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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2876
LWM Advisory Services
Florida
$4.51M +$260K +863 +6%
AC
2877
Addison Capital
Pennsylvania
$4.5M -$117K -388 -3%
SAM
2878
Secure Asset Management
Michigan
$4.49M -$706K -2,345 -14%
GF
2879
Gries Financial
Ohio
$4.49M -$296K -984 -6%
SA
2880
Shilanski & Associates
Alaska
$4.49M -$82.1K -273 -2%
DHGWA
2881
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.48M +$1.39M +4,623 +47%
AF
2882
Affiance Financial
Minnesota
$4.47M -$2.71M -9,005 -38%
NAS
2883
Nicolet Advisory Services
Wisconsin
$4.47M +$265K +880 +6%
SI
2884
Saxon Interests
Texas
$4.47M +$593K +1,971 +16%
WA
2885
Wealth Architects
California
$4.47M +$520K +1,727 +14%
WCG
2886
Weaver Consulting Group
California
$4.45M +$105K +348 +2%
CWP
2887
Curated Wealth Partners
California
$4.44M – – –
CCM
2888
Community Capital Management
Florida
$4.44M -$4.33M -14,400 Closed
LRWA
2889
Long Run Wealth Advisors
New York
$4.44M -$39.7K -132 -0.9%
DBRC
2890
D.B. Root & Company
Pennsylvania
$4.44M +$10.5K +35 +0.2%
IBOK
2891
Independence Bank of Kentucky
Kentucky
$4.42M +$509K +1,693 +13%
GBA
2892
Garrison Bradford & Associates
New York
$4.42M -$90.3K -300 -2%
DCM
2893
DGS Capital Management
New Jersey
$4.42M +$717K +2,383 +20%
NED
2894
Nancy E. Dempze
$4.42M -$60.5K -201 -1%
BA
2895
Bennicas & Associates
California
$4.41M -$30.1K -100 -0.7%
SAM
2896
Summit Asset Management
Tennessee
$4.41M +$56K +186 +1%
FMN
2897
Financial Management Network
California
$4.4M +$160K +532 +4%
EL
2898
Essex LLC
Illinois
$4.39M +$2.83M +9,396 +194%
DW
2899
Domani Wealth
Pennsylvania
$4.38M -$326K -1,082 -7%
NSB
2900
Norway Savings Bank
Maine
$4.37M +$12.6K +42 +0.3%
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