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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1226
Legacy Wealth Asset Management
Minnesota
$768K +$7.08K +71 +1%
SBIA
1227
Sheaff Brock Investment Advisors
Indiana
$765K -$46.9K -470 -6%
TCOT
1228
Trust Company of Toledo
Ohio
$764K -$11.5K -115 -2%
FCG
1229
Fielder Capital Group
Tennessee
$760K +$79.6K +798 +12%
FFP
1230
FourThought Financial Partners
Florida
$756K -$34K -341 -5%
KIC
1231
Keating Investment Counselors
Florida
$756K -$6.48K -65 -0.9%
UBP
1232
Union Bancaire Privee
Switzerland
$755K +$668K +6,699 +390%
WDC
1233
Woodward Diversified Capital
California
$750K +$113K +1,135 +19%
WI
1234
WrapManager Inc
California
$749K +$344K +3,454 +94%
SSWM
1235
Smith Salley Wealth Management
North Carolina
$749K +$95.7K +960 +16%
CWM
1236
Chesapeake Wealth Management
Virginia
$748K -$14.7K -147 -2%
GWMR
1237
GC Wealth Management RIA
Massachusetts
$746K -$47.1K -472 -6%
RB
1238
Rodgers Brothers
Pennsylvania
$746K -$34.7K -348 -5%
MIC
1239
Means Investment Company
Maine
$743K -$75.9K -761 -10%
WP
1240
Westmount Partners
California
$742K -$5.78K -58 -0.8%
JIP
1241
Jaffetilchin Investment Partners
Florida
$736K +$699K +7,011 New
AFG
1242
American Financial Group
Ohio
$735K – – –
JFG
1243
Jefferies Financial Group
New York
$735K -$8.04M -80,670 -92%
SL
1244
Sentry LLC
Tennessee
$733K -$49.7K -498 -7%
DW30
1245
Drucker Wealth 3.0
New Jersey
$731K +$158K +1,580 +29%
AA
1246
Armis Advisers
Georgia
$730K +$409K +4,101 +120%
TA
1247
Tectonic Advisors
Texas
$729K +$76.1K +763 +12%
UIM
1248
Unified Investment Management
Georgia
$727K +$74.6K +748 +12%
PSFG
1249
Prairie Sky Financial Group
Illinois
$727K – – –
LAM
1250
L2 Asset Management
Massachusetts
$726K -$69.8K -700 -9%
48 49
50
51 52