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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1651
Prestige Wealth Management Group
New Jersey
$142K +$1.67K +25 +1%
LC
1652
Lindbrook Capital
California
$137K -$43K -644 -22%
ARMC
1653
American Research & Management Company
Massachusetts
$137K – – –
CIA
1654
CSat Investment Advisory
Michigan
$135K +$26.6K +399 +21%
WCA
1655
Windsor Creek Advisors
Vermont
$132K +$148K +2,223 New
KPW
1656
Kore Private Wealth
New York
$126K +$7.88K +118 +6%
BWM
1657
Baystate Wealth Management
Massachusetts
$124K -$534 -8 -0.4%
HWA
1658
HHM Wealth Advisors
Tennessee
$121K +$136K +2,041 New
CWP
1659
CFM Wealth Partners
Texas
$120K – – –
SFG
1660
Sowa Financial Group
Rhode Island
$120K +$67 +1 +0%
AAP
1661
Arax Advisory Partners
Colorado
$119K +$1.67K +25 +1%
AWM
1662
Atticus Wealth Management
Florida
$118K -$2.87K -43 -2%
SIS
1663
Sound Income Strategies
Florida
$118K +$75.5K +1,131 +132%
CI
1664
CX Institutional
Indiana
$116K -$3.7M -55,472 -97%
CWAF
1665
Core Wealth Advisors (Florida)
Florida
$112K +$126K +1,888 New
ZB
1666
Zions Bancorporation
Utah
$110K -$34.8K -522 -22%
WG
1667
Welch Group
Alabama
$110K +$123K +1,846 New
FWM
1668
Focused Wealth Management
New York
$105K -$1.67K -25 -1%
M
1669
Mirova
France
$104K -$44.3K -664 -28%
MIHAS
1670
Maj Invest Holding A/S
Denmark
$101K -$33.4K -500 -23%
FNBOSM
1671
First National Bank of South Miami
Florida
$101K -$4.87K -73 -4%
SFM
1672
Systematic Financial Management
New Jersey
$100K – – –
GFA
1673
Gifford Fong Associates
California
$99K – – –
CC
1674
Cognios Capital
Kansas
$98K -$1.63M -24,489 -94%
PCM
1675
Penserra Capital Management
California
$98K +$16.3K +244 +19%
65 66
67
68 69