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Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
1176
Paces Ferry Wealth Advisors
Georgia
$674K +$47.5K +231 +7%
LWM
1177
Lodestone Wealth Management
Washington
$674K +$3.9K +19 +0.5%
HPC
1178
HM Payson & Co
Maine
$672K +$65.3K +318 +10%
WP
1179
WealthPLAN Partners
Nebraska
$671K -$253K -1,230 -26%
LIA
1180
LBMC Investment Advisors
Tennessee
$670K +$347K +1,687 +95%
GSC
1181
Grey Street Capital
Illinois
$670K +$484K +2,354 +211%
NAMP
1182
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$668K -$293K -1,425 -29%
FG
1183
Foster Group
Iowa
$666K +$105K +512 +17%
CWM
1184
Congress Wealth Management
Massachusetts
$665K -$835K -4,065 -54%
CWM
1185
Connecticut Wealth Management
Connecticut
$665K +$126K +611 +22%
FTIS
1186
First Trust Investment Solutions
Florida
$665K +$253K +1,232 +56%
IWA
1187
Icon Wealth Advisors
Texas
$664K +$66.4K +323 +10%
PMSA
1188
Patrick M. Sweeney & Associates
Illinois
$664K -$4.93K -24 -0.7%
KMWM
1189
Keudell/Morrison Wealth Management
Oregon
$663K +$49.3K +240 +8%
HAIM
1190
Hunter Associates Investment Management
Pennsylvania
$658K +$699K +3,403 New
UAS
1191
United Asset Strategies
New York
$656K -$25.7K -125 -4%
VDI
1192
Vaughan David Investments
Illinois
$656K -$620K -3,015 -47%
DP
1193
DDD Partners
Washington
$655K +$1.85K +9 +0.3%
MWAM
1194
Manhattan West Asset Management
California
$655K -$2.6M -12,662 -79%
CA
1195
Cornerstone Advisory
Maryland
$652K -$226K -1,099 -25%
JIC
1196
Joel Isaacson & Co
New York
$652K – – –
ET
1197
Equitable Trust
Tennessee
$651K +$693K +3,372 New
DAS
1198
Diversify Advisory Services
Utah
$650K +$705K +3,431 New
GFG
1199
Greystone Financial Group
Michigan
$648K +$477K +2,319 +223%
MYLI
1200
Meiji Yasuda Life Insurance
Japan
$648K – – –
46 47
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