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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1276
Insigneo Advisory Services
Florida
$1.93M +$226K +722 +16%
KJWM
1277
Kiley Juergens Wealth Management
Washington
$1.93M – – –
HA
1278
Herold Advisors
New York
$1.93M +$177K +566 +12%
HHCP
1279
Hilton Head Capital Partners
South Carolina
$1.92M -$939 -3 -0.1%
SAM
1280
Sagewood Asset Management
New York
$1.92M +$212K +676 +15%
CIC
1281
Crawford Investment Counsel
Georgia
$1.91M -$92.4K -295 -5%
PPWM
1282
Paragon Private Wealth Management
Kentucky
$1.9M +$223K +711 +16%
LIA
1283
LBMC Investment Advisors
Tennessee
$1.89M +$107K +342 +7%
MA
1284
MONECO Advisors
Connecticut
$1.89M +$147K +470 +10%
CLA
1285
Carnegie Lake Advisors
New Jersey
$1.88M – – –
CCWM
1286
Cassaday & Co Wealth Management
Virginia
$1.88M +$3.44K +11 +0.2%
WCM
1287
Washburn Capital Management
Florida
$1.88M -$136K -435 -8%
DI
1288
DKRT Investments
$1.87M – – –
HR
1289
Hardy Reed
Mississippi
$1.86M +$20.7K +66 +1%
SCI
1290
Stableford Capital II
Arizona
$1.86M -$296K -946 -16%
QPBE
1291
Quintet Private Bank (Europe)
Luxembourg
$1.85M – – –
NERM
1292
New England Research & Management
Illinois
$1.85M -$331K -1,058 -18%
MAWA
1293
Moss Adams Wealth Advisors
Washington
$1.85M +$415K +1,326 +37%
ACM
1294
Allred Capital Management
Texas
$1.85M -$141K -449 -8%
PCP
1295
Proficio Capital Partners
Massachusetts
$1.84M +$1.55M +4,936 New
PWG
1296
Portside Wealth Group
Utah
$1.84M +$497K +1,587 +47%
HCM
1297
Hengehold Capital Management
Ohio
$1.84M +$5.01K +16 +0.3%
DIA
1298
Dana Investment Advisors
Wisconsin
$1.84M -$38.8K -124 -2%
IAN
1299
Integrated Advisors Network
Texas
$1.83M +$8.45K +27 +0.6%
FFS
1300
Founders Financial Securities
Maryland
$1.83M +$44.1K +141 +3%
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