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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1401
Meeder Asset Management
Ohio
$553K -$1.68M -14,194 -73%
FG
1402
Fiduciary Group
Georgia
$553K +$237 +2 +0%
NS
1403
NBC Securities
Alabama
$551K -$22K -186 -3%
GWAG
1404
Garrett Wealth Advisory Group
Texas
$549K -$21.6K -182 -3%
FWP
1405
Falcon Wealth Planning
California
$549K +$229K +1,929 +58%
SIAP
1406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$548K – – –
KFS
1407
Keynote Financial Services
Connecticut
$547K -$44.4K -375 -7%
SC
1408
Scotia Capital
Ontario, Canada
$546K -$1.93M -16,323 -76%
MLL
1409
Moody Lynn & Lieberson
Massachusetts
$546K -$2.61K -22 -0.4%
CT
1410
Chicago Trust
Illinois
$543K – – –
CPA
1411
Capital Performance Advisors
California
$543K -$242K -2,039 -28%
1WM
1412
1900 Wealth Management
Texas
$542K +$87.6K +739 +16%
NWMG
1413
National Wealth Management Group
Ohio
$542K -$30.1K -254 -5%
FNFDCM
1414
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$541K -$1.42K -12 -0.2%
RMSCM
1415
R.M. Sincerbeaux Capital Management
New York
$541K – – –
FSA
1416
Fort Sheridan Advisors
Illinois
$538K – – –
AFT
1417
Alpha Family Trust
California
$535K – – –
OAM
1418
Oxford Asset Management
United Kingdom
$535K +$610K +5,150 New
EMAM
1419
Encompass More Asset Management
California
$535K -$830 -7 -0.1%
LSIA
1420
LaSalle St. Investment Advisors
Illinois
$535K -$5.93K -50 -1%
DW30
1421
Drucker Wealth 3.0
New Jersey
$533K +$15.9K +134 +3%
PRTG
1422
Post Resch Tallon Group
New York
$531K – – –
SFS
1423
Stiles Financial Services
Minnesota
$530K -$2.61K -22 -0.4%
WFC
1424
Western Financial Corp
California
$530K +$604K +5,097 New
CWP
1425
Cyndeo Wealth Partners
Florida
$530K +$4.03K +34 +0.7%
55 56
57
58 59