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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1401
Fiduciary Alliance
South Carolina
$3.61M -$8.59M -21,609 -72%
NRI
1402
NFP Retirement Inc
California
$3.61M +$474K +1,192 +16%
CWS
1403
Confluence Wealth Services
Pennsylvania
$3.61M +$1.67M +4,206 +96%
PSF
1404
Pacific Sun Financial
California
$3.58M +$24.7K +62 +0.7%
OAM
1405
Occidental Asset Management
California
$3.57M +$122K +307 +4%
TPWA
1406
Twin Peaks Wealth Advisors
California
$3.56M +$317K +797 +10%
NHT
1407
New Hampshire Trust
New Hampshire
$3.56M -$193K -485 -5%
FFA
1408
First Foundation Advisors
California
$3.55M +$269K +677 +9%
TC
1409
TFR Capital
Texas
$3.55M -$152K -383 -4%
VGDSS
1410
VUB Generali dochodkova spravcovska spolocnost
$3.54M – – –
GI
1411
Gradient Investments
Minnesota
$3.53M +$80.3K +202 +2%
MFA
1412
Morling Financial Advisors
California
$3.53M -$1.99K -5 -0.1%
SCM
1413
Silvant Capital Management
Georgia
$3.51M -$272K -683 -8%
AOWM
1414
Asset One Wealth Management
Washington
$3.51M +$150K +376 +4%
PWP
1415
Private Wealth Partners
California
$3.49M -$198K -498 -6%
CWM
1416
Centric Wealth Management
Illinois
$3.48M – – –
MWA
1417
MFA Wealth Advisors
Pennsylvania
$3.48M +$233K +586 +8%
SQA
1418
Simon Quick Advisors
New Jersey
$3.48M +$156K +391 +5%
WG
1419
Wellington Group
Indiana
$3.48M – – –
KF
1420
Ketron Financial
California
$3.47M +$311K +781 +10%
FG
1421
Foster Group
Iowa
$3.47M +$167K +419 +5%
RCM
1422
RNC Capital Management
California
$3.47M -$900K -2,264 -22%
SB
1423
Strategic Blueprint
Georgia
$3.47M -$541K -1,361 -14%
CWM
1424
Cordatus Wealth Management
Pennsylvania
$3.46M +$40.6K +102 +1%
KA
1425
Klingman & Associates
New York
$3.46M +$56.9K +143 +2%
55 56
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