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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2151
Wealth Architects
California
$749K +$18.1K +39 +3%
GA
2152
Goldstein Advisors
Wisconsin
$749K +$9.3K +20 +1%
NP
2153
Ninepoint Partners
Ontario, Canada
$745K -$828K -1,781 -54%
PHAM
2154
Palisades Hudson Asset Management
Florida
$745K – – –
CCFM
2155
Clear Creek Financial Management
Washington
$743K +$5.12K +11 +0.7%
NWAG
2156
Net Worth Advisory Group
Utah
$743K +$699K +1,504 New
FNT
2157
First Nebraska Trust
Nebraska
$743K – – –
LCS
2158
Levin Capital Strategies
New York
$741K – – –
PAM
2159
Paradigm Asset Management
New York
$740K – – –
JIC
2160
Joel Isaacson & Co
New York
$739K +$16.3K +35 +2%
AA
2161
Advisory Alpha
Michigan
$738K +$79.1K +170 +13%
CG
2162
Cynosure Group
Utah
$732K -$615K -1,322 -47%
FFG
2163
Fortem Financial Group
California
$732K +$40.9K +88 +6%
SGK
2164
Steigerwald Gordon & Koch
Virginia
$730K – – –
JA
2165
JVL Associates
Michigan
$728K +$16.3K +35 +2%
CCA
2166
Catalyst Capital Advisors
New York
$728K +$194K +418 +40%
RHAM
2167
Round Hill Asset Management
California
$726K – – –
AFPL
2168
Advus Financial Partners, LLC
Florida
$726K -$23.7K -51 -3%
APP
2169
Avantax Planning Partners
Iowa
$725K -$459K -987 -40%
KFI
2170
Key Financial Inc
Pennsylvania
$721K +$5.12K +11 +0.8%
GJWM
2171
Gilliland Jeter Wealth Management
Arkansas
$721K – – –
TW
2172
Traveka Wealth
California
$720K +$17.7K +38 +3%
OWA
2173
Outlook Wealth Advisors
Texas
$719K +$3.25K +7 +0.5%
TC
2174
Trust Company
Kansas
$717K -$101K -217 -13%
MFG
2175
Magnus Financial Group
New York
$714K -$1.86K -4 -0.3%
85 86
87
88 89