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Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
3001
Yoffe Investment Management
Pennsylvania
$957K +$349 +1 +0%
RCM
3002
Raleigh Capital Management
North Carolina
$956K +$153K +439 +19%
AWM
3003
Alterna Wealth Management
Texas
$952K -$436K -1,250 -32%
CPWA
3004
Cerro Pacific Wealth Advisors
California
$951K +$128K +366 +16%
AFG
3005
Allegheny Financial Group
Pennsylvania
$946K +$19.9K +57 +2%
WCM
3006
Wedge Capital Management
North Carolina
$943K +$33.1K +95 +4%
SIS
3007
Sound Income Strategies
Florida
$940K -$499K -1,431 -35%
AFGAS
3008
Allegiance Financial Group Advisory Services
Virginia
$939K +$45.7K +131 +5%
MTIC
3009
Missouri Trust & Investment Company
Missouri
$937K -$12.2K -35 -1%
GC
3010
Garde Capital
Washington
$937K +$33.8K +97 +4%
LF
3011
Lantz Financial
Illinois
$937K +$18.8K +54 +2%
YWS
3012
Yarger Wealth Strategies
Ohio
$936K +$77.4K +222 +9%
DBRC
3013
D.B. Root & Company
Pennsylvania
$934K +$14.6K +42 +2%
WMA
3014
West Michigan Advisors
Michigan
$933K -$13.6K -39 -1%
HTIM
3015
Harbour Trust & Investment Management
Indiana
$931K – – –
DWP
3016
Destiny Wealth Partners
Florida
$931K +$479K +1,373 +110%
AA
3017
Addison Advisors
Vermont
$930K +$23.4K +67 +3%
GCA
3018
Gradient Capital Advisors
California
$930K +$9.76K +28 +1%
TW
3019
Traveka Wealth
California
$930K -$7.67K -22 -0.8%
PWM
3020
Proathlete Wealth Management
Florida
$929K +$4.88K +14 +0.5%
RIP
3021
RAM Investment Partners
Washington
$928K +$60K +172 +7%
SDWMA
3022
Schneider Downs Wealth Management Advisors
Pennsylvania
$925K -$49.5K -142 -5%
FI
3023
Financial Insights
Washington
$925K +$25.1K +72 +3%
IIM
3024
Intact Investment Management
Quebec, Canada
$923K -$1.12M -3,200 -55%
PAMP
3025
Polar Asset Management Partners
Ontario, Canada
$923K +$906K +2,600 New
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