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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1001
WT Wealth Management
Arizona
$3.08M +$1.3M +5,458 +79%
MAM
1002
Morse Asset Management
Connecticut
$3.07M +$93.4K +393 +3%
PWLP
1003
Prio Wealth Limited Partnership
Massachusetts
$3.07M -$122K -512 -4%
PWMG
1004
Provence Wealth Management Group
California
$3.05M +$206K +865 +8%
GWANC
1005
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.05M -$104K -436 -3%
BMCM
1006
Bryn Mawr Capital Management
Pennsylvania
$3.04M -$35.6K -150 -1%
CCM
1007
Consolidated Capital Management
California
$3.04M -$642K -2,701 -18%
RWB
1008
RMR Wealth Builders
New Jersey
$3.03M -$106K -446 -4%
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$3.03M +$40.4K +170 +1%
PP
1010
PDS Planning
Ohio
$3.03M +$126K +529 +5%
CCP
1011
Cunning Capital Partners
North Carolina
$3.02M +$2.89M +12,140 New
NCM
1012
Narwhal Capital Management
Georgia
$3.01M +$449K +1,890 +18%
BBWA
1013
Bell & Brown Wealth Advisors
California
$3.01M +$2.88M +12,124 New
NHT
1014
New Hampshire Trust
New Hampshire
$3.01M -$230K -966 -7%
MWM
1015
Modera Wealth Management
New Jersey
$3.01M -$130K -549 -4%
CFG
1016
Citizens Financial Group
Rhode Island
$2.99M -$6.94M -29,198 -71%
FPAS
1017
Focus Partners Advisor Solutions
Missouri
$2.99M -$165K -694 -5%
CRC
1018
Curi RMB Capital
Illinois
$2.99M -$71.3K -300 -2%
LFA
1019
Legacy Financial Advisors
Kentucky
$2.98M +$121K +510 +4%
WJWM
1020
Williams Jones Wealth Management
New York
$2.98M -$560K -2,355 -16%
SWA
1021
SFMG Wealth Advisors
Texas
$2.98M -$8.56K -36 -0.3%
ATC
1022
Argent Trust Co
Tennessee
$2.97M +$34.5K +145 +1%
IIC
1023
Ironwood Investment Counsel
Arizona
$2.96M -$23.3K -98 -0.8%
SC
1024
Sapient Capital
Indiana
$2.96M +$2.83M +11,898 New
ST
1025
Sageworth Trust
Pennsylvania
$2.95M -$144K -607 -5%
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