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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1926
Cynosure Group
Utah
$1.1M -$583K -1,275 -36%
GWSG
1927
GPS Wealth Strategies Group
Colorado
$1.1M +$3.66K +8 +0.4%
FLI
1928
Family Legacy Inc
South Carolina
$1.09M +$6.4K +14 +0.6%
SMA
1929
Seven Mile Advisory
New Jersey
$1.09M +$34.7K +76 +3%
DFA
1930
Davies Financial Advisors
California
$1.09M +$1.04M +2,269 New
AGWCA
1931
Annis Gardner Whiting Capital Advisors
Florida
$1.09M +$216K +473 +26%
GWA
1932
Gratus Wealth Advisors
Virginia
$1.09M -$33.8K -74 -3%
MGWM
1933
Marks Group Wealth Management
Minnesota
$1.08M – – –
WC
1934
Waterloo Capital
Texas
$1.08M +$315K +690 +44%
OWG
1935
Oxford Wealth Group
Florida
$1.07M +$1.02M +2,225 New
LJAC
1936
L.J. Altfest & Co
New York
$1.07M +$55.3K +121 +6%
PIA
1937
Perennial Investment Advisors
California
$1.06M +$1.37K +3 +0.1%
FWTB
1938
First Western Trust Bank
Colorado
$1.06M -$19.7K -43 -2%
AA
1939
Alta Advisers
United Kingdom
$1.06M – – –
CB
1940
Community Bank
New York
$1.06M +$18.3K +40 +2%
DL
1941
DOHJ LLC
Washington
$1.06M +$600K +1,313 +150%
SFP
1942
Sandbox Financial Partners
Maryland
$1.05M +$5.94K +13 +0.6%
RSA
1943
River Street Advisors
Illinois
$1.05M -$51.2K -112 -5%
LIM
1944
Lagoda Investment Management
New York
$1.05M – – –
FFWA
1945
FRG Family Wealth Advisors
Washington
$1.05M – – –
RWPA
1946
Richard W. Paul & Associates
Michigan
$1.05M +$914 +2 +0.1%
C
1947
Certuity
Florida
$1.04M -$45.7K -100 -4%
CWM
1948
Connecticut Wealth Management
Connecticut
$1.04M +$43.4K +95 +5%
FW
1949
FirstPurpose Wealth
Utah
$1.03M -$14.2K -31 -1%
NCM
1950
New Capital Management
Texas
$1.03M -$10.1K -22 -1%
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78
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