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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2101
Bedel Financial Consulting
Indiana
$14.4M +$22.3K +55 +0.2%
UF
2102
Univest Financial
Pennsylvania
$14.4M +$200K +494 +1%
AWE
2103
Avidian Wealth Enterprises
Texas
$14.4M +$1.2M +2,965 +10%
BCM
2104
Buckhead Capital Management
Georgia
$14.3M +$74.5K +184 +0.5%
RMAM
2105
Raab & Moskowitz Asset Management
New Jersey
$14.3M +$289K +713 +2%
ZIG
2106
Zullo Investment Group
Pennsylvania
$14.3M +$71.2K +176 +0.5%
SPG
2107
Strategic Planning Group
Utah
$14.3M +$3.33M +8,230 +32%
OAM
2108
Occidental Asset Management
California
$14.3M +$2M +4,941 +17%
RFMS
2109
RWQ Financial Management Services
Florida
$14.2M +$807K +1,994 +6%
GMA
2110
Glassy Mountain Advisors
Maryland
$14.2M -$448K -1,107 -3%
UB
2111
Umpqua Bank
Oregon
$14.2M +$13.7M +33,753 New
RCA
2112
Resonant Capital Advisors
Wisconsin
$14.2M +$1.92M +4,751 +16%
TWA
2113
TCI Wealth Advisors
Arizona
$14.2M -$139K -344 -1%
AWM
2114
Aries Wealth Management
Maine
$14.2M -$664K -1,639 -5%
TWM
2115
Tradition Wealth Management
Minnesota
$14.2M +$247K +611 +2%
PL
2116
Plancorp LLC
Missouri
$14.2M +$572K +1,413 +4%
SSWM
2117
Strait & Sound Wealth Management
California
$14.2M +$532K +1,313 +4%
WPW
2118
Warther Private Wealth
Ohio
$14.2M +$283K +699 +2%
ACM
2119
Avalon Capital Management
California
$14.1M +$1.46M +3,616 +12%
NCM
2120
Northside Capital Management
Oregon
$14.1M -$81K -200 -0.6%
HCC
2121
Hirtle Callaghan & Co
Pennsylvania
$14.1M +$53K +131 +0.4%
HCM
2122
Highlander Capital Management
New Jersey
$14.1M -$31.6K -78 -0.2%
LFA
2123
Legacy Financial Advisors
Kentucky
$14M +$697K +1,722 +5%
ST
2124
Somerset Trust
Pennsylvania
$14M -$1.56M -3,862 -10%
ERIC
2125
Eagle Rock Investment Company
Georgia
$14M -$600K -1,482 -4%
83 84
85
86 87