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Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
1826
L. Roy Papp & Associates
Arizona
$407K -$1.79K -17 -0.4%
WIP
1827
WealthCare Investment Partners
Rhode Island
$407K -$840 -8 -0.2%
JSW
1828
Journey Strategic Wealth
New Jersey
$406K +$24K +228 +6%
AAMC
1829
Asset Allocation & Management Company
Illinois
$405K – – –
FC
1830
Fulcrum Capital
Washington
$405K – – –
EWS
1831
Evergreen Wealth Solutions
Pennsylvania
$404K -$48.3K -460 -10%
DTC
1832
Davidson Trust Company
Washington
$404K +$34.7K +330 +9%
RCG
1833
Regatta Capital Group
California
$403K +$2.42K +23 +0.6%
TF
1834
TimeScale Financial
Massachusetts
$403K +$6.72K +64 +2%
PP
1835
Patron Partners
Texas
$402K -$2.63K -25 -0.6%
FMP
1836
Financial Management Professionals
Texas
$402K +$78.4K +746 +23%
FPAS
1837
Focus Partners Advisor Solutions
Missouri
$401K +$416K +3,959 New
AMIM
1838
Aull & Monroe Investment Management
Alabama
$400K +$47.3K +450 +13%
NLP
1839
Next Level Private
New York
$398K – – –
DDC
1840
DF Dent & Co
Maryland
$397K -$98.5K -938 -19%
BWM
1841
Baystate Wealth Management
Massachusetts
$397K +$16.4K +156 +4%
PCM
1842
Penserra Capital Management
California
$397K +$375K +3,565 +974%
PCG
1843
Private Capital Group
Connecticut
$396K +$1.47K +14 +0.4%
LJAC
1844
L.J. Altfest & Co
New York
$395K -$43.5K -414 -10%
PCP
1845
Proficio Capital Partners
Massachusetts
$395K -$3.68K -35 -0.9%
SVWAG
1846
Sound View Wealth Advisors Group
Georgia
$394K -$3.26K -31 -0.8%
AS
1847
Altshuler Shaham
Israel
$394K +$171K +1,631 +72%
HCA
1848
Heck Capital Advisors
Wisconsin
$394K -$3.68K -35 -0.9%
SFO
1849
Stokes Family Office
Louisiana
$393K +$31.8K +303 +8%
FA
1850
Fortis Advisors
Pennsylvania
$392K – – –
72 73
74
75 76