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Name Holding Trade Value Shares
Change 		Change in
Stake
RFMS
1851
RWQ Financial Management Services
Florida
$20.1M +$4.72M +11,169 +33%
9WM
1852
9258 Wealth Management
Ohio
$20.1M -$106K -251 -0.6%
JWCA
1853
J.W. Coons Advisors
Ohio
$20.1M +$201K +477 +1%
GA
1854
Geller Advisors
New York
$20.1M +$97.1K +230 +0.5%
TPI
1855
Trust Point Inc
Wisconsin
$20.1M -$973K -2,303 -5%
LKIM
1856
Lawson Kroeker Investment Management
Nebraska
$20.1M -$81.5K -193 -0.4%
ACA
1857
Aspire Capital Advisors
Washington
$20.1M +$344K +814 +2%
BOSSRA
1858
B.O.S.S. Retirement Advisors
Utah
$20.1M +$1.86M +4,416 +11%
BW
1859
Bison Wealth
Georgia
$20M – – –
CCM
1860
Canal Capital Management
Virginia
$20M -$226K -534 -1%
GFP
1861
Gryphon Financial Partners
Ohio
$20M +$516K +1,223 +3%
TCM
1862
Thames Capital Management
New Jersey
$19.9M – – –
NW
1863
Naviter Wealth
Arkansas
$19.9M +$1.43M +3,378 +8%
JPMIA
1864
J.P. Marvel Investment Advisors
Massachusetts
$19.9M -$30.4K -72 -0.2%
RB
1865
Rodgers Brothers
Pennsylvania
$19.9M -$26.2K -62 -0.1%
LCM
1866
Lattice Capital Management
Washington
$19.8M – – –
MCWS
1867
McKinley Carter Wealth Services
West Virginia
$19.8M -$63.3K -150 -0.3%
CWM
1868
Cordatus Wealth Management
Pennsylvania
$19.8M +$18.7M +44,311 New
WFG
1869
Wills Financial Group
Virginia
$19.8M -$76.4K -181 -0.4%
PWG
1870
Portside Wealth Group
Utah
$19.8M -$846K -2,004 -4%
SNB
1871
Security National Bank
Nebraska
$19.7M -$106K -251 -0.6%
AWCI
1872
Alpine Woods Capital Investors
New York
$19.7M +$2.46M +5,835 +15%
QPW
1873
Quantum Private Wealth
Florida
$19.7M +$135K +319 +0.7%
KF
1874
Krilogy Financial
Missouri
$19.7M -$679K -1,607 -4%
PG
1875
Patten Group
Tennessee
$19.6M -$8.87K -21 -0%
73 74
75
76 77