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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1176
Highline Wealth Partners
California
$554K +$5.35K +30 +1%
FG
1177
Foster Group
Iowa
$553K -$72.9K -409 -12%
AGWCA
1178
Annis Gardner Whiting Capital Advisors
Florida
$551K +$502K +2,814 +1,303%
CFS
1179
CRA Financial Services
New Jersey
$549K -$2.85K -16 -0.5%
EWM
1180
Elite Wealth Management
Washington
$547K -$107K -600 -17%
HPC
1181
HM Payson & Co
Maine
$547K -$85K -477 -14%
AWM
1182
Ameliora Wealth Management
Switzerland
$546K -$35.6K -200 -6%
SIS
1183
Sound Income Strategies
Florida
$545K +$39.7K +223 +8%
VA
1184
Valmark Advisers
Ohio
$545K -$135K -756 -20%
NAMP
1185
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$544K -$83.8K -470 -14%
IA
1186
IFG Advisory
Georgia
$543K +$532K +2,983 New
CFMC
1187
Curbstone Financial Management Corp
New Hampshire
$542K +$35.6K +200 +7%
RCI
1188
RS Crum Inc
California
$540K +$529K +2,969 New
CCG
1189
Chatham Capital Group
Georgia
$537K – – –
SPL
1190
Smart Portfolios LLC
Washington
$535K +$37.4K +210 +8%
WP
1191
WealthPLAN Partners
Nebraska
$533K -$97K -544 -16%
DSC
1192
Duncker Streett & Co
Missouri
$533K -$27.3K -153 -5%
TWM
1193
TriaGen Wealth Management
California
$533K +$87.3K +490 +20%
BBNB
1194
Baker Boyer National Bank
Washington
$532K -$64.2K -360 -11%
RA
1195
Rise Advisors
New York
$532K +$380K +2,130 +269%
SF
1196
Symphony Financial
Texas
$531K -$431K -2,417 -45%
HB
1197
HTLF Bank
Colorado
$531K +$3.39K +19 +0.7%
PP
1198
PDS Planning
Ohio
$531K +$30.5K +171 +6%
TWM
1199
Triton Wealth Management
Arizona
$530K -$7.13K -40 -1%
LA
1200
Lifeworks Advisors
Michigan
$527K +$175K +981 +51%
46 47
48
49 50