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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3176
Capital CS Group
California
$620K +$597K +1,229 New
IPW
3177
Invictus Private Wealth
Colorado
$619K -$10.7K -22 -2%
WJA
3178
Willis Johnson & Associates
Texas
$619K +$79.2K +163 +15%
TCMP
3179
Thrive Capital Management (Pennsylvania)
Pennsylvania
$618K +$243K +499 +69%
NI
3180
NDVR Inc
Massachusetts
$617K +$23.3K +48 +4%
CPP
3181
Capasso Planning Partners
South Carolina
$616K +$138K +284 +25%
FL
3182
Fort LP
Maryland
$614K -$36.5K -75 -6%
VC
3183
Veery Capital
Delaware
$613K -$3.4K -7 -0.6%
RFA
3184
Register Financial Advisors
Georgia
$611K +$148K +305 +34%
AG
3185
Advocate Group
Minnesota
$611K – – –
PAWA
3186
Palo Alto Wealth Advisors
California
$611K -$72.4K -149 -11%
LGG
3187
Luts & Greenleigh Group
Maryland
$609K +$587K +1,208 New
AWMG
3188
Alliance Wealth Management Group
New Jersey
$608K -$2.43K -5 -0.4%
TA
3189
TKG Advisors
Indiana
$607K +$585K +1,204 New
LCM
3190
Liberty Capital Management
Michigan
$607K -$3.4K -7 -0.6%
CC
3191
Cypress Capital
Tennessee
$605K +$287K +590 +97%
JWM
3192
JPL Wealth Management
Colorado
$605K +$293K +603 +101%
PO
3193
Private Ocean
California
$602K +$109K +225 +23%
CCIA
3194
Cherry Creek Investment Advisors
Colorado
$601K +$579K +1,191 New
LNB
3195
Ledyard National Bank
$600K -$83.1K -171 -13%
CC
3196
Constitution Capital
Connecticut
$600K – – –
BDA
3197
Borer Denton & Associates
Pennsylvania
$600K – – –
RFG
3198
RFP Financial Group
Georgia
$598K -$6.8K -14 -1%
WCM
3199
Windsor Capital Management
Arizona
$598K – – –
MAM
3200
Marquette Asset Management
Minnesota
$596K – – –
126 127
128
129 130