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Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
826
Redwood Wealth Management Group
New Jersey
$221K – – –
IFG
827
Independent Financial Group
California
$221K – – –
EFS
828
Essex Financial Services
Connecticut
$220K +$205K +1,540 New
VCA
829
Verdence Capital Advisors
Maryland
$220K -$4.53K -34 -2%
TWG
830
The Wealth Group
Minnesota
$219K +$189K +1,417 New
CWP
831
Core Wealth Partners
California
$218K – – –
WFA
832
Websterrogers Financial Advisors
South Carolina
$217K +$203K +1,522 New
HIC
833
Holderness Investments Company
North Carolina
$215K +$201K +1,510 New
AHB
834
Abner Herrman & Brock
New Jersey
$214K +$200K +1,500 New
JWCA
835
J.W. Coons Advisors
Ohio
$214K +$200K +1,500 New
LG
836
LaFleur & Godfrey
Michigan
$214K +$200K +1,500 New
LAS
837
LWM Advisory Services
Florida
$214K +$200K +1,500 New
WANY
838
Wealthspire Advisors (New York)
New York
$212K +$199K +1,489 New
AIS
839
AM Investment Strategies
Tennessee
$211K +$197K +1,481 New
IG
840
ING Group
Netherlands
$210K +$124K +931 +171%
FH
841
FWG Holdings
Florida
$210K -$287K -2,156 -59%
SA
842
SL Advisors
New Jersey
$208K -$28.8K -216 -13%
GL
843
Graypoint LLC
New York
$208K +$195K +1,459 New
DWT
844
Dorsey & Whitney Trust
South Dakota
$208K +$195K +1,459 New
ACM
845
Allred Capital Management
Texas
$208K -$36K -270 -16%
CCM
846
Coldstream Capital Management
Washington
$207K -$14.7K -110 -7%
PWLP
847
Prio Wealth Limited Partnership
Massachusetts
$207K -$19.7K -148 -9%
PL
848
Plancorp LLC
Missouri
$207K +$193K +1,451 New
BDA
849
Borer Denton & Associates
Pennsylvania
$207K -$19.3K -145 -9%
NHT
850
New Hampshire Trust
New Hampshire
$207K +$193K +1,449 New
32 33
34
35 36