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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1901
Clear Creek Financial Management
Washington
$872K +$20.4K +306 +3%
LPT
1902
Legacy Private Trust
Wisconsin
$869K -$85.6K -1,281 -10%
IPW
1903
Invictus Private Wealth
Colorado
$868K -$83.1K -1,244 -9%
FDS
1904
First Dallas Securities
Texas
$868K +$13.6K +203 +2%
LA
1905
LM Advisors
California
$867K +$4.47K +67 +0.6%
RA
1906
Ransom Advisory
Rhode Island
$861K -$73.5K -1,100 -8%
MWA
1907
Midland Wealth Advisors
Illinois
$861K -$47K -703 -6%
GWMR
1908
GC Wealth Management RIA
Massachusetts
$861K +$42.9K +643 +6%
JWCA
1909
J.W. Coons Advisors
Ohio
$860K +$64.8K +970 +9%
HFW
1910
Horizon Family Wealth
Illinois
$857K +$799K +11,967 New
WAC
1911
William Allan Corp
Colorado
$857K +$54.4K +815 +7%
SIA
1912
Sit Investment Associates
Minnesota
$856K – – –
HI
1913
Hendershot Investments
Virginia
$856K +$6.68K +100 +0.8%
PIMG
1914
Patriot Investment Management Group
Tennessee
$855K -$47.1K -706 -6%
KCAM
1915
Kagan Cocozza Asset Management
New Jersey
$853K +$36.6K +548 +5%
AF
1916
Apexium Financial
Texas
$852K +$66.3K +993 +9%
FPWM
1917
FSB Premier Wealth Management
Iowa
$849K -$21.4K -320 -3%
KAS
1918
KPP Advisory Services
Kentucky
$849K +$487K +7,289 +160%
CWM
1919
Chemistry Wealth Management
New York
$848K -$82K -1,228 -9%
TWM
1920
Trueblood Wealth Management
Ohio
$846K – – –
PWMG
1921
Prestige Wealth Management Group
New Jersey
$845K +$13.1K +196 +2%
RAM
1922
Redmond Asset Management
Virginia
$844K -$12.6K -188 -2%
AFPL
1923
Advus Financial Partners, LLC
Florida
$843K +$34.9K +522 +5%
FCG
1924
Fielder Capital Group
Tennessee
$843K -$26.3K -394 -3%
FS
1925
Ferguson Shapiro
Georgia
$841K – – –
75 76
77
78 79