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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
2201
Hobart Private Capital
North Carolina
$305K -$182K -1,862 -39%
CFP
2202
Curran Financial Partners
South Carolina
$304K – – –
LA
2203
LexAurum Advisors
Kansas
$304K +$3.13K +32 +1%
WDG
2204
Wealth Dimensions Group
Ohio
$303K +$7.23K +74 +3%
SFP
2205
Sandbox Financial Partners
Maryland
$303K +$28.8K +295 +11%
PFO
2206
Pathstone Family Office
New Jersey
$303K +$157K +1,607 +124%
PWM
2207
Purus Wealth Management
California
$302K +$282K +2,887 New
BMD
2208
Better Money Decisions
New Mexico
$300K +$279K +2,862 New
FAG
2209
Financial Advisory Group
Texas
$299K -$49.4K -506 -15%
SFG
2210
Sather Financial Group
Texas
$299K – – –
PGA
2211
Portland Global Advisors
Maine
$297K – – –
BCP
2212
Berkeley Capital Partners
Georgia
$297K +$277K +2,833 New
FNBOH
2213
First National Bank of Hutchinson
Kansas
$296K +$276K +2,831 New
LA
2214
Legacy Advisors
Pennsylvania
$295K – – –
CWM
2215
Centric Wealth Management
Illinois
$294K +$781 +8 +0.3%
AP
2216
Adero Partners
California
$293K +$273K +2,795 New
WTFG
2217
Wells Trecaso Financial Group
Ohio
$291K +$12.3K +126 +5%
GSIS
2218
Global Strategic Investment Solutions
Arizona
$291K +$271K +2,780 New
PCM
2219
Princeton Capital Management
New Jersey
$290K -$16.6K -170 -6%
AC
2220
Apella Capital
Connecticut
$290K – – –
TLCM
2221
Twin Lakes Capital Management
California
$290K +$98 +1 +0%
ZF
2222
Zhang Financial
Michigan
$290K +$16K +164 +6%
LWPC
2223
Legacy Wealth Partners (California)
California
$288K -$43.5K -446 -14%
PCMC
2224
Private Capital Management (Colorado)
Colorado
$288K -$12.6K -129 -4%
LWM
2225
Loveless Wealth Management
Montana
$288K – – –
87 88
89
90 91