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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1126
Frank Rimerman Advisors
California
$5.59M +$1.73M +4,770 +45%
VCAM
1127
Van Cleef Asset Management
Ohio
$5.59M -$33.3K -92 -0.6%
DIM
1128
DLK Investment Management
California
$5.58M +$79.6K +220 +1%
MG
1129
Mather Group
Illinois
$5.57M -$266K -736 -5%
GIA
1130
GHP Investment Advisors
Colorado
$5.56M +$26.1K +72 +0.5%
CAL
1131
Capital Analysts LLC
Pennsylvania
$5.55M -$48.5K -134 -0.9%
SEEDPG
1132
S.E.E.D. Planning Group
New York
$5.54M -$190K -525 -3%
MWM
1133
Modern Wealth Management
Kansas
$5.52M +$188K +520 +4%
PFA
1134
Pure Financial Advisors
California
$5.52M +$1.21M +3,357 +29%
AWM
1135
Aries Wealth Management
Maine
$5.48M -$55.7K -154 -1%
BL
1136
BFSG LLC
California
$5.48M +$40.9K +113 +0.8%
TAP
1137
Tounjian Advisory Partners
Florida
$5.47M -$109K -300 -2%
CAM
1138
Carret Asset Management
New York
$5.46M -$156K -430 -3%
SCP
1139
Sandhill Capital Partners
New York
$5.46M +$27.9K +77 +0.5%
CWS
1140
Confluence Wealth Services
Pennsylvania
$5.44M +$46K +127 +0.9%
AG
1141
AlTi Global
New York
$5.43M +$177K +490 +3%
AIMA
1142
Ables Iannone Moore & Associates
Georgia
$5.43M +$123K +340 +2%
RFP
1143
Root Financial Partners
California
$5.42M +$455K +1,257 +9%
RC
1144
Roundview Capital
New Jersey
$5.42M +$555K +1,534 +12%
MMPW
1145
Mitchell McLeod Pugh & Williams
Alabama
$5.41M +$73.5K +203 +1%
MMHP
1146
Murphy Middleton Hinkle & Parker
Georgia
$5.41M – – –
TFA
1147
Transamerica Financial Advisors
Florida
$5.41M -$223K -617 -4%
JWBC
1148
J.W. Burns & Co
New York
$5.4M -$19.2K -53 -0.4%
CLA
1149
Carnegie Lake Advisors
New Jersey
$5.4M +$19.9K +55 +0.4%
PTCG
1150
Pring Turner Capital Group
California
$5.4M -$57.2K -158 -1%
44 45
46
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