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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1601
Alternative Investment Advisors
Florida
$2.01M +$2.14M +6,657 New
PWMG
1602
Prestige Wealth Management Group
New Jersey
$2.01M +$11.6K +36 +0.5%
GC
1603
Grimes & Company
Massachusetts
$2M +$75.3K +234 +4%
AFC
1604
AFT Forsyth & Company
Florida
$2M +$8.04K +25 +0.4%
CFG
1605
Cooper Financial Group
California
$2M -$72.4K -225 -3%
MIA
1606
MMBG Investment Advisors
Florida
$2M – – –
MIM
1607
MTM Investment Management
South Carolina
$1.99M -$54.7K -170 -3%
CA
1608
Carson Advisory
Georgia
$1.99M -$134K -418 -6%
AFA
1609
American Financial Advisors
Georgia
$1.98M +$10.3K +32 +0.5%
MWA
1610
Moser Wealth Advisors
Washington
$1.98M -$47.9K -149 -2%
CNC
1611
Citizens & Northern Corp
Pennsylvania
$1.98M -$16.1K -50 -0.8%
ODG
1612
O'Dell Group
Ohio
$1.98M +$89.7K +279 +4%
SHGA
1613
Sand Hill Global Advisors
California
$1.98M -$12.9K -40 -0.6%
LFA
1614
Legacy Financial Advisors
Kentucky
$1.96M +$191K +594 +10%
FPAS
1615
Focus Partners Advisor Solutions
Missouri
$1.96M +$533K +1,658 +34%
JCM
1616
Jag Capital Management
Missouri
$1.95M +$3.54K +11 +0.2%
DGAM
1617
Desjardins Global Asset Management
Quebec, Canada
$1.95M -$1.22M -3,786 -37%
CA
1618
Continuum Advisory
Idaho
$1.94M +$14.8K +46 +0.7%
AIM
1619
Aspen Investment Management
Michigan
$1.94M +$26.7K +83 +1%
T
1620
TCWP
Ohio
$1.94M +$14.2K +44 +0.7%
PWPS
1621
Pinnacle Wealth Planning Services
Ohio
$1.94M -$1.93K -6 -0.1%
SW
1622
Solidarity Wealth
Utah
$1.94M +$1.6M +4,986 +351%
MA
1623
MCF Advisors
Kentucky
$1.93M +$157K +488 +8%
AL
1624
Aspiriant LLC
California
$1.93M +$214K +664 +12%
FBFS
1625
First Business Financial Services
Wisconsin
$1.93M +$65.3K +203 +3%
63 64
65
66 67