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Name Holding Trade Value Shares
Change 		Change in
Stake
UH
2701
Unigestion Holding
Switzerland
$3.24M -$4.07M -40,239 -86%
RA
2702
Resolute Advisors
California
$3.24M – – –
MWP
2703
Meridian Wealth Partners
Pennsylvania
$3.24M -$242K -2,395 -8%
CFAM
2704
Center For Asset Management
Florida
$3.23M +$270K +2,672 +11%
RWMG
2705
Redwood Wealth Management Group
New Jersey
$3.23M +$37.7K +373 +1%
RHP
2706
Royal Harbor Partners
Texas
$3.22M -$1.42M -14,080 -35%
CWS
2707
Cypress Wealth Services
California
$3.22M +$225K +2,222 +9%
JWCA
2708
J.W. Coons Advisors
Ohio
$3.22M +$50.6K +500 +2%
RA
2709
RiverPark Advisors
New York
$3.22M -$46.1K -456 -2%
PCM
2710
Permanent Capital Management
Illinois
$3.21M +$2.06M +20,337 New
PIP
2711
Peachtree Investment Partners
Florida
$3.21M +$165K +1,631 +7%
BAWC
2712
Boyce & Associates Wealth Consulting
Texas
$3.21M -$2.33K -23 -0.1%
SFC
2713
Strategic Financial Concepts
Texas
$3.2M -$1.78M -17,587 -40%
LJAC
2714
L.J. Altfest & Co
New York
$3.19M -$145K -1,437 -5%
ST
2715
Sabal Trust
Florida
$3.19M +$418K +4,139 +19%
FG
2716
Foster Group
Iowa
$3.19M -$89.9K -889 -3%
AGC
2717
Aspen Grove Capital
Colorado
$3.17M +$24.4K +241 +0.9%
PHM
2718
Prospect Hill Management
New Jersey
$3.17M +$5.05K +50 +0.2%
FFC
2719
First Financial Corp
Indiana
$3.16M -$329K -3,257 -11%
BFA
2720
BBJS Financial Advisors
Washington
$3.16M -$450K -4,450 -15%
RGC
2721
Roberts, Glore & Co
Illinois
$3.15M -$53.1K -525 -2%
AC
2722
ASB Consultores
Florida
$3.15M -$1.21M -11,953 -32%
PA
2723
PFW Advisors
Georgia
$3.14M -$358K -3,538 -12%
SFA
2724
Souders Financial Advisors
Ohio
$3.14M +$431K +4,261 +20%
TVAMP
2725
Tennessee Valley Asset Management Partners
Tennessee
$3.14M +$185K +1,827 +8%
107 108
109
110 111