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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1926
Catalyst Financial Partners
Massachusetts
$1.66M -$54K -166 -3%
IFWM
1927
Institute for Wealth Management
Colorado
$1.66M +$2.6K +8 +0.2%
HIA
1928
Harvest Investment Advisors
Florida
$1.66M +$33.8K +104 +2%
TH
1929
TCTC Holdings
Texas
$1.66M -$166K -509 -10%
TWA
1930
TCI Wealth Advisors
Arizona
$1.66M -$229K -703 -13%
CFD
1931
Creative Financial Designs
Indiana
$1.66M +$227K +697 +17%
MSWM
1932
McGlone Suttner Wealth Management
Wisconsin
$1.65M +$35.8K +110 +2%
PFWA
1933
Paces Ferry Wealth Advisors
Georgia
$1.65M +$43.9K +135 +3%
3IP
1934
3Chopt Investment Partners
Virginia
$1.65M +$293K +902 +24%
CW
1935
CrossGen Wealth
North Carolina
$1.65M +$54K +166 +4%
WI
1936
Wealth Intelligence
Georgia
$1.64M -$941K -2,893 -38%
ML
1937
McAdam LLC
Pennsylvania
$1.64M +$8.78K +27 +0.6%
FWA
1938
FSM Wealth Advisors
Ohio
$1.64M +$55.6K +171 +4%
LGG
1939
Luts & Greenleigh Group
Maryland
$1.64M -$21.1K -65 -1%
GCP
1940
Guardian Capital (Pennsylvania)
Pennsylvania
$1.64M -$518K -1,591 -26%
MCA
1941
Millennium Capital Advisors
Arkansas
$1.64M +$325 +1 +0%
LCM
1942
Landscape Capital Management
New Jersey
$1.63M +$1.51M +4,634 New
EWM
1943
Evermay Wealth Management
Virginia
$1.63M -$581K -1,786 -28%
TWM
1944
Trueblood Wealth Management
Ohio
$1.63M -$6.51K -20 -0.4%
BPC
1945
Banque Pictet & Cie
Switzerland
$1.63M -$900K -2,765 -37%
IJWM
1946
Inman Jager Wealth Management
Mississippi
$1.63M +$206K +633 +16%
RFA
1947
Rollins Financial Advisors
New York
$1.63M -$159K -490 -10%
WPW
1948
Waldron Private Wealth
Pennsylvania
$1.62M +$575K +1,766 +62%
EPW
1949
Evolve Private Wealth
California
$1.62M -$585K -1,799 -28%
CL
1950
CIM LLC
New York
$1.62M +$26K +80 +2%
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78
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