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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1576
Confluence Wealth Services
Pennsylvania
$1.07M +$102K +1,788 +11%
AF
1577
Apexium Financial
Texas
$1.07M +$471K +8,291 +84%
MA
1578
MONECO Advisors
Connecticut
$1.07M +$33.5K +589 +3%
GLR
1579
Great Lakes Retirement
Ohio
$1.07M +$32.8K +578 +3%
AWM
1580
Allen Wealth Management
North Carolina
$1.07M +$1.03M +18,074 New
PCA
1581
Private Capital Advisors
Connecticut
$1.06M – – –
ROTUOC
1582
Regents of the University of California
California
$1.06M – – –
LA
1583
LM Advisors
California
$1.06M +$1.02M +17,943 New
OFG
1584
Oxford Financial Group
Indiana
$1.06M +$228K +4,022 +29%
NRI
1585
NFP Retirement Inc
California
$1.05M +$21.8K +384 +2%
MAG
1586
Mayfair Advisory Group
Alabama
$1.05M +$170 +3 +0%
KP
1587
Keel Point
Alabama
$1.04M +$97.1K +1,710 +11%
NCM
1588
Next Capital Management
New York
$1.04M +$10.6K +186 +1%
ECM
1589
Exchange Capital Management
Michigan
$1.03M -$79.1K -1,392 -7%
GFP
1590
Gryphon Financial Partners
Ohio
$1.03M +$427K +7,521 +72%
SWM
1591
Sendero Wealth Management
Texas
$1.03M – – –
PCMM
1592
Piedmont Capital Management (Montana)
Montana
$1.03M +$59.2K +1,042 +6%
WQ
1593
Wealth Quarterback
New Jersey
$1.03M +$30.5K +537 +3%
WW
1594
Waterfront Wealth
Kansas
$1.03M +$20.7K +365 +2%
OP
1595
ORG Partners
Indiana
$1.03M +$415K +7,315 +72%
RMDI
1596
R.M. Davis Inc
Maine
$1.03M +$61.2K +1,077 +7%
BMM
1597
Buffington Mohr McNeal
Idaho
$1.03M -$25.8K -455 -3%
CWM
1598
Cahaba Wealth Management
Georgia
$1.02M +$2.56K +45 +0.3%
LNB
1599
Ledyard National Bank
$1.02M +$14.2K +250 +1%
CRI
1600
Colonial River Investments
Virginia
$1.02M +$120K +2,118 +14%
62 63
64
65 66