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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Secure Asset Management
Michigan
$21.4M +$4.28M +42,304 +32%
EAM
1252
Eukles Asset Management
Ohio
$21.4M -$70.6K -698 -0.4%
PAA
1253
Peregrine Asset Advisers
Oregon
$21.3M -$887K -8,769 -5%
WCM
1254
Wisconsin Capital Management
Wisconsin
$21.3M -$1.2M -11,877 -6%
PA
1255
PFG Advisors
Arizona
$21.2M +$340K +3,359 +2%
TSWM
1256
Tyler-Stone Wealth Management
Ohio
$21.2M -$160K -1,579 -0.9%
AC
1257
Asio Capital
Kentucky
$21.2M -$676K -6,686 -4%
AP
1258
Americana Partners
Texas
$21.1M -$1.32M -13,048 -7%
STA
1259
Summit Trail Advisors
New York
$21.1M -$1.23M -12,214 -7%
MTWM
1260
Masso Torrence Wealth Management
New Jersey
$21.1M -$106K -1,050 -0.6%
KCPG
1261
Kavar Capital Partners Group
Kansas
$21.1M -$4.08M -40,387 -19%
CSPIA
1262
Cary Street Partners Investment Advisory
Virginia
$21.1M +$142K +1,409 +0.8%
CGPCS
1263
Capital Group Private Client Services
California
$21.1M +$16.6M +164,434 +2,745%
LFG
1264
Larson Financial Group
Missouri
$21M +$2.22M +21,943 +15%
EFS
1265
Essex Financial Services
Connecticut
$20.9M +$2.13M +21,063 +12%
RC
1266
Roundview Capital
New Jersey
$20.8M -$2.86M -28,291 -14%
HWM
1267
Heirloom Wealth Management
Colorado
$20.8M +$315K +3,113 +2%
HWP
1268
Highline Wealth Partners
California
$20.8M -$3.88M -38,420 -19%
EFG
1269
Everhart Financial Group
Ohio
$20.8M +$1.61M +15,885 +10%
GFS
1270
GYL Financial Synergies
Connecticut
$20.7M +$735K +7,270 +5%
KJWM
1271
Kiley Juergens Wealth Management
Washington
$20.7M +$555K +5,492 +3%
SWM
1272
Segment Wealth Management
Texas
$20.6M -$2.77M -27,393 -14%
MAM
1273
Martingale Asset Management
Massachusetts
$20.6M +$7.72M +76,333 +85%
JAFL
1274
Jay A. Fishman Ltd
Michigan
$20.5M +$3.44M +33,975 +26%
CD
1275
Chapin Davis
Maryland
$20.5M +$1.39M +13,699 +9%
49 50
51
52 53