VCM
1933
Virtue Capital Management
Tennessee
$634K -$1.41M -13,065 -65%
HIA
1934
Harbor Investment Advisory
Maryland
$633K -$88.3K -820 -11%
CWM
1935
Circle Wealth Management
New Jersey
$633K -$432K -4,012 -39%
LCM
1936
Liberty Capital Management
Michigan
$629K -$53.8K -500 -7%
FHC
1937
First Heartland Consultants
Missouri
$629K +$8.07K +75 +1%
AIM
1938
Avity Investment Management
Connecticut
$629K – – –
GSEP
1939
Golden State Equity Partners
California
$629K +$682K +6,332 New
SCI
1940
Stableford Capital II
Arizona
$626K +$693K +6,437 New
HAIM
1941
Hunter Associates Investment Management
Pennsylvania
$626K -$10.8K -100 -2%
PWM
1942
PBMares Wealth Management
Virginia
$626K -$43.3K -402 -6%
CWA
1943
Clarity Wealth Advisors
California
$625K -$72.9K -677 -10%
SIAP
1944
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$625K +$16.4K +152 +2%
BIM
1945
Barton Investment Management
Pennsylvania
$624K – – –
JWM
1946
Jupiter Wealth Management
Colorado
$623K -$459K -4,267 -39%
BCA
1947
Bray Capital Advisors
Florida
$622K – – –
PGWM
1948
Parisi Gray Wealth Management
New Jersey
$622K -$46.7K -434 -6%
RSA
1949
River Street Advisors
Illinois
$622K +$4.41K +41 +0.7%
PSF
1950
Pacific Sun Financial
California
$621K -$49.3K -458 -7%
76 77
78
79 80