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Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
1276
Blue Zone Wealth Advisors
California
$9.68M -$38.8K -121 -0.4%
IAS
1277
Insigneo Advisory Services
Florida
$9.66M +$1.34M +4,178 +17%
PCG
1278
Prosperity Consulting Group
Maryland
$9.66M +$365K +1,138 +4%
RCM
1279
RB Capital Management
Nevada
$9.64M +$32.4K +101 +0.4%
BIG
1280
Builder Investment Group
Georgia
$9.63M – – –
FPTW
1281
Franklin, Parlapiano, Turner & Welch
Texas
$9.6M -$32.7K -102 -0.4%
CG
1282
CFO4Life Group
Texas
$9.56M -$77.4K -241 -0.9%
WAP
1283
Wealthcare Advisory Partners
Pennsylvania
$9.56M -$4.04M -12,579 -31%
FCT
1284
Family Capital Trust
Massachusetts
$9.54M – – –
PCP
1285
Proficio Capital Partners
Massachusetts
$9.53M +$2.68M +8,344 +43%
TCA
1286
Trifecta Capital Advisors
Illinois
$9.51M +$55.2K +172 +0.6%
SC
1287
Sepio Capital
Utah
$9.49M -$896K -2,790 -9%
SC
1288
Syon Capital
California
$9.48M +$376K +1,172 +4%
RFN
1289
RDA Financial Network
Iowa
$9.47M +$923K +2,875 +12%
MC
1290
Mayar Capital
United Kingdom
$9.47M -$655K -2,040 -7%
SW
1291
SlateStone Wealth
Florida
$9.39M -$798K -2,486 -8%
UBV
1292
United Bank (Virginia)
Virginia
$9.37M +$1.82M +5,663 +26%
MG
1293
McHugh Group
Ohio
$9.34M -$19.3K -60 -0.2%
HIIFS
1294
Harel Insurance Investments & Financial Services
Israel
$9.33M -$43K -134 -0.5%
GMA
1295
Glassy Mountain Advisors
Maryland
$9.32M +$430K +1,339 +5%
TFS
1296
Thoroughbred Financial Services
Tennessee
$9.29M -$39.5K -123 -0.5%
TIM
1297
Thompson Investment Management
Wisconsin
$9.28M +$76.7K +239 +0.9%
BJL
1298
Brighton Jones LLC
Washington
$9.26M +$235K +732 +3%
AWA
1299
Aaron Wealth Advisors
Illinois
$9.25M +$1.78M +5,530 +26%
GSP
1300
Grafton Street Partners
Florida
$9.18M – – –
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