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Name Holding Trade Value Shares
Change 		Change in
Stake
AV
1651
Aspiring Ventures
Ohio
$20.8M +$378K +2,169 +2%
CRWM
1652
Castle Rock Wealth Management
California
$20.8M -$539K -3,091 -3%
WR
1653
WD Rutherford
Oregon
$20.7M +$70.8K +406 +0.4%
HNWAG
1654
High Net Worth Advisory Group
Florida
$20.7M -$116K -665 -0.6%
MFIM
1655
Mesirow Financial Investment Management
Illinois
$20.7M +$609K +3,496 +3%
WIM
1656
WIM Investment Management
Hong Kong
$20.7M – – –
BAM
1657
BLKBRD Asset Management
Connecticut
$20.7M -$157K -898 -0.8%
SAS
1658
Stelac Advisory Services
New York
$20.7M +$172K +988 +0.9%
GCM
1659
Gables Capital Management
Florida
$20.6M -$192K -1,100 -1%
CA
1660
CV Advisors
Florida
$20.6M +$195K +1,119 +1%
LAM
1661
L2 Asset Management
Massachusetts
$20.6M +$930K +5,336 +5%
IP
1662
Ignite Planners
California
$20.6M +$244K +1,399 +1%
RCM
1663
RB Capital Management
Nevada
$20.6M -$211K -1,212 -1%
WP
1664
WealthPLAN Partners
Nebraska
$20.5M +$3.05M +17,525 +19%
AWMS
1665
Advocacy Wealth Management Services
Georgia
$20.5M +$19.2M +109,895 +8,440%
ADL
1666
Asset Dedication LLC
California
$20.5M -$894K -5,131 -4%
BA
1667
Birinyi Associates
Connecticut
$20.4M +$76.7K +440 +0.4%
RCA
1668
Resonant Capital Advisors
Wisconsin
$20.4M +$102K +585 +0.5%
WIS
1669
Wright Investors Service
Connecticut
$20.4M -$532K -3,052 -3%
CWS
1670
Confluence Wealth Services
Pennsylvania
$20.4M +$3.95M +22,676 +26%
WA
1671
WP Advisors
California
$20.3M -$756K -4,336 -4%
VCM
1672
Vision Capital Management
Oregon
$20.3M +$647K +3,711 +4%
SFO
1673
Stenger Family Office
Illinois
$20.2M +$2.45M +14,053 +15%
CT
1674
Clearstead Trust
Maine
$20.2M -$214K -1,226 -1%
GCM
1675
Gunderson Capital Management
South Carolina
$20.2M -$4.61M -26,449 -20%
65 66
67
68 69