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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1151
BluePath Capital Management
Georgia
$5.44M +$113K +285 +2%
CCP
1152
Carmel Capital Partners
California
$5.43M +$218K +547 +4%
PCS
1153
Personal CFO Solutions
New Jersey
$5.43M +$277K +696 +6%
CCA
1154
Cadent Capital Advisors
Oklahoma
$5.43M +$120K +302 +2%
CIA
1155
Choate Investment Advisors
Massachusetts
$5.42M +$115K +289 +2%
RCG
1156
Regatta Capital Group
California
$5.41M +$62.8K +158 +1%
PGWM
1157
Parisi Gray Wealth Management
New Jersey
$5.41M -$76K -191 -1%
FIM
1158
FWL Investment Management
Texas
$5.39M +$594K +1,493 +13%
SWA
1159
SFMG Wealth Advisors
Texas
$5.37M +$337K +847 +7%
RA
1160
Range Advisory
Virginia
$5.37M +$2.43M +6,112 +92%
RSWM
1161
Robertson Stephens Wealth Management
California
$5.36M -$424K -1,065 -8%
HIA
1162
Harbor Investment Advisory
Maryland
$5.35M -$274K -689 -5%
JF
1163
Jericho Financial
Ohio
$5.34M +$98.2K +247 +2%
FWI
1164
Facet Wealth Inc
Maryland
$5.34M +$435K +1,093 +9%
MMPW
1165
Mitchell McLeod Pugh & Williams
Alabama
$5.32M +$43.7K +110 +0.9%
OWCM
1166
One Wealth Capital Management
Arizona
$5.32M +$2.48M +6,228 +97%
DBG
1167
De Burlo Group
Massachusetts
$5.31M -$1.99K -5 -0%
CI
1168
Conning Inc
Connecticut
$5.3M -$77.2K -194 -2%
WCM
1169
Weaver Capital Management
Georgia
$5.3M – – –
SI
1170
Stonekeep Investments
New Mexico
$5.28M +$28.2K +71 +0.6%
TFGT
1171
TS Financial Group (TSFG)
Illinois
$5.25M -$10.3K -26 -0.2%
BJF
1172
Blue Jean Financial
New York
$5.24M +$1M +2,526 +25%
LWM
1173
Liberty Wealth Management
California
$5.24M – – –
RMC
1174
Ring Mountain Capital
California
$5.24M -$31K -78 -0.6%
IIC
1175
Ironwood Investment Counsel
Arizona
$5.24M +$110K +277 +2%
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