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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1351
GHP Investment Advisors
Colorado
$544K +$10.8K +107 +2%
SSWM
1352
Sheets Smith Wealth Management
North Carolina
$543K +$403 +4 +0.1%
TM
1353
TigerOak Management
New Mexico
$543K – – –
PAM
1354
Palisade Asset Management
Minnesota
$543K – – –
AP
1355
Appleton Partners
Massachusetts
$542K -$12.6K -125 -2%
PFG
1356
PAX Financial Group
Texas
$541K -$87.4K -868 -14%
PWP
1357
Perfromance Wealth Partners
Illinois
$538K +$25.1K +249 +5%
EWA
1358
EverSource Wealth Advisors
Alabama
$537K -$133K -1,319 -20%
ALAM
1359
Asahi Life Asset Management
Japan
$536K +$529K +5,250 New
SFS
1360
Sunrise Financial Services
Washington
$535K -$20.8K -207 -4%
AWM
1361
Aviso Wealth Management
Washington
$534K -$34.5K -343 -6%
CSI
1362
Clark & Stuart Inc
Maine
$533K +$6.45K +64 +1%
SWA
1363
Sax Wealth Advisors
New Jersey
$530K +$113K +1,126 +24%
CFCS
1364
CDM Financial Counseling Services
Connecticut
$529K +$11.8K +117 +2%
PCM
1365
Polymer Capital Management
New York
$528K +$520K +5,167 New
NJIM
1366
Nabity-Jensen Investment Management
Nebraska
$527K – – –
SM
1367
Sweeney & Michel
California
$525K +$1.41K +14 +0.3%
FPWM
1368
FSB Premier Wealth Management
Iowa
$525K -$241K -2,396 -32%
EB
1369
Emprise Bank
Kansas
$524K -$7.05K -70 -1%
ICA
1370
Infrastructure Capital Advisors
New York
$523K +$516K +5,122 New
CA
1371
Carson Advisory
Georgia
$522K -$15.4K -153 -3%
CWM
1372
Connecticut Wealth Management
Connecticut
$522K -$32.2K -320 -6%
CSPIA
1373
Cary Street Partners Investment Advisory
Virginia
$521K +$17.3K +172 +3%
PCM
1374
Palisade Capital Management
New Jersey
$521K +$22.7K +225 +5%
NG
1375
Navigation Group
California
$521K +$13.3K +132 +3%
53 54
55
56 57