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Name Holding Trade Value Shares
Change 		Change in
Stake
DW
1926
Domani Wealth
Pennsylvania
$439K +$49.1K +180 +10%
WWM
1927
Windsor Wealth Management
Indiana
$438K -$440K -1,611 -46%
LFS
1928
Legacy Financial Strategies
Kansas
$438K +$4.91K +18 +0.9%
AWM
1929
Altus Wealth Management
Kentucky
$436K – – –
EA
1930
Eudaimonia Advisors
Tennessee
$436K +$46.7K +171 +10%
FFA
1931
Fairfield Financial Advisors
Massachusetts
$436K -$27K -99 -5%
ARMC
1932
American Research & Management Company
Massachusetts
$434K – – –
BIA
1933
Bell Investment Advisors
California
$433K +$527K +1,929 New
JFA
1934
JNBA Financial Advisors
Minnesota
$432K -$27K -99 -5%
VCM
1935
Versant Capital Management
Arizona
$432K – – –
AC
1936
ASB Consultores
Florida
$431K -$126K -462 -19%
PAI
1937
Pittenger & Anderson Inc
Nebraska
$431K -$47.5K -174 -8%
IWP
1938
Icon Wealth Partners
Texas
$430K -$63.9K -234 -11%
EHC
1939
Everett Harris & Co
California
$430K – – –
CWA
1940
Canvas Wealth Advisors
Kansas
$429K +$121K +444 +30%
AWAG
1941
ARS Wealth Advisors Group
Florida
$428K -$13.9K -51 -3%
RIA
1942
RPG Investment Advisory
California
$426K -$42.6K -156 -8%
IWA
1943
Inspirion Wealth Advisors
Illinois
$426K -$32.8K -120 -6%
FMII
1944
Farmers & Merchants Investments Inc
Nebraska
$425K -$31.9K -117 -6%
LFG
1945
Lazard Frères Gestion
France
$425K – – –
EWM
1946
EPG Wealth Management
Georgia
$422K +$7.37K +27 +1%
EMG
1947
ETF Managers Group
New Jersey
$420K -$1.32M -4,821 -72%
LI
1948
LVZ Inc
Michigan
$420K +$57.3K +210 +13%
HCM
1949
Hudson Capital Management
New Jersey
$418K +$508K +1,860 New
WC
1950
Whitney & Co
New York
$417K +$90.9K +333 +22%
76 77
78
79 80