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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1826
RFG Advisory
Alabama
$10.3M -$919K -3,828 -9%
FVWA
1827
Foster Victor Wealth Advisors
South Carolina
$10.3M +$475K +1,980 +5%
QPW
1828
Quantum Private Wealth
Florida
$10.3M +$6.48K +27 +0.1%
CCWM
1829
Cassaday & Co Wealth Management
Virginia
$10.3M +$10.3M +42,853 New
NL
1830
NKCFO LLC
Illinois
$10.3M – – –
WWA
1831
WCG Wealth Advisors
Nevada
$10.3M +$1.13M +4,715 +12%
IAS
1832
Insigneo Advisory Services
Florida
$10.3M +$10.3M +42,764 New
PFS
1833
Physicians Financial Services
North Carolina
$10.3M -$138K -575 -1%
SWA
1834
SOA Wealth Advisors
New York
$10.2M -$19K -79 -0.2%
LC
1835
Lincoln Capital
Nebraska
$10.2M -$311K -1,294 -3%
ASA
1836
Armstrong Shaw Associates
Connecticut
$10.2M -$291K -1,213 -3%
TCBWMS
1837
Texas Capital Bank Wealth Management Services
Texas
$10.2M -$127K -531 -1%
LJAC
1838
L.J. Altfest & Co
New York
$10.2M -$19.4K -81 -0.2%
PGA
1839
Portland Global Advisors
Maine
$10.2M +$119K +497 +1%
MCM
1840
Morton Capital Management
California
$10.2M -$89.8K -374 -0.9%
CAAS
1841
Capital Asset Advisory Services
Michigan
$10.2M +$568K +2,367 +6%
SF
1842
Summit Financial
New Jersey
$10.1M -$2.02M -8,425 -17%
NC
1843
NBW Capital
Massachusetts
$10.1M +$644K +2,685 +7%
ACA
1844
Aspire Capital Advisors
Washington
$10.1M +$40.3K +168 +0.4%
SHFA
1845
SS&H Financial Advisors
Michigan
$10.1M -$594K -2,475 -6%
SCA
1846
Sage Capital Advisors
South Dakota
$10.1M +$242K +1,008 +2%
NMG
1847
New Millennium Group
Utah
$10.1M -$2.88K -12 -0%
ADL
1848
Asset Dedication LLC
California
$10.1M +$79K +329 +0.8%
CFS
1849
CRA Financial Services
New Jersey
$10.1M +$513K +2,139 +5%
SCM
1850
Shelton Capital Management
Colorado
$10M -$110M -456,523 -92%
72 73
74
75 76