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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1201
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.47M +$151K +775 +10%
CWM
1202
Cabot Wealth Management
Massachusetts
$1.46M -$894K -4,574 -35%
UAG
1203
United Advisor Group
Ohio
$1.46M +$1.62M +8,306 New
HZ
1204
Hixon Zuercher
Ohio
$1.46M +$79.7K +408 +5%
RWM
1205
RKL Wealth Management
Pennsylvania
$1.46M +$252K +1,291 +18%
BCMLT
1206
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.46M -$179K -915 -10%
NCGI
1207
Next Century Growth Investors
Minnesota
$1.45M +$21.7K +111 +1%
NWMG
1208
National Wealth Management Group
Ohio
$1.45M -$179K -918 -10%
ZB
1209
Zions Bancorporation
Utah
$1.45M -$154K -788 -9%
PWMG
1210
Prestige Wealth Management Group
New Jersey
$1.45M +$204K +1,046 +15%
SP
1211
Stablepoint Partners
Massachusetts
$1.45M +$378K +1,936 +31%
LPAM
1212
Lodestar Private Asset Management
California
$1.44M -$58K -297 -3%
AAM
1213
Advisors Asset Management
Colorado
$1.44M -$456K -2,333 -22%
PSF
1214
Pacific Sun Financial
California
$1.44M +$224K +1,148 +16%
BFA
1215
Brendel Financial Advisors
New Hampshire
$1.44M +$101K +515 +7%
NAM
1216
NorthCrest Asset Manangement
Minnesota
$1.43M -$40.2K -206 -2%
OWA
1217
One Wealth Advisors
California
$1.43M -$977 -5 -0.1%
1WM
1218
1858 Wealth Management
Ohio
$1.43M – – –
GI
1219
Gradient Investments
Minnesota
$1.42M -$440K -2,254 -22%
FPCP
1220
Fort Point Capital Partners
California
$1.42M -$88.3K -452 -5%
VW
1221
Vance Wealth
California
$1.42M +$492K +2,520 +45%
TWM
1222
Tradition Wealth Management
Minnesota
$1.42M +$26K +133 +2%
NAS
1223
Nicolet Advisory Services
Wisconsin
$1.42M -$56.3K -288 -3%
AMCA
1224
Arthur M. Cohen & Associates
Illinois
$1.41M -$556K -2,846 -26%
CBFP
1225
Cedar Brook Financial Partners
Ohio
$1.41M -$18.4K -94 -1%
47 48
49
50 51