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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2051
Smith & Howard Wealth Management
Georgia
$817K -$4.95K -18 -0.6%
CFS
2052
Cannon Financial Strategists
Georgia
$811K -$20.1K -73 -2%
NP
2053
NorthRock Partners
Minnesota
$810K -$59.9K -218 -7%
OAM
2054
Optimal Asset Management
California
$810K – – –
KWP
2055
Keystone Wealth Partners
Arizona
$807K +$836K +3,040 New
ABTD
2056
Arvest Bank Trust Division
Oklahoma
$805K +$55.5K +202 +7%
CFD
2057
Creative Financial Designs
Indiana
$802K -$8.25K -30 -1%
IRAG
2058
Investment Research & Advisory Group
Georgia
$798K – – –
BCM
2059
Bayesian Capital Management
New York
$797K +$825K +3,000 New
NFG
2060
Nadler Financial Group
Illinois
$796K +$47.8K +174 +6%
FWM
2061
Fairhaven Wealth Management
Illinois
$795K -$11.3K -41 -1%
SVCP
2062
Silicon Valley Capital Partners
California
$793K +$27.5K +100 +3%
PA
2063
PSI Advisors
Florida
$791K +$155K +564 +23%
TWP
2064
Tower Wealth Partners
Pennsylvania
$787K +$815K +2,964 New
BWP
2065
BSW Wealth Partners
Colorado
$785K +$253K +921 +45%
CTI
2066
Community Trust & Investment
Kentucky
$784K +$140K +509 +21%
WDG
2067
Wealth Dimensions Group
Ohio
$784K +$811K +2,950 New
NWA
2068
New World Advisors
Massachusetts
$783K – – –
CCA
2069
Cobblestone Capital Advisors
New York
$782K -$205K -746 -20%
DBG
2070
De Burlo Group
Massachusetts
$782K +$809K +2,944 New
RPG
2071
Resource Planning Group
Georgia
$780K -$21.4K -78 -3%
PHAM
2072
Palisades Hudson Asset Management
Florida
$780K – – –
MA
2073
MJP Associates
Connecticut
$779K +$807K +2,934 New
MAS
2074
Managed Account Services
Florida
$778K +$32.4K +118 +4%
APWA
2075
Atlas Private Wealth Advisors
New Jersey
$778K +$49.8K +181 +7%
81 82
83
84 85