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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1901
Stratos Wealth Advisors
Ohio
$1.73M +$87.4K +407 +5%
PMFA
1902
Plante Moran Financial Advisors
Michigan
$1.72M -$7.73K -36 -0.5%
CAG
1903
Csenge Advisory Group
Florida
$1.72M -$129K -599 -8%
CIP
1904
Capital Insight Partners
Arizona
$1.72M -$55K -256 -3%
SC
1905
Sonen Capital
California
$1.71M +$1.69M +7,878 New
AWS
1906
AJ Wealth Strategies
New York
$1.71M -$5.58K -26 -0.3%
HIC
1907
Harvey Investment Company
Kentucky
$1.71M – – –
GWM
1908
Gray Wealth Management
Maine
$1.7M +$25.1K +117 +2%
PPG
1909
Peak Planning Group
Colorado
$1.7M -$17.4K -81 -1%
WP
1910
Waycross Partners
Kentucky
$1.7M -$280K -1,305 -14%
TFP
1911
Tilia Fiduciary Partners
North Carolina
$1.7M +$1.68M +7,835 New
5L
1912
55I LLC
Massachusetts
$1.69M +$100K +468 +6%
PAM
1913
Pegasus Asset Management
New York
$1.69M +$86.3K +402 +5%
SVWAG
1914
Sound View Wealth Advisors Group
Georgia
$1.69M +$35.4K +165 +2%
HA
1915
Harfst & Associates
Wyoming
$1.69M +$302K +1,407 +22%
PFGIA
1916
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M -$248K -1,155 -13%
RFM
1917
Royal Fund Management
Florida
$1.68M +$189K +880 +13%
MFG
1918
Menard Financial Group
Texas
$1.68M -$199K -927 -11%
WA
1919
Wealth Alliance
New York
$1.67M +$2.79K +13 +0.2%
CASB
1920
Cape Ann Savings Bank
Massachusetts
$1.66M +$38.4K +179 +2%
IF
1921
Intrua Financial
Texas
$1.66M -$58K -270 -3%
PIA
1922
Perennial Investment Advisors
California
$1.66M +$162K +753 +11%
LPIC
1923
LeJeune Puetz Investment Counsel
Michigan
$1.66M – – –
AFS
1924
Access Financial Services
Minnesota
$1.65M +$60.5K +282 +4%
PSB
1925
Piscataqua Savings Bank
New Hampshire
$1.65M +$14.6K +68 +0.9%
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