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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2651
Cynosure Group
Utah
$505K +$63.6K +115 +15%
BFC
2652
Bedel Financial Consulting
Indiana
$503K -$8.29K -15 -2%
HWP
2653
Hibernia Wealth Partners
Louisiana
$503K +$495K +895 New
GBWM
2654
Granite Bay Wealth Management
New Hampshire
$503K – – –
AHL
2655
Abel Hall LLC
Louisiana
$503K +$47K +85 +10%
NG
2656
Northstar Group
New York
$501K -$5.53K -10 -1%
HTWM
2657
Hartmann Taylor Wealth Management
Texas
$501K +$2.77K +5 +0.6%
AWG
2658
Altus Wealth Group
Colorado
$497K -$1.11K -2 -0.2%
FBFS
2659
First Business Financial Services
Wisconsin
$497K – – –
SPWG
2660
Sage Private Wealth Group
Illinois
$496K +$42.6K +77 +10%
EHWM
2661
Eads & Heald Wealth Management
Georgia
$496K -$17.7K -32 -4%
BI
2662
Ballast Inc
Kentucky
$496K -$8.29K -15 -2%
NCTC
2663
New Covenant Trust Company
Indiana
$495K -$1.66K -3 -0.3%
BMC
2664
Benin Management Corp
Connecticut
$493K -$2.77K -5 -0.6%
LJAC
2665
L.J. Altfest & Co
New York
$493K -$761K -1,376 -61%
AIM
2666
Avity Investment Management
Connecticut
$492K -$55.3K -100 -10%
AW
2667
Apricus Wealth
South Carolina
$491K -$8.29K -15 -2%
G
2668
GenTrust
Florida
$491K -$143K -259 -23%
AWA
2669
AGH Wealth Advisors
Kansas
$490K -$1.66K -3 -0.3%
LFG
2670
Lockerman Financial Group
California
$490K -$12.2K -22 -2%
FA
2671
Fortis Advisors
Pennsylvania
$489K – – –
TC
2672
Trilogy Capital
California
$488K -$553 -1 -0.1%
VCM
2673
Vivaldi Capital Management
Illinois
$484K -$4.42K -8 -0.9%
HCA
2674
Heck Capital Advisors
Wisconsin
$483K – – –
VCM
2675
Vision Capital Management
Oregon
$483K – – –
105 106
107
108 109