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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1251
Walter & Keenan Wealth Management
Indiana
$10.1M +$471K +9,000 +5%
HRC
1252
Hoertkorn Richard Charles
$10.1M -$2.09K -40 -0%
WAM
1253
WT Asset Management
Hong Kong
$10.1M +$9.41M +180,000 New
FM
1254
Family Management
New York
$10.1M -$165K -3,148 -2%
AMAL
1255
Asset Management Advisors LLC
Oklahoma
$10.1M -$238K -4,560 -2%
NCM
1256
Northstar Capital Management
New York
$10M -$221K -4,224 -2%
WAG
1257
Winthrop Advisory Group
Massachusetts
$10M -$127K -2,428 -1%
IWC
1258
Integrated Wealth Concepts
Massachusetts
$10M -$254K -4,860 -3%
NG
1259
Northstar Group
New York
$10M +$48.3K +924 +0.5%
KJWM
1260
Kiley Juergens Wealth Management
Washington
$9.99M -$118K -2,252 -1%
SIMM
1261
Stillwater Investment Management (Minnesota)
Minnesota
$9.99M +$98.3K +1,880 +1%
JWM
1262
Jackson Wealth Management
Florida
$9.98M +$743K +14,212 +9%
MCM
1263
McMillion Capital Management
North Carolina
$9.98M -$152K -2,916 -2%
FA
1264
FDx Advisors
Illinois
$9.97M +$1.55M +29,616 +20%
WTFG
1265
Wells Trecaso Financial Group
Ohio
$9.96M -$33K -632 -0.4%
MIG
1266
McGuire Investment Group
Rhode Island
$9.96M -$2.12M -40,532 -19%
WWM
1267
Windsor Wealth Management
Indiana
$9.95M -$1.31M -24,988 -12%
PCM
1268
Princeton Capital Management
New Jersey
$9.95M -$55.8K -1,068 -0.6%
CCC
1269
Chelsea Counsel Company
California
$9.93M -$1.15M -21,964 -11%
LWM
1270
Liberty Wealth Management
California
$9.9M -$1.72M -32,924 -16%
RCAG
1271
Rehmann Capital Advisory Group
Michigan
$9.89M -$746K -14,264 -7%
LA
1272
LVW Advisors
New York
$9.88M -$427K -8,176 -4%
BPWA
1273
Beacon Pointe Wealth Advisors
California
$9.87M -$3.76M -71,832 -29%
CFS
1274
CRA Financial Services
New Jersey
$9.86M -$235K -4,488 -2%
SFG
1275
SevenBridge Financial Group
Pennsylvania
$9.85M +$12.8K +244 +0.1%
49 50
51
52 53