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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1201
Geller Advisors
New York
$838K – – –
ACS
1202
Archford Capital Strategies
Illinois
$838K +$144K +724 +19%
FANJ
1203
Financial Architects (New Jersey)
New Jersey
$837K -$255K -1,284 -22%
DC
1204
DeDora Capital
California
$834K -$27.4K -138 -3%
TFS
1205
Thoroughbred Financial Services
Tennessee
$834K +$878K +4,421 New
NPT
1206
Nixon Peabody Trust
Massachusetts
$832K +$47.7K +240 +6%
EFS
1207
Essex Financial Services
Connecticut
$828K -$182K -916 -17%
MSS
1208
Mitchell Sinkler & Starr
Pennsylvania
$828K -$6.95K -35 -0.8%
WCM
1209
Whitener Capital Management
North Carolina
$825K – – –
FAIM
1210
Financial Advocates Investment Management
Washington
$815K -$274K -1,381 -24%
LSAG
1211
Lake Street Advisors Group
New Hampshire
$814K -$8.34K -42 -1%
WP
1212
WealthPLAN Partners
Nebraska
$810K +$23.2K +117 +3%
ACM
1213
Azimuth Capital Management
Michigan
$806K -$71.5K -360 -8%
CAAS
1214
Capital Asset Advisory Services
Michigan
$806K -$40.7K -205 -5%
CCM
1215
Chilton Capital Management
Texas
$801K +$6.95K +35 +0.8%
FWM
1216
Fairhaven Wealth Management
Illinois
$801K +$843K +4,246 New
ORI
1217
Oak Ridge Investments
Illinois
$799K -$2.18K -11 -0.3%
EWA
1218
ERTS Wealth Advisors
Michigan
$795K +$837K +4,213 New
WI
1219
WrapManager Inc
California
$794K +$4.77K +24 +0.6%
FMWA
1220
Forvis Mazars Wealth Advisors
Missouri
$792K +$42.1K +212 +5%
AIC
1221
Archer Investment Corporation
Indiana
$788K +$829K +4,175 New
OA
1222
Oak Associates
Ohio
$781K – – –
DBT
1223
Dubuque Bank & Trust
Iowa
$779K +$6.16K +31 +0.8%
CAN
1224
Claraphi Advisory Network
United States
$778K -$237K -1,191 -22%
AC
1225
Abbrea Capital
California
$769K +$44.7K +225 +6%
47 48
49
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