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Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
2151
Peak Planning Group
Colorado
$4.11M +$52.3K +390 +1%
WWP
2152
WR Wealth Planners
Missouri
$4.11M +$522K +3,898 +14%
KOC
2153
Koss-Olinger Consulting
Florida
$4.11M -$140K -1,044 -3%
CD
2154
Chapin Davis
Maryland
$4.1M +$2.24M +16,745 +108%
MCA
2155
Millennium Capital Advisors
Arkansas
$4.1M -$23.4K -175 -0.5%
WAG
2156
Wallace Advisory Group
California
$4.1M +$106K +790 +3%
PCM
2157
Pinnbrook Capital Management
New York
$4.09M +$180K +1,342 +4%
SFA
2158
Souders Financial Advisors
Ohio
$4.09M -$208K -1,552 -5%
RFN
2159
RDA Financial Network
Iowa
$4.08M +$70.5K +526 +2%
MWVC
2160
Morgens Waterfall Vintiadis & Co
New York
$4.07M -$308K -2,300 -7%
PM
2161
Precept Management
Texas
$4.07M – – –
SWM
2162
Segment Wealth Management
Texas
$4.05M +$231K +1,726 +6%
QC
2163
Quent Capital
New York
$4.05M +$476K +3,552 +13%
AWM
2164
Aries Wealth Management
Maine
$4.05M +$101K +751 +3%
GWMIA
2165
Global Wealth Management Investment Advisory
Florida
$4.05M -$2.01K -15 -0%
BWG
2166
Beta Wealth Group
California
$4.04M -$718K -5,361 -14%
WP
2167
Westmount Partners
California
$4.02M +$2.28K +17 +0.1%
AC
2168
Allstate Corporation
Illinois
$4.02M – – –
KMWM
2169
Keudell/Morrison Wealth Management
Oregon
$4.02M -$185K -1,383 -4%
AGAM
2170
Audent Global Asset Management
California
$4.02M -$363K -2,710 -8%
NGA
2171
Naples Global Advisors
Florida
$4.01M +$371K +2,771 +10%
AAG
2172
Armstrong Advisory Group
Massachusetts
$4.01M -$98.1K -732 -2%
FCB
2173
First County Bank
Connecticut
$4M +$214K +1,596 +5%
BWA
2174
Blodgett Wealth Advisors
California
$4M -$53.6K -400 -1%
HWA
2175
Heritage Wealth Advisors
Virginia
$4M -$230K -1,717 -5%
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