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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1651
WealthSource Partners
California
$358K -$902K -2,568 -73%
HA
1652
Hamel Associates
New Jersey
$355K +$24.6K +70 +8%
CRWM
1653
Castle Rock Wealth Management
California
$354K +$339K +966 New
HWA
1654
Heritage Wealth Advisors
Virginia
$353K +$35.1K +100 +12%
RW
1655
REDW Wealth
New Mexico
$352K +$1.05K +3 +0.3%
SIA
1656
Starfire Investment Advisers
Michigan
$351K -$32K -91 -9%
FA
1657
FCG Advisors
New Jersey
$351K -$6.32K -18 -2%
LFA
1658
Legacy Financial Advisors
Kentucky
$351K +$15.1K +43 +5%
DWM
1659
Darwin Wealth Management
Florida
$350K -$130K -371 -28%
TPW
1660
Tiller Private Wealth
Pennsylvania
$346K -$35.1K -100 -10%
F
1661
Filament
Washington
$345K +$8.78K +25 +3%
FTC
1662
Farmers Trust Company
Ohio
$344K -$10.5K -30 -3%
AWE
1663
Avidian Wealth Enterprises
Texas
$344K -$1.05K -3 -0.3%
AOWM
1664
Alpha Omega Wealth Management
Virginia
$341K – – –
AIP
1665
Almanack Investment Partners
Pennsylvania
$341K +$22.5K +64 +8%
JFA
1666
JNBA Financial Advisors
Minnesota
$341K +$212K +603 +192%
DDC
1667
DF Dent & Co
Maryland
$340K – – –
SWK
1668
Stephen W. Kidder
$340K – – –
CIA
1669
Cascade Investment Advisors
Oregon
$335K – – –
MAA
1670
Matrix Asset Advisors
New York
$333K – – –
IWC
1671
Integrated Wealth Concepts
Massachusetts
$332K +$305K +869 New
ARMC
1672
American Research & Management Company
Massachusetts
$331K -$98.4K -280 -24%
WAM
1673
Winslow Asset Management
Ohio
$331K – – –
MCIA
1674
Mountain Capital Investment Advisors
Colorado
$331K +$1.41K +4 +0.5%
FBC
1675
Fairfield, Bush & Co
Connecticut
$327K -$35.1K -100 -10%
65 66
67
68 69