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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2076
Covenant Asset Management
New Jersey
$262K +$35 +1 +0%
AA
2077
Alesco Advisors
New York
$261K -$5.33K -153 -2%
EWA
2078
EverSource Wealth Advisors
Alabama
$260K +$17.2K +493 +7%
PMFA
2079
Plante Moran Financial Advisors
Michigan
$259K -$23.1K -663 -8%
LCC
2080
Lincoln Capital Corp
Rhode Island
$259K – – –
AG
2081
Ascent Group
Virginia
$258K -$130K -3,722 -35%
RCM
2082
Rain Capital Management
Oregon
$257K -$10.4K -298 -4%
LC
2083
Lincoln Capital
Nebraska
$257K – – –
SWM
2084
Sugarloaf Wealth Management
Georgia
$256K – – –
RWP
2085
Revolve Wealth Partners
New Jersey
$255K +$250K +7,181 New
GWSG
2086
GPS Wealth Strategies Group
Colorado
$255K -$41K -1,176 -14%
AWM
2087
Aprio Wealth Management
Georgia
$255K +$36.8K +1,055 +17%
TFM
2088
TFC Financial Management
Massachusetts
$255K – – –
ML
2089
McAdam LLC
Pennsylvania
$254K +$249K +7,155 New
VLC
2090
Van Leeuwen & Company
New Jersey
$254K +$7.77K +223 +3%
GAG
2091
GM Advisory Group
New York
$254K -$17.4K -500 -7%
MWM
2092
Massachusetts Wealth Management
Massachusetts
$253K -$6.97K -200 -3%
SFS
2093
Summit Financial Strategies
Ohio
$253K -$28.8K -826 -10%
CCA
2094
Conservest Capital Advisors
Pennsylvania
$253K -$9.58K -275 -4%
CAM
2095
Close Asset Management
United Kingdom
$253K +$17.4K +500 +8%
DA
2096
Detalus Advisors
Missouri
$253K -$13.9K -400 -5%
DE
2097
Day & Ennis
Georgia
$252K -$27.4K -788 -10%
RMAM
2098
Raab & Moskowitz Asset Management
New Jersey
$251K -$6.83K -196 -3%
SPWM
2099
Straight Path Wealth Management
Michigan
$251K -$27.9K -800 -10%
VWM
2100
Valley Wealth Managers
New Jersey
$251K – – –
82 83
84
85 86