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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1001
Blue Trust Inc
Georgia
$1.11M -$101K -1,000 -8%
RSWM
1002
Robertson Stephens Wealth Management
California
$1.11M +$11.2K +111 +1%
CP
1003
Capital Planning
Washington
$1.11M +$201 +2 +0%
SWM
1004
Salvus Wealth Management
New Jersey
$1.1M -$147K -1,459 -12%
CI
1005
Cigna Investments
Connecticut
$1.1M -$10.9K -108 -1%
TFA
1006
Transamerica Financial Advisors
Florida
$1.1M +$30.3K +301 +3%
IC
1007
Inscription Capital
Texas
$1.1M +$270K +2,677 +33%
TC
1008
TownSquare Capital
Utah
$1.1M +$15.7K +156 +1%
NB
1009
NBT Bank
New York
$1.09M -$5.04K -50 -0.5%
GWP
1010
Gen-Wealth Partners
Michigan
$1.09M +$104K +1,028 +11%
PCG
1011
PFC Capital Group
California
$1.09M -$50.4K -500 -4%
WDA
1012
Wendell David Associates
New Hampshire
$1.09M -$42.8K -425 -4%
ZI
1013
ZEGA Investments
Florida
$1.08M -$1.51K -15 -0.1%
FNT
1014
First National Trust
Pennsylvania
$1.08M +$516K +5,123 +95%
FI
1015
Financial Insights
Washington
$1.07M -$32.7K -325 -3%
MC
1016
Moors & Cabot
Massachusetts
$1.07M +$22K +218 +2%
ZCI
1017
Zevenbergen Capital Investments
Washington
$1.07M -$8.06K -80 -0.8%
PTB
1018
Pioneer Trust Bank
Oregon
$1.07M -$101K -1,000 -9%
JWM
1019
JGP Wealth Management
Oregon
$1.07M -$25.8K -256 -2%
NW
1020
Naviter Wealth
Arkansas
$1.06M +$171K +1,699 +20%
GCM
1021
Graham Capital Management
Connecticut
$1.06M -$4.67M -46,350 -82%
KWA
1022
Kingswood Wealth Advisors
California
$1.06M +$22.4K +222 +2%
PDL
1023
Portfolio Design Labs
California
$1.06M -$73K -725 -7%
I
1024
INVST
Indiana
$1.06M -$2.62K -26 -0.3%
MMG
1025
Monetary Management Group
Missouri
$1.05M – – –
39 40
41
42 43