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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1926
Arlington Financial Advisors
California
$949K +$687K +6,795 New
CW
1927
Channel Wealth
California
$947K – – –
AAS
1928
Annex Advisory Services
Wisconsin
$947K -$5.71M -56,437 -89%
AWP
1929
Abacus Wealth Partners
California
$947K -$758K -7,500 -53%
AWA
1930
AmeriServ Wealth Advisors
Pennsylvania
$945K -$25.6K -253 -4%
GAB
1931
German American Bancorp
Indiana
$943K -$118K -1,171 -15%
CFC
1932
Coyle Financial Counsel
Illinois
$942K +$61.9K +612 +10%
SWA
1933
Sax Wealth Advisors
New Jersey
$941K +$627K +6,198 +41%
MGWM
1934
Marks Group Wealth Management
Minnesota
$940K +$13.4K +133 +2%
VCM
1935
Virtue Capital Management
Tennessee
$939K +$134K +1,328 +25%
LCM
1936
Lazari Capital Management
California
$936K -$16.1K -159 -2%
WCG
1937
Weaver Consulting Group
California
$936K -$46.3K -458 -6%
AF
1938
AGP Franklin
Tennessee
$936K – – –
VWM
1939
Valley Wealth Managers
New Jersey
$936K – – –
CA
1940
Claro Advisors
Massachusetts
$935K -$16.7K -165 -2%
RA
1941
Rise Advisors
New York
$935K +$2.12K +21 +0.3%
AIP
1942
Avail Investment Partners
Pennsylvania
$933K -$199K -1,971 -23%
RH
1943
RFG Holdings
Texas
$932K +$119K +1,176 +21%
HNB
1944
Hilltop National Bank
Wyoming
$928K -$76.3K -755 -10%
MCWS
1945
McKinley Carter Wealth Services
West Virginia
$927K +$140K +1,380 +26%
LCS
1946
Levin Capital Strategies
New York
$926K +$64.2K +635 +11%
CWA
1947
Centennial Wealth Advisory
Michigan
$926K -$161K -1,592 -19%
CAC
1948
Core Alternative Capital
Georgia
$923K +$111K +1,102 +20%
BRPW
1949
Ballast Rock Private Wealth
South Carolina
$923K +$809 +8 +0.1%
CHA
1950
Cooper/Haims Advisors
New York
$922K -$35.6K -352 -5%
76 77
78
79 80