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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3401
Arbor Investment Advisors
North Carolina
$1.88M -$991K -3,754 -32%
FWM
3402
FFT Wealth Management
Pennsylvania
$1.88M +$1.43M +5,412 +205%
PA
3403
PSI Advisors
Florida
$1.87M -$196K -741 -8%
TI
3404
Truepoint Inc
Ohio
$1.87M -$173K -656 -8%
NCG
3405
Newport Capital Group
New Jersey
$1.87M +$1M +3,800 +99%
CFO
3406
Collective Family Office
Pennsylvania
$1.87M -$556K -2,105 -21%
CSWM
3407
Cassady Schiller Wealth Management
Ohio
$1.86M +$84.5K +320 +4%
ZIMP
3408
Zimmermann Investment Management & Planning
Pennsylvania
$1.86M +$62.3K +236 +3%
GPCM
3409
Granite Point Capital Management
Massachusetts
$1.86M – – –
BSG
3410
Black Swift Group
Colorado
$1.86M +$2.11M +8,000 New
MCM
3411
Magnolia Capital Management
New York
$1.86M -$64.7K -245 -3%
FH
3412
FWG Holdings
Florida
$1.86M -$177K -672 -8%
CCA
3413
Clearwater Capital Advisors
Illinois
$1.86M +$151K +572 +8%
OWM
3414
Opes Wealth Management
California
$1.85M +$20.3K +77 +1%
OCA
3415
Otter Creek Advisors
Florida
$1.85M +$2.1M +7,960 New
HGERS
3416
Householder Group Estate & Retirement Specialist
Arizona
$1.85M +$90.8K +344 +5%
TSWM
3417
Tyler-Stone Wealth Management
Ohio
$1.85M +$124K +470 +6%
AFS
3418
Aft Forsyth & Sober
Florida
$1.85M – – –
RA
3419
Rational Advisors
New York
$1.84M -$554K -2,099 -21%
CC
3420
Cypress Capital
Tennessee
$1.84M -$27.9M -105,850 -93%
MGWM
3421
Marks Group Wealth Management
Minnesota
$1.84M -$7.13K -27 -0.3%
KFP
3422
KB Financial Partners
New Jersey
$1.84M +$153K +579 +8%
BPFA
3423
Barnes Pettey Financial Advisors
Mississippi
$1.84M -$16.1K -61 -0.8%
WWMSC
3424
Wagner Wealth Management (South Carolina)
South Carolina
$1.84M +$84.8K +321 +4%
MWM
3425
MinichMacGregor Wealth Management
New York
$1.83M +$112K +424 +6%
135 136
137
138 139