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Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
1801
Duff & Phelps Investment Management
Illinois
$10.6M – – –
BCP
1802
Bluegrass Capital Partners
Florida
$10.6M -$2.88M -12,000 -21%
LT
1803
Legacy Trust
Michigan
$10.5M +$10.5M +43,952 New
BONH
1804
Bank of New Hampshire
New Hampshire
$10.5M -$256K -1,067 -2%
HWM
1805
Heirloom Wealth Management
Colorado
$10.5M +$10.5M +43,940 New
HWAM
1806
Hennion & Walsh Asset Management
New Jersey
$10.5M -$695K -2,898 -6%
UC
1807
Unio Capital
New Jersey
$10.5M -$380K -1,584 -3%
LWMM
1808
Legacy Wealth Management (Mississippi)
Mississippi
$10.5M -$172K -715 -2%
KFGK
1809
Keystone Financial Group (Kentucky)
Kentucky
$10.5M +$326K +1,360 +3%
RIA
1810
Realta Investment Advisors
Delaware
$10.4M +$564K +2,352 +6%
DI
1811
DFPG Investments
Utah
$10.4M +$2.95M +12,306 +39%
GAM
1812
Grandview Asset Management
Pennsylvania
$10.4M -$359K -1,495 -3%
RBC
1813
Romano Brothers & Co
Illinois
$10.4M -$109K -455 -1%
JWCA
1814
J.W. Coons Advisors
Ohio
$10.4M +$700K +2,915 +7%
IPW
1815
Inlet Private Wealth
Florida
$10.4M -$2.16K -9 -0%
KA
1816
Kozak & Associates
Colorado
$10.4M +$233K +969 +2%
CHAM
1817
Clear Harbor Asset Management
Connecticut
$10.4M +$199K +830 +2%
PWPS
1818
Pinnacle Wealth Planning Services
Ohio
$10.4M +$263K +1,097 +3%
ACM
1819
AlphaStar Capital Management
North Carolina
$10.3M -$21.4K -89 -0.2%
KP
1820
Keel Point
Alabama
$10.3M +$623K +2,598 +6%
MCWS
1821
McKinley Carter Wealth Services
West Virginia
$10.3M +$228K +951 +2%
MFA
1822
Mayflower Financial Advisors
Massachusetts
$10.3M +$540K +2,252 +6%
IWS
1823
Insight Wealth Strategies
California
$10.3M +$184K +768 +2%
FPGK
1824
Financial Partners Group (Kansas)
Kansas
$10.3M -$11.3K -47 -0.1%
SF
1825
Symphony Financial
Texas
$10.3M +$809K +3,369 +8%
71 72
73
74 75