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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1276
Impact Capital Partners
Colorado
$675K -$102K -761 -13%
MMA
1277
Miracle Mile Advisors
California
$672K +$19.4K +145 +3%
SLWA
1278
San Luis Wealth Advisors
California
$672K +$665K +4,971 New
AOWM
1279
Asset One Wealth Management
Washington
$672K +$620K +4,634 New
UFF
1280
USA Financial Formulas
Michigan
$665K -$337K -2,523 -34%
EFP
1281
Elser Financial Planning
Indiana
$664K – – –
PTP
1282
Platform Technology Partners
New York
$661K +$9.1K +68 +1%
NWMG
1283
National Wealth Management Group
Ohio
$661K -$1.02M -7,617 -61%
HH
1284
Hilltop Holdings
Texas
$653K -$10M -74,805 -94%
MGWM
1285
Marks Group Wealth Management
Minnesota
$651K +$645K +4,819 New
FA
1286
Financial Alternatives
California
$650K +$1.74K +13 +0.3%
AWP
1287
Ascent Wealth Partners
New York
$650K -$97K -725 -13%
AA
1288
Alta Advisers
United Kingdom
$643K -$161K -1,200 -20%
PWMAG
1289
Pinnacle Wealth Management Advisory Group
New Jersey
$643K +$56.3K +421 +10%
BMWM
1290
Brown Miller Wealth Management
Virginia
$642K +$28.5K +213 +5%
MC
1291
Machina Capital
France
$641K -$2.98M -22,246 -82%
IAS
1292
Insigneo Advisory Services
Florida
$640K +$339K +2,535 +115%
PWP
1293
Phillips Wealth Planners
Mississippi
$640K -$114K -852 -17%
CT
1294
Caldwell Trust
Florida
$636K – – –
LA
1295
LVW Advisors
New York
$635K +$33.3K +249 +6%
CA
1296
Cornerstone Advisory
Maryland
$635K -$43.6K -326 -6%
NP
1297
NorthRock Partners
Minnesota
$633K -$2.43M -18,158 -79%
WIM
1298
WealthPlan Investment Management
Nebraska
$633K +$626K +4,682 New
ACM
1299
Allred Capital Management
Texas
$626K +$19.1K +143 +3%
BWP
1300
Burling Wealth Partners
Illinois
$624K +$288K +2,155 +87%
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