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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1101
Stratos Wealth Advisors
Ohio
$702K +$361K +3,028 +89%
MA
1102
MONECO Advisors
Connecticut
$697K +$95.9K +803 +14%
AFC
1103
AFT Forsyth & Company
Florida
$695K +$325K +2,725 +75%
AWP
1104
Abacus Wealth Partners
California
$692K +$756K +6,333 New
CBT
1105
Central Bank & Trust
Kentucky
$691K +$165K +1,379 +28%
1WA
1106
180 Wealth Advisors
Washington
$691K +$248K +2,078 +41%
PPP
1107
Private Portfolio Partners
New Jersey
$691K +$580K +4,858 +333%
PCA
1108
Providence Capital Advisors
North Carolina
$687K -$26.3K -220 -3%
CCMG
1109
Clark Capital Management Group
Pennsylvania
$687K +$468K +3,923 +166%
TWI
1110
Thomas White International
Illinois
$684K – – –
QC
1111
Quent Capital
New York
$682K +$206K +1,729 +38%
WH
1112
Willner & Heller
California
$681K -$38.2K -320 -6%
RIA
1113
Realta Investment Advisors
Delaware
$681K +$4.06K +34 +0.5%
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$681K +$665K +5,569 +846%
SW
1115
SkyOak Wealth
Michigan
$680K +$118K +989 +19%
LIA
1116
LS Investment Advisors
Michigan
$678K +$741K +6,204 New
CSA
1117
Cottage Street Advisors
Massachusetts
$675K +$78K +653 +12%
JAIC
1118
Josh Arnold Investment Consultant
Minnesota
$675K +$737K +6,175 New
PA
1119
PFG Advisors
Arizona
$672K +$449K +3,765 +158%
GLA
1120
Good Life Advisors
Pennsylvania
$668K +$1.67K +14 +0.2%
CFGS
1121
Concourse Financial Group Securities
Alabama
$668K +$429K +3,593 +143%
GC
1122
Gilbert & Cook
Iowa
$667K -$63K -528 -8%
BHWM
1123
Bar Harbor Wealth Management
New Hampshire
$666K – – –
NERM
1124
New England Research & Management
Illinois
$666K +$19.2K +161 +3%
WI
1125
Wintrust Investments
Illinois
$666K +$727K +6,092 New
43 44
45
46 47