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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1026
Cornerstone Wealth Group
North Carolina
$62.5M +$12.1M +58,837 +23%
CI
1027
CX Institutional
Indiana
$62.4M -$449K -2,183 -0.7%
VVP
1028
Venture Visionary Partners
Ohio
$62.4M +$6.11M +29,721 +11%
CT
1029
Caldwell Trust
Florida
$62.3M -$2.62M -12,765 -4%
JAFL
1030
Jay A. Fishman Ltd
Michigan
$62.1M -$468K -2,275 -0.7%
HWA
1031
HCR Wealth Advisors
California
$61.5M +$530K +2,579 +0.8%
QPWM
1032
Quadrant Private Wealth Management
Pennsylvania
$61.4M -$1.44M -6,996 -2%
DAS
1033
Dynamic Advisor Solutions
Arizona
$61.4M -$2.46M -11,959 -4%
SWA
1034
Stratos Wealth Advisors
Ohio
$61.2M -$1.14M -5,534 -2%
TFIPS
1035
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.2M +$4.93M +23,966 +9%
SBF
1036
Sara-Bay Financial
Florida
$61M -$2.83M -13,781 -4%
NAAA
1037
New Age Alpha Advisors
New York
$60.8M -$4.89M -23,774 -7%
SCA
1038
Stillwater Capital Advisors
Pennsylvania
$60.6M -$456K -2,217 -0.7%
OA
1039
Oak Associates
Ohio
$60.6M -$164K -800 -0.3%
GHA
1040
GW Henssler & Associates
Georgia
$60.5M +$8.82M +42,877 +17%
CWM
1041
Concentrum Wealth Management
California
$60.5M -$58K -282 -0.1%
AIP
1042
ARS Investment Partners
New York
$60.3M +$309K +1,502 +0.5%
GG
1043
Greenwood Gearhart
Arkansas
$60.2M +$3.91M +19,014 +7%
KC
1044
KCM Capital
Kansas
$60M – – –
NNPTE
1045
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$59.7M -$8.73M -42,444 -12%
TVPW
1046
Third View Private Wealth
Connecticut
$59.6M +$7.58M +36,854 +14%
SCTC
1047
Sanibel Captiva Trust Company
Florida
$59.5M +$1.93M +9,408 +3%
MWM
1048
Modern Wealth Management
Kansas
$59.4M +$14.8M +71,791 +32%
JC
1049
Jacobs & Co
California
$59.1M -$749K -3,644 -1%
AIM
1050
Adapt Investment Managers
Switzerland
$59.1M +$46.6M +226,708 +329%
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