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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1876
Cordatus Wealth Management
Pennsylvania
$14M +$13.5M +41,513 New
FANJ
1877
Financial Architects (New Jersey)
New Jersey
$13.9M +$200K +616 +2%
LWMM
1878
Legacy Wealth Management (Mississippi)
Mississippi
$13.9M +$8.11K +25 +0.1%
CG
1879
Cutler Group
California
$13.9M +$2.9M +8,941 +28%
LOPW
1880
Live Oak Private Wealth
North Carolina
$13.9M -$180K -554 -1%
LKIM
1881
Lawson Kroeker Investment Management
Nebraska
$13.9M -$37.3K -115 -0.3%
NL
1882
NKCFO LLC
Illinois
$13.8M – – –
LJAC
1883
L.J. Altfest & Co
New York
$13.8M -$357K -1,102 -3%
MCM
1884
Morton Capital Management
California
$13.8M +$13.3M +40,901 New
CG
1885
CFO4Life Group
Texas
$13.7M +$275K +847 +2%
IDP
1886
In-Depth Partners
Florida
$13.7M +$13.2M +40,752 New
IP
1887
Interval Partners
New York
$13.7M +$4.46M +13,750 +51%
JFA
1888
Johanson Financial Advisors
California
$13.7M -$42.8K -132 -0.3%
BHTS
1889
Bar Harbor Trust Services
Maine
$13.7M -$153K -472 -1%
MIM
1890
Morningstar Investment Management
Illinois
$13.7M +$13.2M +40,586 New
LCH
1891
Lee Capital Holdings
New York
$13.6M -$1.43M -4,410 -10%
PL
1892
Parkwood LLC
Ohio
$13.6M -$1.94M -5,973 -13%
SWK
1893
Stephen W. Kidder
$13.6M -$1.54M -4,745 -11%
MJP
1894
Michael J. Puzo
$13.6M +$276K +852 +2%
CCC
1895
Chelsea Counsel Company
California
$13.6M -$160K -492 -1%
AR
1896
Advisory Research
Illinois
$13.5M -$309K -952 -2%
MYIA
1897
Mount Yale Investment Advisors
Colorado
$13.5M +$118K +364 +0.9%
TIA
1898
Tiemann Investment Advisors
California
$13.5M -$249K -769 -2%
TIP
1899
Torray Investment Partners
Maryland
$13.5M -$1.3K -4 -0%
UHC
1900
Union Heritage Capital
Michigan
$13.5M -$3.89M -12,000 -23%
74 75
76
77 78