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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
2076
Connable Office Inc
Michigan
$3.24M +$16K +31 +0.6%
SCP
2077
Sivia Capital Partners
California
$3.23M +$44.8K +87 +2%
AIA
2078
Affinity Investment Advisors
California
$3.22M -$3.6K -7 -0.1%
BWP
2079
Baldwin Wealth Partners
Massachusetts
$3.22M +$117K +228 +4%
CWA
2080
Consilium Wealth Advisory
Texas
$3.22M +$99.3K +193 +4%
LAI
2081
Legal Advantage Investments
California
$3.21M – – –
GC
2082
Garde Capital
Washington
$3.19M -$1.42M -2,760 -33%
DWM
2083
Destination Wealth Management
California
$3.19M +$1.27M +2,465 +79%
UBG
2084
United Bank (Georgia)
Georgia
$3.19M +$520K +1,011 +22%
NWMG
2085
National Wealth Management Group
Ohio
$3.19M +$36K +70 +1%
DMBA
2086
Deseret Mutual Benefit Administrators
Utah
$3.19M -$503K -977 -15%
EA
2087
Emerald Advisers
Pennsylvania
$3.18M – – –
PWM
2088
Pinnacle Wealth Management
California
$3.18M -$1.19M -2,319 -29%
GSEP
2089
Golden State Equity Partners
California
$3.18M +$77.7K +151 +3%
AWC
2090
Abundance Wealth Counselors
Pennsylvania
$3.18M -$29.3K -57 -1%
SOW
2091
State of Wyoming
Wyoming
$3.17M -$533K -1,035 -16%
DG
2092
DMC Group
Alabama
$3.17M -$213K -414 -7%
MA
2093
Montag & Associates
Georgia
$3.17M +$246K +479 +9%
FBT
2094
First Bankers Trust
Kentucky
$3.16M +$573K +1,113 +25%
ML
2095
McAdam LLC
Pennsylvania
$3.16M +$135K +263 +5%
ST
2096
Smithfield Trust
Pennsylvania
$3.16M +$9.26K +18 +0.3%
MPA
2097
Marvin & Palmer Associates
Delaware
$3.15M -$76.7K -149 -3%
MFA
2098
Morling Financial Advisors
California
$3.15M -$74.6K -145 -3%
JC
2099
JBF Capital
Colorado
$3.15M – – –
PPWM
2100
Paragon Private Wealth Management
Kentucky
$3.15M +$473K +919 +20%
82 83
84
85 86