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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1076
Stratos Wealth Advisors
Ohio
$688K +$6.32K +62 +0.9%
HDIM
1077
Hanson & Doremus Investment Management
Vermont
$687K – – –
NWMG
1078
Nicholson Wealth Management Group
South Carolina
$685K +$672K +6,595 New
GM
1079
GeoWealth Management
Illinois
$683K -$198K -1,941 -23%
BFO
1080
Boston Family Office
Massachusetts
$681K – – –
BDA
1081
Borer Denton & Associates
Pennsylvania
$680K – – –
LS
1082
Livforsakringsbolaget Skandia
Sweden
$679K +$530K +5,200 +386%
MWM
1083
Mission Wealth Management
California
$675K +$227K +2,227 +52%
GWSG
1084
GPS Wealth Strategies Group
Colorado
$674K +$6.32K +62 +1%
TPW
1085
Transatlantique Private Wealth
New York
$674K -$169K -1,662 -20%
PFBT
1086
Parkside Financial Bank & Trust
Missouri
$673K +$88.6K +869 +15%
LC
1087
Lindbrook Capital
California
$668K +$3.87K +38 +0.6%
OTL
1088
Oak Thistle LLC
New York
$667K +$655K +6,423 New
EP
1089
EPIQ Partners
Minnesota
$664K – – –
FWP
1090
FAS Wealth Partners
Kansas
$661K +$408 +4 +0.1%
TFA
1091
Transamerica Financial Advisors
Florida
$658K -$407K -3,994 -39%
RIA
1092
Realta Investment Advisors
Delaware
$650K +$180K +1,766 +38%
MSA
1093
Marino Stram & Associates
Massachusetts
$645K +$1.53K +15 +0.2%
BFA
1094
Beaumont Financial Advisors
Massachusetts
$643K +$1.43K +14 +0.2%
JGIA
1095
Jackson Grant Investment Advisers
Connecticut
$642K +$1.63K +16 +0.3%
SLA
1096
Silver Lake Advisory
Utah
$639K -$56.6K -555 -8%
GI
1097
GAMCO Investors
Connecticut
$638K – – –
RP
1098
Rice Partnership
Hawaii
$636K +$3.67K +36 +0.6%
AFG
1099
Atomi Financial Group
New York
$633K +$70.5K +692 +13%
GWM
1100
GSB Wealth Management
Connecticut
$631K -$135K -1,326 -18%
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