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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1576
Avantax Planning Partners
Iowa
$261K +$234K +887 New
PA
1577
PFG Advisors
Arizona
$260K +$231K +878 New
WU
1578
Wealthsimple US
New York
$258K -$42.9K -163 -16%
CWM
1579
Centric Wealth Management
Illinois
$258K +$5.01K +19 +1%
RG
1580
Rikoon Group
New Mexico
$257K +$231K +875 New
BC
1581
Bartlett & Co
Ohio
$256K – – –
SFG
1582
StrategIQ Financial Group
Indiana
$256K +$230K +872 New
BCWM
1583
Bartlett & Co Wealth Management
Ohio
$256K – – –
VDI
1584
Vaughan David Investments
Illinois
$255K +$228K +866 New
NEWAS
1585
N.E.W. Advisory Services
Wisconsin
$254K +$228K +864 New
MCM
1586
Mengis Capital Management
Oregon
$254K +$228K +865 New
TCOK
1587
Trust Company of Kansas
Kansas
$253K +$227K +860 New
DWM
1588
Destination Wealth Management
California
$252K +$226K +858 New
GT
1589
Glenview Trust
Kentucky
$252K +$226K +858 New
KPW
1590
Kore Private Wealth
New York
$251K +$41.6K +158 +23%
JLBC
1591
J.L. Bainbridge & Co
Florida
$251K +$225K +854 New
CC
1592
Clearline Capital
New York
$251K +$225K +855 New
SFG
1593
SNS Financial Group
Minnesota
$250K +$224K +850 New
MFW
1594
Meristem Family Wealth
Minnesota
$247K -$22.9K -87 -9%
GWSG
1595
GPS Wealth Strategies Group
Colorado
$247K +$221K +839 New
IA
1596
IFG Advisory
Georgia
$247K +$222K +841 New
HI
1597
Human Investing
Oregon
$246K -$11.6K -44 -5%
MCCP
1598
Mission Creek Capital Partners
California
$246K +$221K +838 New
BCWM
1599
Blue Chip Wealth Management
Florida
$245K +$219K +833 New
TW
1600
TrinityPoint Wealth
Connecticut
$242K +$217K +824 New
62 63
64
65 66