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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
651
Ascent Group
Virginia
$618K +$158K +787 +39%
FAFN
652
First Affirmative Financial Network
Colorado
$618K +$14.2K +71 +3%
FBFS
653
First Business Financial Services
Wisconsin
$615K – – –
AWM
654
Avior Wealth Management
Nebraska
$606K -$521K -2,600 -48%
UFF
655
USA Financial Formulas
Michigan
$606K +$553K +2,760 New
EWM
656
Empirical Wealth Management
Washington
$602K +$62.7K +313 +13%
AFG
657
Atomi Financial Group
New York
$597K +$73.1K +365 +15%
JWCA
658
J.W. Cole Advisors
Florida
$593K +$67.1K +335 +14%
AIP
659
Ameritas Investment Partners
Nebraska
$591K -$21.2K -106 -4%
PWP
660
Principle Wealth Partners
Connecticut
$590K – – –
SPF
661
South Plains Financial
Texas
$585K +$89.6K +447 +20%
MWM
662
Mission Wealth Management
California
$582K -$7.21K -36 -1%
RYIA
663
Roehl & Yi Investment Advisors
Oregon
$578K +$528K +2,634 New
CFP
664
Catalyst Financial Partners
Massachusetts
$577K +$26.3K +131 +5%
MIC
665
Meridian Investment Counsel
California
$576K – – –
NP
666
NorthRock Partners
Minnesota
$566K +$189K +941 +58%
GT
667
Glenview Trust
Kentucky
$560K +$83.6K +417 +20%
MWM
668
Modera Wealth Management
New Jersey
$559K +$20.2K +101 +4%
AF
669
Allworth Financial
California
$555K +$21.6K +108 +4%
SCP
670
Sivia Capital Partners
California
$552K -$401 -2 -0.1%
WSC
671
Wellington Shields & Co
New York
$549K – – –
APWM
672
Argonautica Private Wealth Management
Massachusetts
$546K -$21K -105 -4%
C
673
Certuity
Florida
$545K +$76.8K +383 +18%
CIA
674
Concurrent Investment Advisors
Florida
$544K +$28.1K +140 +6%
MWM
675
Modern Wealth Management
Kansas
$542K -$6.41K -32 -1%
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