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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2076
Virtue Capital Management
Tennessee
$2.21M +$292K +1,056 +15%
CWM
2077
Circle Wealth Management
New Jersey
$2.21M -$109K -396 -5%
MFP
2078
Meridian Financial Partners
Virginia
$2.2M +$5.8K +21 +0.3%
NAMP
2079
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.2M – – –
PPWM
2080
Paragon Private Wealth Management
Kentucky
$2.19M +$110K +398 +5%
IA
2081
Icon Advisers
Colorado
$2.18M – – –
TP
2082
Tranquility Partners
Tennessee
$2.18M +$9.94K +36 +0.5%
CFP
2083
Catalyst Financial Partners
Massachusetts
$2.18M +$87.2K +316 +4%
HIC
2084
Hartline Investment Corp
Illinois
$2.18M -$4.69M -17,004 -69%
BCA
2085
Bay Colony Advisors
Massachusetts
$2.18M +$8.84K +32 +0.4%
JSC
2086
J. Stern & Co
United Kingdom
$2.17M +$73.7K +267 +4%
EP
2087
Edgestream Partners
New Jersey
$2.17M -$1.2M -4,364 -36%
9WM
2088
9258 Wealth Management
Ohio
$2.16M -$79.8K -289 -4%
UAML
2089
US Asset Management LLC
Pennsylvania
$2.16M -$40.3K -146 -2%
BA
2090
Ballast Advisors
Minnesota
$2.15M -$42.5K -154 -2%
LT
2091
Lindsell Train
United Kingdom
$2.15M – – –
WLG
2092
Williamson Legacy Group
Indiana
$2.14M +$36.2K +131 +2%
CW
2093
Connectus Wealth
Ohio
$2.14M -$4.55M -16,497 -18%
HIC
2094
Harvey Investment Company
Kentucky
$2.14M – – –
FPFS
2095
First Personal Financial Services
North Carolina
$2.14M – – –
FFA
2096
Fortune Financial Advisors
Kansas
$2.14M +$10.8K +39 +0.5%
SDWIA
2097
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.13M -$40.9K -148 -2%
FF
2098
Fluent Financial
Texas
$2.13M +$11.6K +42 +0.6%
AWE
2099
Avidian Wealth Enterprises
Texas
$2.13M +$310K +1,123 +17%
SIA
2100
Schear Investment Advisers
Ohio
$2.12M +$199K +722 +10%
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