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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1551
Nicolet Advisory Services
Wisconsin
$5.49M +$128K +287 +3%
TW
1552
Transform Wealth
Colorado
$5.47M +$5.03M +11,275 New
DWT
1553
Dorsey & Whitney Trust
South Dakota
$5.47M +$150K +337 +3%
AFT
1554
Alpha Family Trust
California
$5.46M – – –
RFM
1555
Royal Fund Management
Florida
$5.45M +$56.2K +126 +1%
CWP
1556
Concord Wealth Partners
Virginia
$5.44M +$1.21M +2,710 +32%
CPC
1557
Consolidated Planning Corp
Georgia
$5.43M +$197K +441 +4%
JMFC
1558
J.M. Forbes & Co
Massachusetts
$5.42M – – –
LI
1559
Louisbourg Investments
New Brunswick, Canada
$5.42M -$831K -1,863 -12%
SWA
1560
SFMG Wealth Advisors
Texas
$5.41M +$150K +337 +3%
SP
1561
Stablepoint Partners
Massachusetts
$5.41M +$1.48M +3,308 +42%
MA
1562
MSA Advisors
California
$5.39M +$4.95M +11,100 New
RWB
1563
RMR Wealth Builders
New Jersey
$5.38M +$343K +769 +7%
PFGIA
1564
Patriot Financial Group Insurance Agency
Massachusetts
$5.37M -$66.9K -150 -1%
WCM
1565
Wunderlich Capital Managemnt
Tennessee
$5.36M -$1.28M -2,862 -21%
SIA
1566
SkyView Investment Advisors
New Jersey
$5.35M +$1.11M +2,481 +29%
GJWM
1567
Gilliland Jeter Wealth Management
Arkansas
$5.33M -$388K -870 -7%
MF
1568
Manchester Financial
California
$5.33M -$115K -258 -2%
CD
1569
Chapin Davis
Maryland
$5.3M +$933K +2,091 +24%
FCA
1570
FinTrust Capital Advisors
South Carolina
$5.3M -$2.42M -5,430 -33%
IRAG
1571
Investment Research & Advisory Group
Georgia
$5.28M -$42.8K -96 -0.9%
CPIG
1572
Chicago Partners Investment Group
Illinois
$5.26M -$232K -520 -5%
GCM
1573
Glynn Capital Management
California
$5.25M – – –
WWS
1574
Wellington Wealth Strategies
Indiana
$5.24M -$3.3M -7,405 -41%
PCM
1575
Prelude Capital Management
New York
$5.22M -$694K -1,555 -13%
61 62
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64 65