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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1551
Sax Wealth Advisors
New Jersey
$788K +$11.9K +117 +1%
MGWM
1552
Marks Group Wealth Management
Minnesota
$786K -$1.73K -17 -0.2%
KTC
1553
Kentucky Trust Company
Kentucky
$782K -$13.3K -130 -2%
HCMG
1554
Howard Capital Management Group
California
$781K -$50.7K -497 -6%
GFG
1555
Goldstone Financial Group
Illinois
$781K +$86.7K +850 +12%
CG
1556
Corundum Group
Colorado
$779K +$36.2K +355 +5%
NL
1557
NWAM LLC
Washington
$779K -$5.71K -56 -0.7%
CPBTD
1558
Central Pacific Bank - Trust Division
Hawaii
$779K -$678K -6,647 -45%
TWP
1559
Tempus Wealth Planning
California
$779K -$27.8K -273 -3%
WDA
1560
Wendell David Associates
New Hampshire
$778K – – –
AFW
1561
Avantra Family Wealth
Pennsylvania
$775K +$301K +2,949 +58%
EI
1562
Ellevest Inc
New York
$773K -$42.8K -420 -5%
BFO
1563
Biltmore Family Office
North Carolina
$771K -$50.2K -492 -6%
APP
1564
Avantax Planning Partners
Iowa
$770K -$16.3K -160 -2%
FIA
1565
FNY Investment Advisers
New York
$770K +$816K +8,000 New
FFA
1566
Fragasso Financial Advisors
Pennsylvania
$770K +$40.8K +400 +5%
JMFC
1567
J.M. Forbes & Co
Massachusetts
$769K -$34.9K -342 -4%
IRC
1568
Investors Research Corp
Georgia
$768K -$12.5K -123 -2%
LA
1569
LexAurum Advisors
Kansas
$768K -$15.4K -151 -2%
AF
1570
Aldebaran Financial
$768K -$58.1K -570 -7%
UAML
1571
US Asset Management LLC
Pennsylvania
$767K – – –
KCM
1572
Kathmere Capital Management
Pennsylvania
$764K +$67.4K +661 +9%
AWAU
1573
Alliance Wealth Advisors (Utah)
Utah
$764K -$369K -3,617 -31%
SIA
1574
Soltis Investment Advisors
Utah
$762K -$37.8K -371 -4%
AI
1575
Accredited Investors
Minnesota
$761K +$9.38K +92 +1%
61 62
63
64 65