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Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
1401
Investment Research & Advisory Group
Georgia
$3.41M +$56.6K +278 +1%
CT
1402
Chicago Trust
Illinois
$3.4M -$118K -580 -3%
NFG
1403
Nations Financial Group
Iowa
$3.4M +$185K +909 +5%
SAM
1404
SP Asset Management
California
$3.4M +$119K +584 +3%
SEEDPG
1405
S.E.E.D. Planning Group
New York
$3.38M +$57K +280 +1%
PCA
1406
Personal Capital Advisors
California
$3.38M -$37.4K -184 -1%
PFS
1407
Physicians Financial Services
North Carolina
$3.37M -$104K -512 -3%
NAM
1408
NorthCrest Asset Manangement
Minnesota
$3.37M -$49.7K -244 -1%
IWS
1409
Insight Wealth Strategies
California
$3.37M – – –
CW
1410
CreativeOne Wealth
Kansas
$3.36M +$762K +3,745 +25%
BP
1411
Ballentine Partners
Massachusetts
$3.33M +$453K +2,226 +13%
WDA
1412
Wendell David Associates
New Hampshire
$3.32M +$14.4K +71 +0.4%
SWM
1413
SeaCrest Wealth Management
New York
$3.31M -$45.8K -225 -1%
NC
1414
Northcape Capital
Australia
$3.31M -$638K -3,134 -14%
WGCA
1415
Wolf Group Capital Advisors
Virginia
$3.31M -$4.48K -22 -0.1%
TAM
1416
Trust Asset Management
Texas
$3.31M +$247K +1,213 +7%
CA
1417
Cornerstone Advisory
Maryland
$3.31M +$65.5K +322 +2%
WIM
1418
WealthPlan Investment Management
Nebraska
$3.31M +$3.24M +15,910 New
SB
1419
Strategic Blueprint
Georgia
$3.3M -$118K -582 -3%
AT
1420
Arden Trust
Delaware
$3.3M +$44K +216 +1%
LSAG
1421
Lake Street Advisors Group
New Hampshire
$3.29M -$180K -886 -5%
FSA
1422
Fort Sheridan Advisors
Illinois
$3.29M -$108K -530 -3%
SFS
1423
Strategic Financial Services
New York
$3.29M -$164K -807 -4%
HIM
1424
Hotaling Investment Management
Pennsylvania
$3.29M -$1.02M -5,010 -21%
BST
1425
Bath Savings Trust
Maine
$3.28M -$19.5K -96 -0.5%
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