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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1801
Prentice Wealth Management
New York
$1.37M +$3.72K +8 +0.3%
PL
1802
Plancorp LLC
Missouri
$1.36M +$43.2K +93 +3%
RIL
1803
Rothschild Investment LLC
Illinois
$1.36M +$73.9K +159 +6%
BWM
1804
BNC Wealth Management
Oregon
$1.35M -$76.7K -165 -6%
GAG
1805
GM Advisory Group
New York
$1.35M +$11.2K +24 +0.9%
EWM
1806
EPG Wealth Management
Georgia
$1.35M +$1.27M +2,730 New
KCM
1807
KRS Capital Management
Michigan
$1.35M +$16.3K +35 +1%
PCM
1808
Pointe Capital Management
Michigan
$1.34M +$57.7K +124 +5%
AO
1809
Advisor OS
Illinois
$1.34M +$87.4K +188 +7%
FCG
1810
Fielder Capital Group
Tennessee
$1.33M -$3.25K -7 -0.3%
SFG
1811
SevenBridge Financial Group
Pennsylvania
$1.33M – – –
QWM
1812
Quadcap Wealth Management
Texas
$1.33M +$45.1K +97 +4%
LIM
1813
Lagoda Investment Management
New York
$1.33M +$237K +510 +23%
SP
1814
Stablepoint Partners
Massachusetts
$1.33M – – –
EFG
1815
Ethos Financial Group
Pennsylvania
$1.33M -$48.4K -104 -4%
DBRC
1816
D.B. Root & Company
Pennsylvania
$1.33M -$245K -526 -16%
PMA
1817
Prudent Man Advisors
Illinois
$1.33M -$66K -142 -5%
SHGA
1818
Sand Hill Global Advisors
California
$1.32M -$4.18K -9 -0.3%
RP
1819
Rice Partnership
Hawaii
$1.32M +$2.33K +5 +0.2%
PAG
1820
Paladin Advisory Group
Iowa
$1.32M – – –
DA
1821
Doliver Advisors
Texas
$1.32M -$92.1K -198 -7%
CFIA
1822
Cantor Fitzgerald Investment Advisors
New York
$1.32M – – –
BAM
1823
Beaumont Asset Management
Texas
$1.31M +$29.8K +64 +2%
FWM
1824
FFT Wealth Management
Pennsylvania
$1.31M +$28.8K +62 +2%
CFO
1825
Callan Family Office
Pennsylvania
$1.3M +$712K +1,532 +139%
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