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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$2.28M +$228K +2,275 +13%
WGC
527
Watts Gwilliam & Co
Arizona
$2.27M -$314K -3,144 -17%
AWP
528
Ascent Wealth Partners
New York
$2.26M +$1.64M +16,444 +517%
PA
529
Procyon Advisors
Connecticut
$2.26M -$6.4M -63,968 -77%
MA
530
MSA Advisors
California
$2.25M – – –
JGC
531
J. Goldman & Co
New York
$2.24M -$41.9M -418,774 -96%
AWA
532
Alta Wealth Advisors
Massachusetts
$2.23M – – –
SC
533
Savoie Capital
Illinois
$2.23M – – –
GRP
534
Global Retirement Partners
California
$2.2M +$1.91M +19,069 New
VFA
535
Valeo Financial Advisors
Indiana
$2.2M -$66.7K -667 -3%
PM
536
Pembroke Management
Quebec, Canada
$2.19M +$419K +4,187 +43%
FP
537
Financial Perspectives
Minnesota
$2.18M +$69.9K +699 +4%
AWM
538
Axxcess Wealth Management
California
$2.18M +$350K +3,502 +23%
DWA
539
Douglass Winthrop Advisors
New York
$2.17M – – –
CAM
540
Creekmur Asset Management
Illinois
$2.16M +$301K +3,005 +19%
CPL
541
CAP Partners LLC
Tennessee
$2.15M +$59.2K +592 +3%
PCS
542
Personal CFO Solutions
New Jersey
$2.12M +$74.5K +745 +4%
SWP
543
Stratos Wealth Partners
Ohio
$2.11M -$17.2K -172 -0.9%
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$2.09M -$4.5K -45 -0.2%
RCM
545
Riverpark Capital Management
New York
$2.08M -$15.3K -153 -0.8%
OIA
546
OneDigital Investment Advisors
Kansas
$2.08M +$76.8K +768 +4%
PFG
547
Putney Financial Group
California
$2.05M -$12K -120 -0.7%
EPIM
548
Evelyn Partners Investment Management
$2.05M +$121K +1,214 +7%
HCMT
549
Highland Capital Management (Tennessee)
Tennessee
$2.03M -$40K -400 -2%
SM
550
STF Management
Texas
$2.01M +$1.74M +17,388 New
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