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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1176
Souders Financial Advisors
Ohio
$646K +$693K +3,320 New
OIA
1177
Optimum Investment Advisors
Illinois
$645K +$184K +880 +36%
NWP
1178
Northstar Wealth Partners
Connecticut
$641K -$42.2K -202 -6%
PGFC
1179
Peapack-Gladstone Financial Corp
New Jersey
$641K -$35.5K -170 -5%
IAIM
1180
International Assets Investment Management
Florida
$638K +$684K +3,279 New
JAM
1181
JCIC Asset Management
Ontario, Canada
$637K -$17.1K -82 -2%
RA
1182
Rational Advisors
New York
$636K -$1.12M -5,376 -62%
VWM
1183
Venturi Wealth Management
Texas
$632K +$4.17K +20 +0.6%
AIA
1184
Armor Investment Advisors
North Carolina
$626K -$61.4K -294 -8%
SIM
1185
Sonora Investment Management
Arizona
$625K +$63K +302 +10%
CT
1186
Chicago Trust
Illinois
$622K -$41.7K -200 -6%
FWM
1187
Foresight Wealth Management
Utah
$618K -$39.4K -189 -6%
CL
1188
Choreo LLC
Illinois
$612K -$118K -563 -15%
BWCS
1189
Beirne Wealth Consulting Services
Connecticut
$611K -$25K -120 -4%
GIM
1190
Groesbeck Investment Management
New Jersey
$611K – – –
BFM
1191
Boston Financial Management
Massachusetts
$608K +$652K +3,126 New
ANB
1192
Amarillo National Bank
Texas
$607K – – –
IEFM
1193
IQ EQ Fund Management
Ireland
$604K -$146K -701 -18%
WMA
1194
Wealth Management Associates
New Jersey
$603K -$5.22K -25 -0.8%
PR
1195
Payden & Rygel
California
$603K +$647K +3,100 New
WP
1196
WMS Partners
Maryland
$602K +$42.6K +204 +7%
FFG
1197
Fortem Financial Group
California
$602K +$89.8K +430 +16%
DAS
1198
Dynamic Advisor Solutions
Arizona
$599K +$284K +1,362 +79%
AMCA
1199
Arthur M. Cohen & Associates
Illinois
$592K -$38.2K -183 -5%
WKWM
1200
Walter & Keenan Wealth Management
Indiana
$592K +$667K +3,197 New
46 47
48
49 50