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Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1051
Fortis Group Advisors
New Jersey
$1.21M – – –
AC
1052
AlphaCore Capital
California
$1.2M +$424K +895 +55%
MGIA
1053
Moneta Group Investment Advisors
Missouri
$1.2M – – –
GRP
1054
Global Retirement Partners
California
$1.19M +$179K +379 +18%
CIS
1055
Custom Index Systems
New York
$1.19M +$252K +532 +27%
WAP
1056
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$63.4K +134 +6%
CI
1057
Corient IA
Florida
$1.19M +$71K +150 +6%
USCWA
1058
U.S. Capital Wealth Advisors
Texas
$1.19M +$3.79K +8 +0.3%
SLWA
1059
San Luis Wealth Advisors
California
$1.18M +$252K +533 +27%
P
1060
Pitcairn
Pennsylvania
$1.18M -$564K -1,192 -32%
FCBT
1061
First Citizens Bank & Trust
North Carolina
$1.18M +$52.1K +110 +5%
EHC
1062
Everett Harris & Co
California
$1.17M +$18.9K +40 +2%
SC
1063
Sapient Capital
Indiana
$1.17M -$473 -1 -0%
AFT
1064
Alpha Family Trust
California
$1.16M – – –
GI
1065
Gradient Investments
Minnesota
$1.16M +$466K +985 +67%
LFA
1066
Legacy Financial Advisors
Kentucky
$1.15M +$181K +383 +19%
PCG
1067
PFC Capital Group
California
$1.15M +$48.8K +103 +4%
SW
1068
SVB Wealth
Massachusetts
$1.14M -$282K -595 -20%
BWM
1069
Buckley Wealth Management
Nevada
$1.14M -$104K -219 -8%
1C
1070
111 Capital
France
$1.14M +$903K +1,907 +386%
AWM
1071
Aries Wealth Management
Maine
$1.13M – – –
EFG
1072
Everhart Financial Group
Ohio
$1.13M +$82.8K +175 +8%
AWA
1073
Arkadios Wealth Advisors
Georgia
$1.13M +$175K +369 +18%
GSEP
1074
Golden State Equity Partners
California
$1.13M +$20.8K +44 +2%
FLFS
1075
Family Legacy Financial Solutions
North Carolina
$1.12M +$123K +259 +12%
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