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Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
1751
Cornerstone Advisors (Washington)
Washington
$786K +$58.5K +482 +8%
DWM
1752
Dakota Wealth Management
Florida
$783K -$54.5K -449 -6%
III
1753
Independent Investors Inc
New York
$782K -$85K -700 -10%
LB
1754
Legacy Bridge
Iowa
$779K -$42.3K -348 -5%
WP
1755
WealthPLAN Partners
Nebraska
$776K -$17.9K -147 -2%
IWP
1756
Icon Wealth Partners
Texas
$771K -$4.74K -39 -0.6%
PP
1757
Pegasus Partners
Wisconsin
$770K -$802K -6,607 -50%
NAS
1758
Nicolet Advisory Services
Wisconsin
$770K -$193K -1,591 -20%
NQWM
1759
Northwest Quadrant Wealth Management
Oregon
$763K -$8.5K -70 -1%
WDA
1760
Wendell David Associates
New Hampshire
$759K -$12.1K -100 -2%
MFP
1761
Meridian Financial Partners
Virginia
$759K +$16.5K +136 +2%
CP
1762
Covenant Partners
Tennessee
$753K – – –
BHWM
1763
Bay Harbor Wealth Management
Maryland
$753K +$410K +3,372 +103%
WA
1764
Wealthstar Advisors
Texas
$751K +$4.98K +41 +0.7%
SIM
1765
Stratos Investment Management
Ohio
$751K +$79.7K +656 +12%
BFA
1766
Beaumont Financial Advisors
Massachusetts
$749K +$19.6K +161 +3%
GAG
1767
GM Advisory Group
New York
$748K +$45.3K +373 +6%
VAG
1768
VisionPoint Advisory Group
Texas
$747K -$51.9K -427 -6%
AF
1769
AMG Funds
Connecticut
$746K -$29.6K -244 -4%
SMM
1770
Stadion Money Management
Georgia
$742K -$159K -1,312 -17%
TA
1771
Thor Advisors
New York
$737K +$755K +6,218 New
FSC
1772
Full Sail Capital
Oklahoma
$736K +$115K +948 +19%
BI
1773
Bramshill Investments
Florida
$735K – – –
IIC
1774
Integrated Investment Consultants
Michigan
$734K – – –
TF
1775
Tompkins Financial
New York
$734K +$16.9K +139 +2%
69 70
71
72 73