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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1801
Alteri Wealth
California
$19.2M +$691K +3,713 +4%
RIA
1802
Realta Investment Advisors
Delaware
$19.2M -$2.09M -11,243 -10%
VA
1803
Valmark Advisers
Ohio
$19.2M +$4.69M +25,196 +32%
KAS
1804
Kemnay Advisory Services
New York
$19.2M +$1.91M +10,250 +11%
AF
1805
Arrow Financial
New York
$19.1M +$132K +709 +0.7%
QWP
1806
Quotient Wealth Partners
Texas
$19.1M -$194K -1,044 -1%
PCM
1807
Polymer Capital Management
New York
$19M +$273K +1,468 +1%
LCGC
1808
Legacy Capital Group California
California
$19M -$1.15M -6,189 -6%
ISWM
1809
Independent Solutions Wealth Management
New York
$19M -$393K -2,112 -2%
CPA
1810
Capital Performance Advisors
California
$18.9M +$6.98M +37,473 +59%
CPIA
1811
Cornell Pochily Investment Advisors
New York
$18.9M -$38.9K -209 -0.2%
TAM
1812
Tucker Asset Management
Colorado
$18.9M +$102K +547 +0.5%
CCG
1813
Ceeto Capital Group
Florida
$18.9M -$1.15M -6,152 -6%
NWM
1814
NRI Wealth Management
California
$18.9M +$6.33K +34 +0%
PFP
1815
Paragon Financial Partners
California
$18.9M – – –
AA
1816
Armis Advisers
Georgia
$18.8M -$1.13M -6,085 -5%
WPW
1817
Watershed Private Wealth
Illinois
$18.8M +$1.47M +7,896 +9%
PWM
1818
Positano Wealth Management
$18.8M +$18.7M +100,692 New
SWP
1819
Strategic Wealth Partners
Ohio
$18.7M +$481K +2,583 +3%
PCG
1820
PFC Capital Group
California
$18.7M -$67.9K -365 -0.4%
MF
1821
Manchester Financial
California
$18.7M -$1.01M -5,416 -5%
MAMA
1822
Myriad Asset Management Advisors
Florida
$18.7M +$18.7M +100,214 New
OBWG
1823
Onyx Bridge Wealth Group
New York
$18.7M -$23.8K -128 -0.1%
SWA
1824
Sax Wealth Advisors
New Jersey
$18.7M +$2.54M +13,654 +16%
OCM
1825
Ogborne Capital Management
California
$18.6M -$37.2M -200,000 -67%
71 72
73
74 75