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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
2076
Legacy Wealth Asset Management
Minnesota
$658K +$52K +166 +10%
SIA
2077
SGL Investment Advisors
Montana
$657K +$120K +384 +27%
WA
2078
Wealth Architects
California
$656K -$1.56K -5 -0.3%
SPW
2079
Signet Private Wealth
Illinois
$655K +$109K +348 +25%
GDP
2080
Great Diamond Partners
Maine
$655K +$15K +48 +3%
KIG
2081
Kennedy Investment Group
New Jersey
$655K +$939 +3 +0.2%
CIA
2082
Caerus Investment Advisors
Texas
$654K -$200K -638 -27%
MA
2083
MW Advisory
Georgia
$650K +$545K +1,740 New
PFSC
2084
Peoples Financial Services Corp
Pennsylvania
$650K -$11.6K -37 -2%
MFC
2085
Morris Financial Concepts
South Carolina
$648K – – –
CSI
2086
Clark & Stuart Inc
Maine
$647K – – –
HAC
2087
Harbor Advisory Corp
New Hampshire
$646K – – –
PCFFS
2088
Pacific Center for Financial Services
California
$646K -$13.5K -43 -2%
FWA
2089
Flagship Wealth Advisors
Massachusetts
$645K +$117K +375 +28%
LF
2090
LifeSteps Financial
California
$645K +$7.83K +25 +1%
HP
2091
Hilltop Partners
Indiana
$645K +$151K +483 +39%
IP
2092
Investment Partners
Ohio
$644K +$8.45K +27 +2%
MF
2093
Montis Financial
Massachusetts
$643K -$2.5K -8 -0.5%
DWG
2094
Darden Wealth Group
Michigan
$643K -$40.7K -130 -7%
FCFC
2095
First Commonwealth Financial Corp
Pennsylvania
$642K -$2.5K -8 -0.5%
KAS
2096
KPP Advisory Services
Kentucky
$641K +$18.2K +58 +4%
GWAG
2097
Garrett Wealth Advisory Group
Texas
$639K -$60.4K -193 -10%
SCA
2098
Stonebridge Capital Advisors
Minnesota
$638K +$3.13K +10 +0.6%
XWL
2099
XXI Wealth LLC
Illinois
$637K +$58.9K +188 +12%
MFG
2100
Menard Financial Group
Texas
$636K +$533K +1,703 New
82 83
84
85 86