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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M – – –
TWM
1327
Tradition Wealth Management
Minnesota
$1.06M -$21.1K -131 -2%
RWPA
1328
Richard W. Paul & Associates
Michigan
$1.06M +$50.5K +314 +5%
LAM
1329
Lewis Asset Management
California
$1.06M -$483 -3 -0%
OPWM
1330
Oakwell Private Wealth Management
Texas
$1.06M – – –
LIA
1331
LS Investment Advisors
Michigan
$1.05M – – –
PA
1332
PSI Advisors
Florida
$1.05M +$251K +1,559 +32%
BFA
1333
Beaumont Financial Advisors
Massachusetts
$1.05M +$54.9K +341 +6%
CFP
1334
Cascade Financial Partners
California
$1.04M +$3.06K +19 +0.3%
WQ
1335
Wealth Quarterback
New Jersey
$1.04M +$245K +1,526 +31%
KAS
1336
KPP Advisory Services
Kentucky
$1.04M +$112K +695 +12%
TFA
1337
Toth Financial Advisory
Virginia
$1.03M – – –
WA
1338
WP Advisors
California
$1.03M +$5.95K +37 +0.6%
ET
1339
Equitable Trust
Tennessee
$1.03M -$80.3K -499 -7%
FCG
1340
Fielder Capital Group
Tennessee
$1.03M +$1.13K +7 +0.1%
AG
1341
AIA Group
Hong Kong
$1.02M -$438K -2,722 -30%
PPG
1342
Peak Planning Group
Colorado
$1.02M -$13.7K -85 -1%
SCA
1343
Sage Capital Advisors
South Dakota
$1.02M – – –
OFW
1344
Omnia Family Wealth
Florida
$1.02M +$43K +267 +4%
SVWAG
1345
Sound View Wealth Advisors Group
Georgia
$1.02M +$14.2K +88 +1%
HWAM
1346
Hennion & Walsh Asset Management
New Jersey
$1.01M +$770K +4,788 +327%
PWP
1347
Principle Wealth Partners
Connecticut
$1.01M +$437K +2,714 +77%
KWS
1348
Keystone Wealth Services
California
$1.01M +$434K +2,697 +76%
SB
1349
Strategic Blueprint
Georgia
$1.01M -$38K -236 -4%
ACM
1350
Allred Capital Management
Texas
$1.01M +$129K +801 +15%
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