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Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
1076
Peak Planning Group
Colorado
$1.13M +$145K +576 +13%
WOSD
1077
WFA of San Diego
California
$1.13M -$328K -1,305 -20%
SAS
1078
Sanford Advisory Services
Michigan
$1.13M -$220K -876 -15%
MYIA
1079
Mount Yale Investment Advisors
Colorado
$1.13M +$561K +2,235 +79%
CPIA
1080
Cornell Pochily Investment Advisors
New York
$1.12M -$250K -996 -16%
RPWA
1081
Regent Peak Wealth Advisors
Georgia
$1.12M +$178K +708 +16%
TFS
1082
TrustCore Financial Services
Tennessee
$1.12M +$56.5K +225 +5%
OWP
1083
Obermeyer Wealth Partners
Colorado
$1.11M -$276K -1,101 -18%
GAG
1084
GM Advisory Group
New York
$1.11M +$127K +504 +11%
AR
1085
Advisory Research
Illinois
$1.11M +$113K +450 +10%
SAM
1086
SignalPoint Asset Management
Missouri
$1.11M +$114K +456 +10%
WA
1087
WBH Advisory
Maryland
$1.11M -$6.78K -27 -0.5%
AI
1088
Aperture Investors
New York
$1.1M -$3.02M -12,024 -71%
WWM
1089
Wolff Wiese Magana
California
$1.1M -$7.53K -30 -0.6%
MJRIC
1090
Mogy Joel R Investment Counsel
California
$1.09M – – –
B
1091
Bailard
California
$1.09M +$67K +267 +6%
AI
1092
AXS Investments
New York
$1.09M +$1.23M +4,908 New
KA
1093
Kercheville Advisors
Texas
$1.09M -$64.8K -258 -5%
CFA
1094
Capstone Financial Advisors
Illinois
$1.09M -$8.29K -33 -0.7%
DWT
1095
Dorsey & Whitney Trust
South Dakota
$1.09M +$130K +519 +12%
AFA
1096
American Financial Advisors
Georgia
$1.09M +$94.1K +375 +8%
OAM
1097
Occidental Asset Management
California
$1.09M +$26.4K +105 +2%
KP
1098
Keel Point
Alabama
$1.09M +$396K +1,578 +48%
RA
1099
Rational Advisors
New York
$1.08M +$1.22M +4,875 New
OWA
1100
One Wealth Advisors
California
$1.08M +$28.6K +114 +2%
42 43
44
45 46