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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
776
RMR Wealth Builders
New Jersey
$1.31M -$252K -1,858 -17%
WLG
777
Williamson Legacy Group
Indiana
$1.31M +$1.19M +8,805 New
CPA
778
Cardiff Park Advisors
California
$1.29M -$6.78K -50 -0.6%
VA
779
Valmark Advisers
Ohio
$1.29M -$225K -1,657 -16%
SWP
780
Sagespring Wealth Partners
Tennessee
$1.29M +$204K +1,508 +21%
CA
781
Crewe Advisors
Utah
$1.28M +$1.17M +8,606 New
TCA
782
Transcend Capital Advisors
New Jersey
$1.28M -$17.8K -131 -2%
CA
783
Cache Advisors
California
$1.27M +$1.16M +8,533 New
PCA
784
Pallas Capital Advisors
Massachusetts
$1.27M -$951K -7,014 -45%
CAMG
785
CWA Asset Management Group
Florida
$1.27M +$664K +4,901 +135%
SVWAG
786
Sound View Wealth Advisors Group
Georgia
$1.26M -$9.49K -70 -0.8%
WC
787
Woodstock Corp
Massachusetts
$1.26M – – –
ZIG
788
Zullo Investment Group
Pennsylvania
$1.25M +$12.6K +93 +1%
RSA
789
River Street Advisors
Illinois
$1.24M – – –
PWM
790
Perigon Wealth Management
California
$1.24M -$22.1K -163 -2%
GCM
791
Gables Capital Management
Florida
$1.23M -$13.6K -100 -1%
SCP
792
Sivia Capital Partners
California
$1.23M +$10.2K +75 +0.9%
FFM
793
Forum Financial Management
Illinois
$1.23M +$370K +2,730 +49%
FCA
794
Fortis Capital Advisors
Kansas
$1.22M +$1.12M +8,233 New
JWM
795
Jacksonville Wealth Management
Florida
$1.22M -$16.8K -124 -1%
WSCM
796
Wellington Shields Capital Management
New York
$1.22M – – –
CAI
797
Capital Advisors Inc
Oklahoma
$1.22M -$138K -1,020 -11%
TFM
798
TFC Financial Management
Massachusetts
$1.22M – – –
TCM
799
Traynor Capital Management
Pennsylvania
$1.22M +$264K +1,947 +31%
BLC
800
Brown, Lisle/Cummings
Rhode Island
$1.21M -$15.6K -115 -1%
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