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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1926
Parkside Financial Bank & Trust
Missouri
$718K +$14K +133 +2%
SIM
1927
Synergy Investment Management
Florida
$717K +$677K +6,440 New
GLR
1928
Great Lakes Retirement
Ohio
$716K +$31.9K +304 +5%
AF
1929
Advisornet Financial
Minnesota
$716K +$108K +1,024 +19%
PIA
1930
Pinion Investment Advisors
Kansas
$710K +$12.1K +115 +2%
CIC
1931
Crawford Investment Counsel
Georgia
$710K +$88.6K +843 +15%
PWM
1932
Prentice Wealth Management
New York
$708K +$35.3K +336 +6%
CAM
1933
Cozad Asset Management
Illinois
$706K +$34.1K +325 +5%
AIM
1934
Avity Investment Management
Connecticut
$705K – – –
LWA
1935
Lantern Wealth Advisors
New York
$704K -$65.7K -625 -9%
VC
1936
Vicus Capital
Pennsylvania
$704K +$34.1K +325 +5%
RFS
1937
Richardson Financial Services
Massachusetts
$703K -$14.2K -135 -2%
LSPW
1938
Lake Street Private Wealth
Illinois
$703K +$39.4K +375 +6%
WI
1939
WrapManager Inc
California
$701K +$81.3K +774 +14%
BIM
1940
Barton Investment Management
Pennsylvania
$700K – – –
BFM
1941
Boston Financial Management
Massachusetts
$700K +$9.87K +94 +2%
GA
1942
Geller Advisors
New York
$700K +$21K +200 +3%
RWA
1943
River Wealth Advisors
Pennsylvania
$697K -$3.45M -32,864 -84%
FUBT
1944
First United Bank & Trust
Maryland
$696K -$98.5K -938 -13%
1IA
1945
1620 Investment Advisors
Massachusetts
$694K +$11.3K +108 +2%
AA
1946
Addison Advisors
Vermont
$693K +$2.42K +23 +0.4%
AIM
1947
Access Investment Management
Georgia
$692K – – –
VAS
1948
Valicenti Advisory Services
New York
$691K -$97.2K -925 -13%
CA
1949
Cornerstone Advisory
Maryland
$690K -$8.4K -80 -1%
ZIM
1950
Zacks Investment Management
Illinois
$690K -$7.67K -73 -1%
76 77
78
79 80