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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
2051
WFA of San Diego
California
$85.7K +$85.9K +955 New
GG
2052
Gleason Group
Kentucky
$85.5K +$720 +8 +0.8%
SIS
2053
Strategic Investment Solutions
Illinois
$84.9K +$9.45K +105 +12%
OA
2054
Operose Advisors
Wisconsin
$84.9K +$68K +756 +398%
CTA
2055
Colonial Trust Advisors
South Carolina
$84.8K -$25.9K -288 -23%
TPWA
2056
Twin Peaks Wealth Advisors
California
$84.2K +$80.1K +890 New
FCMT
2057
Founders Capital Management (Texas)
Texas
$83.7K +$90 +1 +0.1%
AF
2058
Alerus Financial
North Dakota
$83.2K +$83.4K +927 New
PWMG
2059
Prestige Wealth Management Group
New Jersey
$81.8K – – –
WWM
2060
Wolff Wiese Magana
California
$81.4K +$8.73K +97 +12%
CAM
2061
Costello Asset Management
Pennsylvania
$80.8K -$3.87K -43 -5%
GKIM
2062
GW&K Investment Management
Massachusetts
$78K +$24.9K +277 +47%
SIC
2063
SJS Investment Consulting
Ohio
$77.5K -$16K -178 -17%
MTIC
2064
Missouri Trust & Investment Company
Missouri
$77.4K +$5.67K +63 +8%
PG
2065
Proffitt & Goodson
Tennessee
$77.1K – – –
WTFG
2066
Wood Tarver Financial Group
Idaho
$77K – – –
CT
2067
Clearstead Trust
Maine
$76.8K +$2.61K +29 +4%
SSG
2068
Summit Securities Group
New York
$76.3K +$76.5K +850 New
NFSG
2069
Newbridge Financial Services Group
Florida
$75.8K +$8.1K +90 +12%
CAM
2070
Close Asset Management
United Kingdom
$74K – – –
PSFG
2071
Park Square Financial Group
Georgia
$73.9K – – –
MLA
2072
MB, Levis & Associates
Pennsylvania
$72.1K +$720 +8 +1%
HWM
2073
Hemington Wealth Management
Virginia
$72K -$20.7K -230 -22%
RA
2074
Rise Advisors
New York
$71.9K +$90 +1 +0.1%
NC
2075
NewSquare Capital
Pennsylvania
$71.9K +$15.6K +173 +28%
81 82
83
84 85