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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1926
SkyView Investment Advisors
New Jersey
$426K – – –
CPWA
1927
Cerro Pacific Wealth Advisors
California
$426K +$429K +7,876 New
SFG
1928
StrategIQ Financial Group
Indiana
$424K +$54 +1 +0%
IFWM
1929
Institute for Wealth Management
Colorado
$424K +$272 +5 +0.1%
FSCM
1930
Front Street Capital Management
Montana
$423K -$69.7K -1,281 -14%
AFC
1931
AFT Forsyth & Company
Florida
$421K -$16.3K -300 -4%
JAG
1932
Journey Advisory Group
Kentucky
$420K -$10.4K -191 -2%
LWM
1933
Lyell Wealth Management
California
$420K +$20K +368 +5%
DA
1934
DSC Advisors
Illinois
$419K -$91.4K -1,680 -18%
AP
1935
Advisors Preferred
Maryland
$419K -$48.4K -889 -10%
HC
1936
Hatton Consulting
Arizona
$419K +$421K +7,745 New
SN
1937
Sittner & Nelson
Oregon
$418K – – –
CWC
1938
Carolinas Wealth Consulting
North Carolina
$417K -$6.64K -122 -2%
MIM
1939
Miller Investment Management
Pennsylvania
$417K – – –
SMH
1940
Sanders Morris Harris
Texas
$416K -$544K -10,000 -57%
AA
1941
Addison Advisors
Vermont
$416K +$418K +7,686 New
PA
1942
Probity Advisors
Texas
$414K -$4.46K -82 -1%
SAM
1943
S.A. Mason
Michigan
$413K +$54 +1 +0%
AWM
1944
Absher Wealth Management
North Carolina
$412K -$2.88K -53 -0.7%
ACP
1945
Aveo Capital Partners
Colorado
$412K +$3.37K +62 +0.8%
AO
1946
Advisor OS
Illinois
$411K -$10.2K -187 -2%
RSWM
1947
Robertson Stephens Wealth Management
California
$408K +$11.2K +206 +3%
PCIA
1948
Prime Capital Investment Advisors
Kansas
$407K -$2.14M -39,398 -84%
AC
1949
Apella Capital
Connecticut
$407K +$82.8K +1,522 +25%
HVIA
1950
Hudson Valley Investment Advisors
New York
$406K -$8.16K -150 -2%
76 77
78
79 80