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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1076
International Assets Investment Management
Florida
$936K +$4.56K +10 +0.5%
IAN
1077
Integrated Advisors Network
Texas
$935K +$157K +343 +21%
NC
1078
NewSquare Capital
Pennsylvania
$930K +$67.5K +148 +8%
PCP
1079
Proficio Capital Partners
Massachusetts
$926K -$248K -544 -22%
AO
1080
Advisor OS
Illinois
$923K -$2.74K -6 -0.3%
SA
1081
SpiderRock Advisors
Delaware
$923K +$63.4K +139 +8%
ECM
1082
Exchange Capital Management
Michigan
$922K – – –
CWS
1083
Confluence Wealth Services
Pennsylvania
$921K -$327K -717 -27%
BOH
1084
Bank of Hawaii
Hawaii
$906K – – –
HIC
1085
Holderness Investments Company
North Carolina
$906K +$16.4K +36 +2%
PCM
1086
Princeton Capital Management
New Jersey
$901K -$1.65M -3,608 -66%
DA
1087
Drake & Associates
Wisconsin
$900K -$415K -909 -32%
GWMR
1088
GC Wealth Management RIA
Massachusetts
$898K -$121K -266 -12%
WHCI
1089
W.H. Cornerstone Investments
Massachusetts
$898K -$97.2K -213 -10%
BMC
1090
Beaton Management Company
Massachusetts
$898K – – –
LAM
1091
L2 Asset Management
Massachusetts
$896K +$28.7K +63 +3%
CFG
1092
Carr Financial Group
Massachusetts
$887K -$135K -296 -14%
LFA
1093
Legacy Financial Advisors
Kentucky
$883K +$32.9K +72 +4%
DWM
1094
Diversify Wealth Management
Utah
$875K +$28.7K +63 +4%
RPWA
1095
Regent Peak Wealth Advisors
Georgia
$873K +$10.5K +23 +1%
EWM
1096
Evercore Wealth Management
New York
$866K – – –
AFT
1097
Alpha Family Trust
California
$861K -$376K -825 -31%
MWM
1098
Meridian Wealth Management
Kentucky
$859K +$71.2K +156 +9%
JF
1099
JSF Financial
California
$857K +$102K +223 +14%
TW
1100
TritonPoint Wealth
Maryland
$849K +$37.9K +83 +5%
42 43
44
45 46