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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1451
AIA Group
Hong Kong
$739K +$706K +5,332 New
AL
1452
Aspiriant LLC
California
$737K +$11.8K +89 +2%
MWA
1453
Meridian Wealth Advisors
Texas
$735K -$7.82K -59 -1%
ATC
1454
Adirondack Trust Company
New York
$729K +$18.5K +140 +3%
BIAS
1455
Beacon Investment Advisory Services
New Jersey
$728K +$51.4K +388 +8%
CASB
1456
Cape Ann Savings Bank
Massachusetts
$728K +$682K +5,147 New
BCP
1457
Berkeley Capital Partners
Georgia
$726K -$47.4K -358 -7%
TNBTD
1458
Trustmark National Bank Trust Department
Mississippi
$723K +$96.2K +726 +17%
SHWM
1459
Silicon Hills Wealth Management
Texas
$722K +$38.4K +290 +6%
DBIA
1460
Dumont & Blake Investment Advisors
New Jersey
$721K -$7.55K -57 -1%
WMG
1461
WESCAP Management Group
California
$720K – – –
PWAG
1462
Polaris Wealth Advisory Group
California
$720K +$393K +2,964 +152%
CRCM
1463
Corbett Road Capital Management
Virginia
$719K -$35.8K -270 -5%
CPA
1464
Clear Perspective Advisors
Illinois
$717K -$10.1K -76 -1%
RIA
1465
Regal Investment Advisors
Michigan
$710K +$665K +5,019 New
PAS
1466
Professional Advisory Services
Florida
$707K -$26.5K -200 -4%
RA
1467
RFG Advisory
Alabama
$707K -$7.16K -54 -1%
EFS
1468
Essex Financial Services
Connecticut
$707K -$795 -6 -0.1%
BWA
1469
Burt Wealth Advisors
Maryland
$705K +$795 +6 +0.1%
ACI
1470
Alpha Cubed Investments
California
$704K +$77.1K +582 +13%
IAIM
1471
International Assets Investment Management
Florida
$702K +$1.05M +7,942 New
AWE
1472
Avidian Wealth Enterprises
Texas
$700K +$170K +1,284 +35%
FA
1473
Fountainhead AM
New Jersey
$699K +$655K +4,944 New
PCG
1474
Private Capital Group
Connecticut
$697K -$29.9K -226 -4%
LAM
1475
LifePro Asset Management
California
$696K +$652K +4,922 New
57 58
59
60 61