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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1701
Baystate Wealth Management
Massachusetts
$141K +$4.91K +78 +4%
WAM
1702
Wolverine Asset Management
Illinois
$141K +$138K +2,184 New
HWA
1703
HHM Wealth Advisors
Tennessee
$139K +$5.79K +92 +5%
PWMG
1704
Prestige Wealth Management Group
New Jersey
$138K -$17.2K -273 -11%
TF
1705
Tompkins Financial
New York
$135K -$23.5K -373 -15%
CFFP
1706
Center for Financial Planning
Michigan
$134K -$620K -9,850 -83%
LFG
1707
Larson Financial Group
Missouri
$131K +$34.8K +552 +38%
AAP
1708
Arax Advisory Partners
Colorado
$130K – – –
FWM
1709
Focused Wealth Management
New York
$130K +$14.6K +232 +13%
C
1710
Cerebellum
California
$130K +$113K +1,793 New
SIS
1711
Sound Income Strategies
Florida
$124K -$5.48K -87 -4%
FWM
1712
Filbrandt Wealth Management
Wisconsin
$124K +$91.9K +1,460 +324%
CWAF
1713
Core Wealth Advisors (Florida)
Florida
$123K – – –
AA
1714
AlphaMark Advisors
Kentucky
$121K +$42.3K +672 +56%
RDWM
1715
Red Door Wealth Management
Tennessee
$120K +$26.3K +417 +29%
WCG
1716
Weaver Consulting Group
California
$114K +$8.75K +139 +9%
PFSC
1717
Peoples Financial Services Corp
Pennsylvania
$114K +$23.9K +380 +28%
FNBOSM
1718
First National Bank of South Miami
Florida
$113K +$1.57K +25 +1%
M
1719
Mirova
France
$111K -$2.08K -33 -2%
SFM
1720
Systematic Financial Management
New Jersey
$110K – – –
KPW
1721
Kore Private Wealth
New York
$109K -$27.6K -439 -21%
GFA
1722
Gifford Fong Associates
California
$109K – – –
CI
1723
CX Institutional
Indiana
$108K -$18.5K -293 -15%
ZB
1724
Zions Bancorporation
Utah
$107K -$14K -222 -12%
AC
1725
AlphaCore Capital
California
$106K – – –
67 68
69
70 71