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Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
1301
Yoffe Investment Management
Pennsylvania
$2.43M – – –
VFG
1302
V2 Financial group
Illinois
$2.42M -$381K -3,769 -18%
TWM
1303
TriaGen Wealth Management
California
$2.42M +$1.08M +10,659 +159%
JAIC
1304
Josh Arnold Investment Consultant
Minnesota
$2.42M +$1.75M +17,325 New
FWA
1305
FSM Wealth Advisors
Ohio
$2.42M +$787K +7,778 +82%
TSW
1306
Thompson Siegel & Walmsley
Virginia
$2.41M -$5.56M -54,989 -76%
CWP
1307
Concord Wealth Partners
Virginia
$2.4M +$1.74M +17,185 New
FCM
1308
Fogel Capital Management
Florida
$2.39M +$22.2K +220 +1%
CCA
1309
Checchi Capital Advisers
California
$2.39M +$69.8K +690 +4%
PA
1310
PFG Advisors
Arizona
$2.38M -$790K -7,808 -31%
HWMC
1311
Heritage Wealth Management (California)
California
$2.38M +$23K +227 +1%
AWM
1312
Avior Wealth Management
Nebraska
$2.38M +$102K +1,008 +6%
LC
1313
Lavaca Capital
Texas
$2.38M +$156K +1,539 +10%
MMHP
1314
Murphy Middleton Hinkle & Parker
Georgia
$2.37M – – –
WPW
1315
Waldron Private Wealth
Pennsylvania
$2.37M +$268K +2,647 +19%
WQ
1316
Wealth Quarterback
New Jersey
$2.37M -$871K -8,615 -34%
BIG
1317
Brookwood Investment Group
Arizona
$2.36M +$855K +8,451 +100%
UAM
1318
Unifi Asset Management
New York
$2.35M -$3.46M -34,264 -67%
MCM
1319
Mengis Capital Management
Oregon
$2.35M – – –
MCA
1320
Martin Capital Advisors
Texas
$2.35M – – –
GP
1321
Greenline Partners
New York
$2.34M -$4.64M -45,907 -73%
SCM
1322
Sterling Capital Management
North Carolina
$2.34M +$824K +8,145 +95%
KI
1323
KTF Investments
California
$2.33M +$678K +6,700 +67%
FWP
1324
FAS Wealth Partners
Kansas
$2.33M -$276K -2,726 -14%
MAWA
1325
Moss Adams Wealth Advisors
Washington
$2.33M +$138K +1,367 +9%
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