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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1751
Dakota Wealth Management
Florida
$783K -$54.5K -449 -6%
III
1752
Independent Investors Inc
New York
$782K -$85K -700 -10%
LB
1753
Legacy Bridge
Iowa
$779K -$42.3K -348 -5%
WP
1754
WealthPLAN Partners
Nebraska
$776K -$17.9K -147 -2%
IWP
1755
Icon Wealth Partners
Texas
$771K -$4.74K -39 -0.6%
PP
1756
Pegasus Partners
Wisconsin
$770K -$802K -6,607 -50%
NAS
1757
Nicolet Advisory Services
Wisconsin
$770K -$193K -1,591 -20%
NQWM
1758
Northwest Quadrant Wealth Management
Oregon
$763K -$8.5K -70 -1%
WDA
1759
Wendell David Associates
New Hampshire
$759K -$12.1K -100 -2%
MFP
1760
Meridian Financial Partners
Virginia
$759K +$16.5K +136 +2%
CP
1761
Covenant Partners
Tennessee
$753K – – –
BHWM
1762
Bay Harbor Wealth Management
Maryland
$753K +$410K +3,372 +103%
WA
1763
Wealthstar Advisors
Texas
$751K +$4.98K +41 +0.7%
SIM
1764
Stratos Investment Management
Ohio
$751K +$79.7K +656 +12%
BFA
1765
Beaumont Financial Advisors
Massachusetts
$749K +$19.6K +161 +3%
GAG
1766
GM Advisory Group
New York
$748K +$45.3K +373 +6%
VAG
1767
VisionPoint Advisory Group
Texas
$747K -$51.9K -427 -6%
AF
1768
AMG Funds
Connecticut
$746K -$29.6K -244 -4%
SMM
1769
Stadion Money Management
Georgia
$742K -$159K -1,312 -17%
TA
1770
Thor Advisors
New York
$737K +$755K +6,218 New
FSC
1771
Full Sail Capital
Oklahoma
$736K +$115K +948 +19%
BI
1772
Bramshill Investments
Florida
$735K – – –
IIC
1773
Integrated Investment Consultants
Michigan
$734K – – –
TF
1774
Tompkins Financial
New York
$734K +$16.9K +139 +2%
CNB
1775
Camden National Bank
Maine
$733K +$28.5K +235 +4%
69 70
71
72 73