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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2101
Ballast Advisors
Minnesota
$667K +$28.9K +545 +4%
DI
2102
Diligent Investors
California
$667K +$35.2K +665 +5%
S
2103
SimplyRich
California
$666K +$54.7K +1,032 +9%
WA
2104
Wealth Advisors
California
$665K -$11.7K -220 -2%
MIP
2105
Marietta Investment Partners
Wisconsin
$664K – – –
BIG
2106
Boothe Investment Group
Delaware
$663K +$60.3K +1,139 +10%
BHTS
2107
Bar Harbor Trust Services
Maine
$663K +$183K +3,464 +36%
TIA
2108
Tiemann Investment Advisors
California
$662K -$17.2K -325 -2%
BOS
2109
Bank of Stockton
California
$660K -$165K -3,110 -19%
Q
2110
QVR
California
$660K +$687K +12,962 New
BWP
2111
Bernardo Wealth Planning
Pennsylvania
$659K +$52.9K +998 +8%
KF
2112
Krilogy Financial
Missouri
$658K +$176K +3,314 +34%
AIM
2113
Axiom Investment Management
New York
$658K +$685K +12,927 New
PGIM
2114
Pacific Global Investment Management
California
$655K -$5.72K -108 -0.8%
DWM
2115
Darwin Wealth Management
Florida
$653K -$19.5K -369 -3%
CIP
2116
Capital Insight Partners
Arizona
$652K +$470K +8,875 +226%
W
2117
WealthOne
New York
$649K -$13.6K -256 -2%
UC
2118
Unio Capital
New Jersey
$649K – – –
ECG
2119
Edge Capital Group
Georgia
$649K +$62.6K +1,182 +10%
WPC
2120
Wedmont Private Capital
Pennsylvania
$647K +$15.2K +287 +2%
WP
2121
WMS Partners
Maryland
$645K +$671K +12,658 New
9WM
2122
9258 Wealth Management
Ohio
$644K +$41.4K +782 +7%
CAC
2123
Core Alternative Capital
Georgia
$643K -$211K -3,987 -24%
SB
2124
Sunflower Bank
Texas
$643K -$151K -2,858 -18%
HIM
2125
Hotaling Investment Management
Pennsylvania
$642K -$64.1K -1,211 -9%
83 84
85
86 87