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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1951
Nicolet Advisory Services
Wisconsin
$554K -$67.8K -1,607 -10%
SWM
1952
Sugarloaf Wealth Management
Georgia
$553K +$50.2K +1,189 +9%
AA
1953
Alta Advisers
United Kingdom
$553K +$55.5K +1,316 +11%
PWM
1954
Prentice Wealth Management
New York
$552K +$37K +877 +7%
BIAS
1955
Beacon Investment Advisory Services
New Jersey
$551K +$101K +2,388 +21%
AF
1956
Aldebaran Financial
$550K -$12.4K -295 -2%
SC
1957
Syon Capital
California
$550K -$79.8K -1,892 -12%
DWMS
1958
Dominguez Wealth Management Solutions
Virginia
$549K +$5.7K +135 +1%
SJIM
1959
St. Johns Investment Management
Florida
$549K +$32.1K +760 +6%
SIS
1960
Sound Income Strategies
Florida
$548K -$63.8K -1,513 -10%
AFG
1961
Albion Financial Group
Utah
$548K -$88.6K -2,100 -13%
DTC
1962
Davidson Trust Company
Washington
$548K +$14.3K +340 +3%
PAM
1963
PCG Asset Management
New Jersey
$546K +$576K +13,645 New
VFPW
1964
Vantage Financial Partners (Wisconsin)
Wisconsin
$545K -$20K -475 -3%
FA
1965
Faithward Advisors
Pennsylvania
$545K +$71.5K +1,695 +14%
WAM
1966
Walker Asset Management
Missouri
$544K +$9.28K +220 +2%
FPL
1967
Fortress Private Ledger
North Carolina
$544K +$573K +13,592 New
PWM
1968
Purus Wealth Management
California
$543K +$6.2K +147 +1%
PWM
1969
PBMares Wealth Management
Virginia
$541K +$295 +7 +0.1%
AWS
1970
Aspen Wealth Strategies
Colorado
$541K +$26.6K +630 +5%
CAM
1971
Campion Asset Management
Virginia
$540K -$2.57K -61 -0.4%
CA
1972
Cresta Advisors
Texas
$540K – – –
DE
1973
Diversified Enterprises
Delaware
$538K +$67.7K +1,605 +14%
BTWM
1974
Baker Tilly Wealth Management
Wisconsin
$536K -$78K -1,849 -12%
CFA
1975
Cahill Financial Advisors
Minnesota
$534K +$350K +8,305 +165%
77 78
79
80 81