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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1526
Wealth Architects
California
$574K +$6.02K +128 +1%
SG
1527
StoneX Group
New York
$573K -$1.88M -40,057 -78%
ACM
1528
Adalta Capital Management
New York
$573K – – –
CAG
1529
Crestwood Advisors Group
Massachusetts
$570K +$95.1K +2,022 +21%
QIM
1530
Quest Investment Management
Oregon
$569K – – –
BWA
1531
BDO Wealth Advisors
Florida
$569K +$52.2K +1,110 +11%
SFG
1532
SNS Financial Group
Minnesota
$568K -$37.6K -800 -7%
AAM
1533
Aureus Asset Management
Massachusetts
$567K +$12.4K +263 +2%
FC
1534
Financial Consulate
Maryland
$564K +$23.1K +492 +5%
HCIA
1535
Hochman Cole Investment Advisors
Illinois
$563K -$86.3K -1,835 -14%
JFA
1536
Johanson Financial Advisors
California
$560K +$20.2K +430 +4%
CCG
1537
Chatham Capital Group
Georgia
$557K -$5.88K -125 -1%
MPIA
1538
Mountain Pacific Investment Advisers
Idaho
$556K -$5.41K -115 -1%
GAG
1539
GM Advisory Group
New York
$555K +$72.8K +1,548 +16%
CA
1540
Capital Advantage
California
$552K -$45.6K -969 -8%
AWMG
1541
Alliance Wealth Management Group
New Jersey
$552K +$262K +5,571 +101%
NPF
1542
Norris Perne & French
Michigan
$550K -$106K -2,244 -17%
EWM
1543
Endurance Wealth Management
Rhode Island
$549K +$753 +16 +0.1%
WC
1544
Whitnell & Co
Illinois
$549K +$36.5K +775 +8%
BIM
1545
Baldwin Investment Management
Pennsylvania
$547K – – –
KP
1546
Keel Point
Alabama
$542K -$66.4K -1,412 -11%
HCM
1547
Howland Capital Management
Massachusetts
$541K -$906K -19,263 -64%
SMM
1548
Stadion Money Management
Georgia
$541K -$162K -3,437 -24%
PCM
1549
Perkins Capital Management
Minnesota
$540K -$12.4K -263 -2%
AFS
1550
Access Financial Services
Minnesota
$536K +$42.1K +895 +9%
60 61
62
63 64