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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1126
McGlone Suttner Wealth Management
Wisconsin
$724K +$31.9K +310 +5%
VIM
1127
Vista Investment Management
Pennsylvania
$722K +$139K +1,350 +24%
AWM
1128
Angeles Wealth Management
California
$721K +$9.45K +92 +1%
TA
1129
Tiedemann Advisors
New York
$721K +$1.34K +13 +0.2%
FPAS
1130
Focus Partners Advisor Solutions
Missouri
$720K +$92.7K +902 +15%
BDWCC
1131
B&D White Capital Company
Texas
$719K +$709K +6,900 New
PSFG
1132
Prairie Sky Financial Group
Illinois
$717K +$711K +6,920 New
IAIM
1133
International Assets Investment Management
Florida
$716K -$58K -564 -8%
SF
1134
Safeguard Financial
Wisconsin
$715K -$73.9K -719 -9%
HIC
1135
Holderness Investments Company
North Carolina
$713K +$205 +2 +0%
MRCM
1136
M&R Capital Management
New Jersey
$712K -$16.2K -158 -2%
BJL
1137
Brighton Jones LLC
Washington
$710K +$158K +1,535 +29%
WDC
1138
Woodward Diversified Capital
California
$709K +$11.7K +114 +2%
VFA
1139
Voya Financial Advisors
Connecticut
$708K +$347K +3,380 +97%
SF
1140
Summit Financial
New Jersey
$708K +$231K +2,244 +49%
GFP
1141
Gryphon Financial Partners
Ohio
$703K +$146K +1,425 +27%
PSC
1142
Portman Square Capital
United Kingdom
$701K -$1.08M -10,538 -61%
BWP
1143
Baldwin Wealth Partners
Massachusetts
$701K -$26.7K -260 -4%
FBT
1144
First Bankers Trust
Kentucky
$700K – – –
IAS
1145
Insigneo Advisory Services
Florida
$699K +$263K +2,555 +61%
IAS
1146
Investment Advisory Services
Texas
$698K +$356K +3,469 +106%
EP
1147
Edgestream Partners
New Jersey
$698K -$280K -2,728 -29%
PVI
1148
Pine Valley Investments
New Jersey
$697K +$691K +6,722 New
WT
1149
Washington Trust
Rhode Island
$693K +$13.8K +134 +2%
DRD
1150
Dennis R. Delaney
$690K +$684K +6,660 New
44 45
46
47 48