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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1176
Cornerstone Wealth Management
Missouri
$351K +$127K +601 +53%
BCM
1177
Bannerstone Capital Management
Minnesota
$350K +$365K +1,722 New
AIM
1178
Advyzon Investment Management
Illinois
$349K +$142K +672 +64%
GWP
1179
Gateway Wealth Partners
Wisconsin
$348K +$1.27K +6 +0.4%
IFWM
1180
Institute for Wealth Management
Colorado
$348K -$14K -66 -4%
JCM
1181
Jacobi Capital Management
Pennsylvania
$347K +$17.6K +83 +5%
PFA
1182
Pure Financial Advisors
California
$344K +$848 +4 +0.2%
AL
1183
Aspiriant LLC
California
$344K +$44.5K +210 +14%
DFA
1184
Delta Financial Advisors
Louisiana
$343K -$77.6K -366 -18%
SPC
1185
Spirepoint Private Client
Florida
$343K +$39.2K +185 +12%
TAM
1186
Tocqueville Asset Management
New York
$342K +$98.4K +464 +38%
HPC
1187
HM Payson & Co
Maine
$342K +$84.8K +400 +31%
SAM
1188
Sawgrass Asset Management
Florida
$335K – – –
PA
1189
Procyon Advisors
Connecticut
$335K -$93.9K -443 -21%
PSP
1190
Pacific Sage Partners
Washington
$334K +$1.91K +9 +0.5%
QFA
1191
Quantum Financial Advisors
California
$330K +$424 +2 +0.1%
VFG
1192
Victory Financial Group
Texas
$328K -$50.9K -240 -13%
SIC
1193
Sterling Investment Counsel
New York
$325K +$312K +1,472 New
MA
1194
MBA Advisors
Pennsylvania
$325K – – –
RG
1195
Renaissance Group
Kentucky
$321K +$4.45K +21 +1%
PCI
1196
Planning Center Inc
Illinois
$321K – – –
KCM
1197
Kathmere Capital Management
Pennsylvania
$320K -$57.2K -270 -15%
AWM
1198
Athena Wealth Management
Nevada
$319K +$333K +1,570 New
WLPWM
1199
Walled Lake Planning & Wealth Management
Illinois
$319K +$6.15K +29 +2%
PWMAG
1200
Pinnacle Wealth Management Advisory Group
New Jersey
$319K -$21.6K -102 -6%
46 47
48
49 50