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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1201
Heritage Trust
Oklahoma
$2.53M -$121K -1,811 -5%
AO
1202
Advisor OS
Illinois
$2.53M +$107K +1,596 +5%
RPWA
1203
Regent Peak Wealth Advisors
Georgia
$2.53M -$271K -4,052 -3%
AWA
1204
Arete Wealth Advisors
Illinois
$2.53M -$594K -8,888 -20%
PDL
1205
Portfolio Design Labs
California
$2.53M -$1.01M -15,066 -30%
BFA
1206
Bragg Financial Advisors
North Carolina
$2.52M +$22K +330 +0.9%
AWM
1207
Aprio Wealth Management
Georgia
$2.52M +$218K +3,268 +10%
NCM
1208
Nelson Capital Management
California
$2.51M +$11.6K +173 +0.5%
WCM
1209
Whitener Capital Management
North Carolina
$2.49M +$32.3K +484 +1%
GCP
1210
GSA Capital Partners
United Kingdom
$2.49M +$807K +12,087 +53%
OPCM
1211
Osborne Partners Capital Management
California
$2.49M +$67 +1 +0%
MWM
1212
Massachusetts Wealth Management
Massachusetts
$2.49M -$3.34K -50 -0.1%
AMG
1213
Advisors Management Group
Wisconsin
$2.48M -$3.34K -50 -0.1%
CAC
1214
Certified Advisory Corp
Florida
$2.47M +$89.4K +1,338 +4%
NG
1215
Northstar Group
New York
$2.47M -$51.1K -765 -2%
MWA
1216
MFA Wealth Advisors
Pennsylvania
$2.46M +$2.6K +39 +0.1%
RCG
1217
Regatta Capital Group
California
$2.46M -$4.88K -73 -0.2%
CF
1218
Centaurus Financial
California
$2.45M -$52.5K -786 -2%
AC
1219
Avestar Capital
New York
$2.45M +$196K +2,930 +9%
AWA
1220
Aaron Wealth Advisors
Illinois
$2.45M +$150K +2,250 +7%
AA
1221
Armis Advisers
Georgia
$2.45M +$1.11M +16,638 +96%
TIM
1222
Thompson Investment Management
Wisconsin
$2.44M – – –
IIA
1223
ICW Investment Advisors
Arizona
$2.44M -$200 -3 -0%
NIM
1224
Northeast Investment Management
Massachusetts
$2.43M -$43.4K -650 -2%
PFA
1225
Pathway Financial Advisers
Indiana
$2.42M -$40.6K -608 -2%
47 48
49
50 51