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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1301
Cedar Brook Financial Partners
Ohio
$511K +$93.1K +906 +23%
WP
1302
WealthSource Partners
California
$510K +$77.2K +751 +18%
SP
1303
Successful Portfolios
Florida
$506K -$75.2K -732 -13%
APA
1304
Astoria Portfolio Advisors
New York
$506K +$70.9K +690 +18%
SI
1305
SCP Investment
California
$504K +$103K +1,000 +26%
TFF
1306
The Family Firm
Maryland
$503K +$1.23K +12 +0.2%
MW
1307
Marcum Wealth
Ohio
$503K +$411 +4 +0.1%
PCM
1308
Princeton Capital Management
New Jersey
$503K +$499K +4,852 New
I
1309
InceptionR
California
$502K -$992K -9,651 -67%
HIP
1310
Harrell Investment Partners
Texas
$501K +$822 +8 +0.2%
BFPW
1311
BOK Financial Private Wealth
Colorado
$499K -$86.7K -844 -15%
OCBCO
1312
Oversea-Chinese Banking Corp (OCBC)
Singapore
$498K +$21.2K +206 +4%
EWS
1313
Evergreen Wealth Solutions
Pennsylvania
$498K +$77.2K +751 +19%
AWA
1314
Aaron Wealth Advisors
Illinois
$498K +$38.3K +373 +8%
MTC
1315
McDaniel Terry & Co
Texas
$496K +$1.34K +13 +0.3%
FFA
1316
Founders Financial Alliance
North Carolina
$495K +$201K +1,957 +69%
MSAM
1317
Moloney Securities Asset Management
Missouri
$494K -$10.5K -102 -2%
AIM
1318
Aspen Investment Management
Michigan
$494K -$12K -117 -2%
WA
1319
Waverly Advisors
Alabama
$492K +$44.9K +437 +10%
MIP
1320
Marietta Investment Partners
Wisconsin
$489K – – –
SDAM
1321
Shulman DeMeo Asset Management
New York
$486K -$73.4K -714 -13%
IIC
1322
Integrated Investment Consultants
Michigan
$485K +$206K +2,001 +75%
FAIM
1323
Financial Advocates Investment Management
Washington
$485K -$16K -156 -3%
MA
1324
Montag & Associates
Georgia
$484K – – –
LB
1325
Legacy Bridge
Iowa
$484K – – –
51 52
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