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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1276
Concentric Wealth Management
California
$1.63M -$250K -1,251 -17%
9WM
1277
9258 Wealth Management
Ohio
$1.63M +$4.8K +24 +0.4%
CSPIA
1278
Cary Street Partners Investment Advisory
Virginia
$1.62M +$870K +4,349 +235%
RC
1279
Roundview Capital
New Jersey
$1.62M +$769K +3,848 +164%
GT
1280
Glenview Trust
Kentucky
$1.62M +$801K +4,004 +184%
MAC
1281
Mason & Associates (California)
California
$1.61M – – –
CHA
1282
Carmichael Hill & Associates
Maryland
$1.61M +$5K +25 +0.4%
MYIA
1283
Mount Yale Investment Advisors
Colorado
$1.61M -$181K -903 -13%
PWAG
1284
Polaris Wealth Advisory Group
California
$1.6M -$3.01M -15,034 -71%
GA
1285
Geller Advisors
New York
$1.59M +$559K +2,795 +85%
LA
1286
LexAurum Advisors
Kansas
$1.59M -$403K -2,017 -25%
PI
1287
PFS Investments
Georgia
$1.58M -$21.6K -108 -2%
VBWMG
1288
Von Berge Wealth Management Group
California
$1.58M +$17.8K +89 +1%
B
1289
Bridgeworth
Alabama
$1.58M -$1.6K -8 -0.1%
IWA
1290
Intercontinental Wealth Advisors
Texas
$1.57M -$110K -550 -8%
IHL
1291
Investment House LLC
California
$1.57M +$8.6K +43 +0.7%
MVA
1292
Mount Vernon Associates
Maryland
$1.57M +$2K +10 +0.2%
RCA
1293
Riverview Capital Advisers
Massachusetts
$1.57M – – –
MTWM
1294
Masso Torrence Wealth Management
New Jersey
$1.56M +$48.2K +241 +4%
HFP
1295
Holistic Financial Partners
Indiana
$1.55M +$32K +160 +3%
CB
1296
CNB Bank
Pennsylvania
$1.55M +$14.4K +72 +1%
BW
1297
BIP Wealth
Georgia
$1.55M +$2.4K +12 +0.2%
V
1298
ViaWealth
Kansas
$1.55M +$5.6K +28 +0.5%
CAC
1299
Certified Advisory Corp
Florida
$1.55M +$347K +1,736 +42%
BWFA
1300
Baltimore-Washington Financial Advisors
Maryland
$1.55M +$27K +135 +2%
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