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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1801
Heritage Wealth Advisors
Virginia
$749K +$63.2K +1,301 +10%
TCPWM
1802
Traverso Chambers Private Wealth Management
California
$746K -$21.9K -451 -3%
SWA
1803
Stratos Wealth Advisors
Ohio
$745K -$42.8K -881 -6%
LC
1804
LCNB Corp
Ohio
$741K -$7.29K -150 -1%
CWA
1805
Cypress Wealth Advisors
California
$738K -$25.8K -531 -4%
DWA
1806
Douglass Winthrop Advisors
New York
$735K -$2.67K -55 -0.4%
FMW
1807
Farr Miller & Washington
District of Columbia
$732K -$9.18K -189 -1%
IIM
1808
Ipswich Investment Management
Massachusetts
$732K +$8.41K +173 +1%
SDAM
1809
Shulman DeMeo Asset Management
New York
$728K +$49.3K +1,015 +8%
SBL
1810
Sargent Bickham Lagudis
Colorado
$725K +$27.4K +563 +4%
CAM
1811
Covenant Asset Management
New Jersey
$724K -$10.7K -220 -2%
CHP
1812
Cable Hill Partners
Oregon
$723K -$168K -3,460 -21%
APG
1813
Abacus Planning Group
South Carolina
$719K +$2.43K +50 +0.4%
AFNAS
1814
American Financial Network Advisory Services
California
$719K +$147K +3,023 +29%
RI
1815
Ridgewood Investments
New Jersey
$718K +$21.9K +451 +4%
JWM
1816
Jupiter Wealth Management
Colorado
$716K +$617K +12,700 New
MFW
1817
Mosaic Family Wealth
Missouri
$715K -$9.67K -199 -1%
FWP
1818
FAS Wealth Partners
Kansas
$713K -$30.8K -633 -5%
BWCS
1819
Beirne Wealth Consulting Services
Connecticut
$712K +$59.2K +1,219 +10%
AMG
1820
Asset Management Group
Connecticut
$710K +$4.57K +94 +0.7%
MWC
1821
MBM Wealth Consultants
Missouri
$708K -$29.4K -605 -4%
SAM
1822
SignalPoint Asset Management
Missouri
$708K +$3.55K +73 +0.6%
APW
1823
Acima Private Wealth
Virginia
$704K +$59.8K +1,231 +10%
MSFP
1824
Mark Sheptoff Financial Planning
Connecticut
$698K +$138K +2,850 +28%
LTI
1825
Laffer Tengler Investments
Tennessee
$695K -$307K -6,309 -33%
71 72
73
74 75