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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Segment Wealth Management
Texas
$5.05M +$2.4M +27,233 +108%
SC
1027
Scholtz & Company
Connecticut
$5.03M +$1.2M +13,667 +35%
AWP
1028
Ascent Wealth Partners
New York
$5M +$1.4M +15,835 +44%
PA
1029
Procyon Advisors
Connecticut
$4.99M -$2.32M -26,278 -34%
HW
1030
Hamilton Wealth
California
$4.99M +$22.9K +260 +0.5%
CIP
1031
Castlefield Investment Partners
$4.97M +$983K +11,151 +27%
PCM
1032
Parsons Capital Management
Rhode Island
$4.97M +$2.8M +31,795 +160%
MWAM
1033
Manhattan West Asset Management
California
$4.97M +$424K +4,815 +10%
CWM
1034
Compass Wealth Management
Connecticut
$4.94M +$2.68M +30,402 +145%
SS
1035
Sunbelt Securities
Texas
$4.91M +$1.15M +13,083 +34%
AAIM
1036
Asset Advisors Investment Management
Georgia
$4.91M +$313K +3,547 +7%
BL
1037
BFSG LLC
California
$4.91M +$1.5M +16,998 +50%
HCM
1038
Helios Capital Management
Singapore
$4.9M – – –
PIA
1039
Perennial Investment Advisors
California
$4.89M +$199K +2,263 +5%
DLCIG
1040
D.L. Carlson Investment Group
New Hampshire
$4.88M +$955K +10,836 +27%
CAG
1041
Crestwood Advisors Group
Massachusetts
$4.86M +$821K +9,314 +23%
BRWA
1042
B. Riley Wealth Advisors
Florida
$4.86M -$5.47M -62,131 -54%
LFA
1043
Legacy Financial Advisors
Kentucky
$4.86M +$926K +10,513 +26%
HAG
1044
HighPoint Advisor Group
Illinois
$4.84M -$11.4M -129,730 -72%
NA
1045
Nautilus Advisors
California
$4.83M +$411K +4,669 +10%
SHGA
1046
Sand Hill Global Advisors
California
$4.83M +$4.03M +45,747 +1,023%
PFA
1047
Perryman Financial Advisory
Texas
$4.82M +$203K +2,303 +5%
GF
1048
Goodman Financial
Texas
$4.82M +$4.41M +50,092 New
KF
1049
Krilogy Financial
Missouri
$4.81M +$879K +9,976 +29%
BV
1050
Boxwood Ventures
Illinois
$4.81M – – –
40 41
42
43 44