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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2201
Prentice Wealth Management
New York
$547K +$38.8K +777 +8%
CFG
2202
Carr Financial Group
Massachusetts
$547K +$12.1K +243 +2%
AMG
2203
Asset Management Group
Connecticut
$546K +$5.14K +103 +1%
PA
2204
Parkside Advisors
California
$545K +$449 +9 +0.1%
ACGA
2205
Atlanta Consulting Group Advisors
Georgia
$545K +$545K +10,920 New
VC
2206
Vicus Capital
Pennsylvania
$544K -$8.18K -164 -1%
KFS
2207
Kurt F. Somerville
$544K -$12.5K -250 -2%
TIM
2208
Tortoise Investment Management
New York
$542K +$100 +2 +0%
PIA
2209
Powell Investment Advisors
Florida
$542K – – –
KF
2210
Krilogy Financial
Missouri
$541K -$838K -16,797 -61%
MTIM
2211
Marathon Trading Investment Management
Pennsylvania
$541K -$368K -7,378 -41%
TWA
2212
TCI Wealth Advisors
Arizona
$539K -$3.64K -73 -0.7%
TFA
2213
Teamwork Financial Advisors
Texas
$537K -$73.5K -1,474 -12%
CA
2214
Calton & Associates
Florida
$536K -$48.9K -980 -8%
NRS
2215
Neville Rodie & Shaw
New York
$536K +$81.1K +1,625 +18%
JEST
2216
JTC Employer Solutions Trustee
Jersey
$535K +$477K +9,560 +801%
SWM
2217
Seed Wealth Management
Illinois
$535K -$29.3K -587 -5%
CBA
2218
Coastal Bridge Advisors
Connecticut
$534K -$94.1K -1,886 -15%
CA
2219
Crumly & Associates
Illinois
$532K +$11K +220 +2%
WAL
2220
W Advisors LLC
Tennessee
$531K +$3.09K +62 +0.6%
WG
2221
Wealth Group
North Carolina
$530K +$530K +10,627 New
RWMG
2222
Redwood Wealth Management Group
New Jersey
$530K -$119K -2,378 -18%
CIA
2223
Compass Ion Advisors
Pennsylvania
$530K -$35.3K -708 -6%
DA
2224
Dover Advisors
Virginia
$530K +$529K +10,610 New
RAM
2225
Ramirez Asset Management
New York
$529K – – –
87 88
89
90 91