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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1026
Austin Private Wealth
Texas
$171K +$59.8K +5,607 +48%
SPWM
1027
Straight Path Wealth Management
Michigan
$170K – – –
RPWA
1028
Regent Peak Wealth Advisors
Georgia
$170K -$7.52K -705 -4%
AAG
1029
Armstrong Advisory Group
Massachusetts
$170K +$11.8K +1,109 +7%
WAS
1030
Winch Advisory Services
Wisconsin
$169K -$13.5K -1,267 -7%
LI
1031
LifeWealth Investments
Florida
$169K +$182K +17,091 New
RFP
1032
Root Financial Partners
California
$168K +$20.5K +1,921 +13%
IF
1033
Intrua Financial
Texas
$167K +$11K +1,034 +7%
SCA
1034
Stonebridge Capital Advisors
Minnesota
$167K +$24.8K +2,325 +16%
PA
1035
Pinnacle Associates
New York
$166K -$159K -14,933 -47%
WAG
1036
Winthrop Advisory Group
Massachusetts
$166K -$1.7K -159 -0.9%
SSG
1037
Summit Securities Group
New York
$165K -$333K -31,200 -65%
PL
1038
Plancorp LLC
Missouri
$165K +$32.6K +3,061 +22%
BC
1039
Bayforest Capital
United Kingdom
$165K +$178K +16,680 New
ESBC
1040
E.S. Barr & Co
Kentucky
$165K – – –
CAC
1041
Certified Advisory Corp
Florida
$164K -$25.4K -2,383 -13%
KFGK
1042
Keystone Financial Group (Kentucky)
Kentucky
$163K -$17.1K -1,599 -9%
TFS
1043
Thoroughbred Financial Services
Tennessee
$163K +$2.37K +222 +1%
PTC
1044
Private Trust Company
Ohio
$163K +$299 +28 +0.2%
SCM
1045
Sterling Capital Management
North Carolina
$162K -$328K -30,733 -65%
BFC
1046
Bedel Financial Consulting
Indiana
$162K +$173K +16,190 New
HWM
1047
Hohimer Wealth Management
Washington
$162K +$352 +33 +0.2%
HWA
1048
Heritage Wealth Advisors
Virginia
$161K -$1.22K -114 -0.7%
GWM
1049
Gibbs Wealth Management
Georgia
$161K -$4.32K -405 -2%
PFA
1050
Pure Financial Advisors
California
$161K +$1.82K +171 +1%
40 41
42
43 44