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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
1201
Juncture Wealth Strategies
Arizona
$279K +$12.4K +222 +5%
MWM
1202
Midwest Wealth Management
Indiana
$278K +$254K +4,557 New
CWA
1203
Clearview Wealth Advisors
Oregon
$277K +$19.1K +343 +8%
BWP
1204
Baldwin Wealth Partners
Massachusetts
$276K -$9.2K -165 -4%
AIM
1205
Axiom Investment Management
New York
$275K -$2.62K -47 -1%
MCM
1206
McRae Capital Management
New Jersey
$274K – – –
FFA
1207
Founders Financial Alliance
North Carolina
$274K +$5.52K +99 +2%
AWA
1208
ARS Wealth Advisors
Florida
$273K – – –
CCA
1209
Cobblestone Capital Advisors
New York
$273K +$5.91K +106 +2%
FCA
1210
FinTrust Capital Advisors
South Carolina
$272K +$66.3K +1,190 +36%
TF
1211
TLWM Financial
Texas
$271K – – –
HWA
1212
HHM Wealth Advisors
Tennessee
$271K +$30.4K +545 +14%
PPP
1213
Private Portfolio Partners
New Jersey
$271K -$11.1K -200 -4%
NW
1214
NewEdge Wealth
Pennsylvania
$270K +$247K +4,428 New
AHC
1215
Adell Harriman & Carpenter
Texas
$269K – – –
PWA
1216
Physician Wealth Advisors
Utah
$269K -$40.5K -727 -13%
NB
1217
Northwest Bancshares
Pennsylvania
$269K – – –
EWP
1218
Engrave Wealth Partners
Texas
$269K +$3.34K +60 +1%
BCP
1219
Berkeley Capital Partners
Georgia
$269K +$246K +4,416 New
FG
1220
Fiduciary Group
Georgia
$268K +$4.68K +84 +2%
FHC
1221
First Heartland Consultants
Missouri
$266K +$4.29K +77 +2%
MWM
1222
Modera Wealth Management
New Jersey
$265K +$223 +4 +0.1%
CA
1223
Continuum Advisory
Idaho
$264K +$242K +4,343 New
WPC
1224
White Pine Capital
Minnesota
$263K – – –
NJBEST
1225
New Jersey Better Educational Savings Trust
New Jersey
$262K – – –
47 48
49
50 51