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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1551
Walter & Keenan Wealth Management
Indiana
$323K +$167K +600 +76%
NIM
1552
NuWave Investment Management
New Jersey
$320K +$381K +1,374 +45,800%
GFP
1553
Gryphon Financial Partners
Ohio
$319K +$23.6K +85 +7%
OR
1554
Olympiad Research
Connecticut
$314K +$375K +1,349 New
MA
1555
MJP Associates
Connecticut
$314K +$375K +1,351 New
AA
1556
Aufman Associates
Pennsylvania
$313K – – –
WCM
1557
Windward Capital Management
California
$313K +$373K +1,343 New
CCM
1558
Carlson Capital Management
Minnesota
$312K -$5.83K -21 -2%
ICG
1559
InterOcean Capital Group
Tennessee
$312K +$373K +1,342 New
CI
1560
Conning Inc
Connecticut
$311K – – –
MA
1561
MONECO Advisors
Connecticut
$311K +$2.5K +9 +0.7%
SFG
1562
StrategIQ Financial Group
Indiana
$311K +$129K +466 +53%
GA
1563
Geller Advisors
New York
$307K – – –
NHC
1564
Nicholas Hoffman & Company
Georgia
$306K +$13.9K +50 +4%
WSC
1565
Wellington Shields & Co
New York
$306K +$170K +613 +88%
AFM
1566
Andesa Financial Management
Pennsylvania
$305K -$120K -432 -25%
WP
1567
WealthShield Partners
North Carolina
$305K -$13.3K -48 -4%
FCM
1568
Fortis Capital Management
Washington
$305K +$55K +198 +18%
CB
1569
CNB Bank
Pennsylvania
$302K +$24.2K +87 +7%
GEA
1570
Glen Eagle Advisors
New Jersey
$300K +$23K +83 +7%
CCP
1571
Corient Capital Partners
California
$299K -$830K -2,989 -70%
BG
1572
Bahl & Gaynor
Ohio
$299K +$5.55K +20 +2%
HAS
1573
HBW Advisory Services
California
$297K +$76.3K +275 +27%
WU
1574
Wealthsimple US
New York
$297K +$110K +395 +45%
HFP
1575
Holistic Financial Partners
Indiana
$296K -$93.8K -338 -21%
61 62
63
64 65