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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1926
Richardson Financial Services
Massachusetts
$643K -$90.2K -838 -11%
CFG
1927
Cooper Financial Group
California
$638K -$10.8K -100 -2%
AAS
1928
Annex Advisory Services
Wisconsin
$637K +$43.9K +408 +7%
TCBWMS
1929
Texas Capital Bank Wealth Management Services
Texas
$637K +$60.8K +565 +10%
WAS
1930
Wealth Advisory Solutions
Indiana
$636K -$51K -474 -7%
CB
1931
CNB Bank
Pennsylvania
$635K +$341K +3,164 +98%
AA
1932
Addison Advisors
Vermont
$635K +$20.9K +194 +3%
IA
1933
IFG Advisory
Georgia
$635K +$688K +6,393 New
VCM
1934
Virtue Capital Management
Tennessee
$634K -$1.41M -13,065 -65%
HIA
1935
Harbor Investment Advisory
Maryland
$633K -$88.3K -820 -11%
CWM
1936
Circle Wealth Management
New Jersey
$633K -$432K -4,012 -39%
LCM
1937
Liberty Capital Management
Michigan
$629K -$53.8K -500 -7%
FHC
1938
First Heartland Consultants
Missouri
$629K +$8.07K +75 +1%
AIM
1939
Avity Investment Management
Connecticut
$629K – – –
GSEP
1940
Golden State Equity Partners
California
$629K +$682K +6,332 New
SCI
1941
Stableford Capital II
Arizona
$626K +$693K +6,437 New
HAIM
1942
Hunter Associates Investment Management
Pennsylvania
$626K -$10.8K -100 -2%
PWM
1943
PBMares Wealth Management
Virginia
$626K -$43.3K -402 -6%
CWA
1944
Clarity Wealth Advisors
California
$625K -$72.9K -677 -10%
SIAP
1945
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$625K +$16.4K +152 +2%
BIM
1946
Barton Investment Management
Pennsylvania
$624K – – –
JWM
1947
Jupiter Wealth Management
Colorado
$623K -$459K -4,267 -39%
BCA
1948
Bray Capital Advisors
Florida
$622K – – –
PGWM
1949
Parisi Gray Wealth Management
New Jersey
$622K -$46.7K -434 -6%
RSA
1950
River Street Advisors
Illinois
$622K +$4.41K +41 +0.7%
76 77
78
79 80