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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Accurate Wealth Management
Florida
$887K +$77K +347 +13%
MGIA
1027
Moneta Group Investment Advisors
Missouri
$880K +$2.66K +12 +0.3%
MWM
1028
Mindset Wealth Management
Indiana
$879K -$92.8K -418 -11%
HFAS
1029
Hummer Financial Advisory Services
Illinois
$877K – – –
IWA
1030
Icon Wealth Advisors
Texas
$874K -$3.11K -14 -0.5%
AWA
1031
Acumen Wealth Advisors
Tennessee
$871K +$725K +3,266 +1,548%
BP
1032
Ballentine Partners
Massachusetts
$865K +$97.7K +440 +15%
DCU
1033
Dara Capital US
Florida
$862K +$15.5K +70 +2%
AIP
1034
Ameritas Investment Partners
Nebraska
$860K +$762K +3,431 New
FA
1035
Fedenia Advisers
Wisconsin
$854K – – –
ACM
1036
Advisors Capital Management
New Jersey
$853K +$19.8K +89 +3%
FSA
1037
Fort Sheridan Advisors
Illinois
$851K -$3.11K -14 -0.4%
AO
1038
Advisor OS
Illinois
$850K -$9.32K -42 -1%
BFP
1039
Beacon Financial Planning
Massachusetts
$846K +$750K +3,378 New
WMA
1040
West Michigan Advisors
Michigan
$845K +$749K +3,373 New
CIM
1041
Caldwell Investment Management
Ontario, Canada
$844K +$799K +3,600 New
CCFM
1042
Clear Creek Financial Management
Washington
$839K -$79.5K -358 -10%
CWM
1043
Concentrum Wealth Management
California
$837K +$8.21K +37 +1%
SCM
1044
SCS Capital Management
Massachusetts
$834K -$4.66K -21 -0.6%
RIP
1045
Reliant Investment Partners
North Carolina
$834K +$167K +753 +29%
BBHC
1046
Brown Brothers Harriman & Co
New York
$827K +$687K +3,094 +1,488%
1W
1047
1776 Wealth
Georgia
$823K +$11.1K +50 +2%
CT
1048
Chicago Trust
Illinois
$819K +$319K +1,438 +79%
GAM
1049
Grandview Asset Management
Pennsylvania
$818K -$41.3K -186 -5%
LCS
1050
Levin Capital Strategies
New York
$813K +$638K +2,875 +781%
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