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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1151
WealthPLAN Partners
Nebraska
$511K -$377K -1,359 -44%
TIA
1152
Tiemann Investment Advisors
California
$501K +$13.9K +50 +3%
BPCE
1153
Bank Pictet & Cie (Europe)
Germany
$491K – – –
ATPW
1154
Ashton Thomas Private Wealth
Arizona
$491K +$134K +482 +41%
VWM
1155
Valley Wealth Managers
New Jersey
$488K +$460K +1,656 New
WCM
1156
Windward Capital Management
California
$486K -$7.78K -28 -2%
IIM
1157
Ipswich Investment Management
Massachusetts
$483K – – –
ERIM
1158
Eagle Ridge Investment Management
Connecticut
$481K +$90.3K +325 +25%
BCM
1159
BTR Capital Management
California
$479K +$52.8K +190 +13%
WANY
1160
Wealthspire Advisors (New York)
New York
$479K +$452K +1,626 New
IIM
1161
Intact Investment Management
Quebec, Canada
$471K – – –
DSC
1162
Duncker Streett & Co
Missouri
$471K +$167K +600 +60%
F
1163
F3Logic
Minnesota
$469K +$63K +227 +17%
RWP
1164
RWA Wealth Partners
Massachusetts
$466K +$51.4K +185 +13%
SFA
1165
Sequoia Financial Advisors
Ohio
$464K -$100K -360 -19%
MWM
1166
Mission Wealth Management
California
$464K -$55.3K -199 -11%
LC
1167
Lindbrook Capital
California
$463K +$5K +18 +1%
PIP
1168
Peachtree Investment Partners
Florida
$463K +$175K +630 +67%
FNT
1169
First National Trust
Pennsylvania
$460K – – –
TP
1170
Tranquility Partners
Tennessee
$460K +$434K +1,561 New
FANJ
1171
Financial Architects (New Jersey)
New Jersey
$459K -$390K -1,406 -47%
AWM
1172
Alterna Wealth Management
Texas
$458K -$165K -595 -28%
RB
1173
Rodgers Brothers
Pennsylvania
$457K -$27.8K -100 -6%
JFGIW
1174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K -$2.78K -10 -0.6%
MCWS
1175
McKinley Carter Wealth Services
West Virginia
$456K +$35.3K +127 +9%
45 46
47
48 49