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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3301
Planning Alternatives
Michigan
$1.3M -$50.5K -235 -4%
KPWG
3302
KFA Private Wealth Group
Virginia
$1.3M +$23.2K +108 +2%
CFS
3303
Capital Financial Services
New York
$1.29M +$1.25M +5,822 New
P
3304
Palladiem
Pennsylvania
$1.29M +$1.25M +5,824 New
MWM
3305
Midwest Wealth Management
Indiana
$1.29M +$1.25M +5,814 New
OWM
3306
Orgel Wealth Management
Wisconsin
$1.29M -$9.68K -45 -0.8%
TWM
3307
Tolleson Wealth Management
Texas
$1.29M – – –
XSC
3308
X-Square Capital
Puerto Rico
$1.29M +$306K +1,422 +33%
JWM
3309
Janiczek Wealth Management
Colorado
$1.29M +$659K +3,066 +113%
HPC
3310
Hobart Private Capital
North Carolina
$1.28M +$201K +936 +19%
CNBT
3311
Cornerstone National Bank & Trust
Illinois
$1.28M +$6.88K +32 +0.6%
AP
3312
Adero Partners
California
$1.28M -$515K -2,396 -29%
CCM
3313
Check Capital Management
California
$1.28M +$10.8K +50 +0.9%
ACM
3314
Ascendant Capital Management
California
$1.27M +$1.23M +5,700 New
FNC
3315
First National Corp
Massachusetts
$1.26M +$3.01K +14 +0.2%
SWM
3316
Sugarloaf Wealth Management
Georgia
$1.26M +$44.1K +205 +4%
DCM
3317
Driehaus Capital Management
Illinois
$1.26M -$30.5K -142 -2%
BWM
3318
BCS Wealth Management
Tennessee
$1.26M +$15.1K +70 +1%
LWPC
3319
Legacy Wealth Partners (California)
California
$1.26M +$94.6K +440 +8%
RA
3320
Rodgers & Associates
Pennsylvania
$1.26M +$1.21M +5,647 New
CCA
3321
Column Capital Advisors
Indiana
$1.25M -$539K -2,507 -31%
PCWA
3322
Pacific Capital Wealth Advisors
California
$1.24M +$67.5K +314 +6%
AF
3323
Apexium Financial
Texas
$1.24M +$9.89K +46 +0.8%
BSG
3324
Black Swift Group
Colorado
$1.24M +$662K +3,081 +123%
CCG
3325
Cloverfields Capital Group
Minnesota
$1.24M +$1.2M +5,571 New
131 132
133
134 135