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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1926
Garrison Point Advisors
California
$720K -$204K -1,940 -23%
PFBT
1927
Parkside Financial Bank & Trust
Missouri
$718K +$14K +133 +2%
SIM
1928
Synergy Investment Management
Florida
$717K +$677K +6,440 New
GLR
1929
Great Lakes Retirement
Ohio
$716K +$31.9K +304 +5%
AF
1930
Advisornet Financial
Minnesota
$716K +$108K +1,024 +19%
PIA
1931
Pinion Investment Advisors
Kansas
$710K +$12.1K +115 +2%
CIC
1932
Crawford Investment Counsel
Georgia
$710K +$88.6K +843 +15%
PWM
1933
Prentice Wealth Management
New York
$708K +$35.3K +336 +6%
CAM
1934
Cozad Asset Management
Illinois
$706K +$34.1K +325 +5%
AIM
1935
Avity Investment Management
Connecticut
$705K – – –
LWA
1936
Lantern Wealth Advisors
New York
$704K -$65.7K -625 -9%
VC
1937
Vicus Capital
Pennsylvania
$704K +$34.1K +325 +5%
RFS
1938
Richardson Financial Services
Massachusetts
$703K -$14.2K -135 -2%
LSPW
1939
Lake Street Private Wealth
Illinois
$703K +$39.4K +375 +6%
WI
1940
WrapManager Inc
California
$701K +$81.3K +774 +14%
BIM
1941
Barton Investment Management
Pennsylvania
$700K – – –
BFM
1942
Boston Financial Management
Massachusetts
$700K +$9.87K +94 +2%
GA
1943
Geller Advisors
New York
$700K +$21K +200 +3%
RWA
1944
River Wealth Advisors
Pennsylvania
$697K -$3.45M -32,864 -84%
FUBT
1945
First United Bank & Trust
Maryland
$696K -$98.5K -938 -13%
1IA
1946
1620 Investment Advisors
Massachusetts
$694K +$11.3K +108 +2%
AA
1947
Addison Advisors
Vermont
$693K +$2.42K +23 +0.4%
AIM
1948
Access Investment Management
Georgia
$692K – – –
VAS
1949
Valicenti Advisory Services
New York
$691K -$97.2K -925 -13%
CA
1950
Cornerstone Advisory
Maryland
$690K -$8.4K -80 -1%
76 77
78
79 80