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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1476
Wealth Alliance Advisory Group
Kansas
$253K – – –
FG
1477
Fiduciary Group
Georgia
$251K +$222K +1,185 New
BWP
1478
BSW Wealth Partners
Colorado
$250K +$221K +1,178 New
UAS
1479
United Asset Strategies
New York
$250K +$221K +1,180 New
PW
1480
Peninsula Wealth
California
$249K +$220K +1,172 New
SCP
1481
Stamos Capital Partners
California
$249K +$220K +1,175 New
WC
1482
Whitney & Co
New York
$248K – – –
BFC
1483
Bedel Financial Consulting
Indiana
$248K +$5.63K +30 +3%
WWM
1484
Windsor Wealth Management
Indiana
$248K +$219K +1,169 New
FDCC
1485
Foster Dykema Cabot & Co
Massachusetts
$248K +$220K +1,170 New
ISWM
1486
Independent Solutions Wealth Management
New York
$248K +$219K +1,168 New
PWAG
1487
Polaris Wealth Advisory Group
California
$247K -$44.3K -236 -18%
GC
1488
Grimes & Company
Massachusetts
$247K +$218K +1,163 New
WCG
1489
Weaver Consulting Group
California
$245K -$20.1K -107 -7%
FHB
1490
First Hawaiian Bank
Hawaii
$245K +$217K +1,154 New
SWM
1491
Sculati Wealth Management
Michigan
$244K +$216K +1,150 New
MWM
1492
MorganRosel Wealth Management
Colorado
$243K +$215K +1,145 New
SWM
1493
Southern Wealth Management
Texas
$243K +$215K +1,145 New
WLPWM
1494
Walled Lake Planning & Wealth Management
Illinois
$243K +$215K +1,145 New
PTP
1495
Platform Technology Partners
New York
$243K +$215K +1,146 New
BCM
1496
Brookstone Capital Management
Illinois
$243K +$215K +1,147 New
PP
1497
PDS Planning
Ohio
$242K +$214K +1,140 New
LHC
1498
Little House Capital
Massachusetts
$242K +$214K +1,142 New
GP
1499
Girard Partners
Pennsylvania
$241K +$214K +1,138 New
PAS
1500
Partnervest Advisory Services
California
$239K -$239K -1,275 -53%
58 59
60
61 62