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Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1601
Journey Advisory Group
Kentucky
$726K +$9.07K +55 +1%
PO
1602
Private Ocean
California
$723K +$66.1K +401 +10%
APIM
1603
Agate Pass Investment Management
Washington
$718K +$710K +4,305 New
CASB
1604
Cape Ann Savings Bank
Massachusetts
$717K -$7.42K -45 -1%
FANJ
1605
Financial Architects (New Jersey)
New Jersey
$715K +$381K +2,309 +117%
TA
1606
Tiedemann Advisors
New York
$711K +$6.1K +37 +0.9%
TW
1607
TrinityPoint Wealth
Connecticut
$710K +$9.4K +57 +1%
NL
1608
NKCFO LLC
Illinois
$709K – – –
VC
1609
Veracity Capital
Georgia
$709K +$8.08K +49 +1%
TWP
1610
Tempus Wealth Planning
California
$708K – – –
CFCI
1611
Comprehensive Financial Consultants Institutional
Indiana
$707K +$840K +5,095 New
WA
1612
Wealth Architects
California
$706K +$21.6K +131 +3%
SDAM
1613
Shulman DeMeo Asset Management
New York
$705K +$12.5K +76 +2%
RCA
1614
Resonant Capital Advisors
Wisconsin
$702K +$68.6K +416 +11%
FIM
1615
Freedom Investment Management
Connecticut
$702K +$74.4K +451 +12%
DWM
1616
Doyle Wealth Management
Florida
$697K – – –
FSC
1617
Full Sail Capital
Oklahoma
$697K +$33K +200 +4%
SGK
1618
Steigerwald Gordon & Koch
Virginia
$695K +$10.9K +66 +2%
TFA
1619
TPG Financial Advisors
Oregon
$694K -$267K -1,621 -28%
VWM
1620
Vigilare Wealth Management
Arizona
$694K +$1.16K +7 +0.2%
TCA
1621
Transcend Capital Advisors
New Jersey
$693K +$218K +1,324 +47%
WPA
1622
West Paces Advisors
Georgia
$692K +$25.2K +153 +4%
CBA
1623
Coastal Bridge Advisors
Connecticut
$692K +$374K +2,268 +102%
PC
1624
Periscope Capital
Ontario, Canada
$692K +$684K +4,145 New
DFA
1625
DHJJ Financial Advisors
Illinois
$691K -$17K -103 -2%
63 64
65
66 67