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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1801
MJP Associates
Connecticut
$833K -$85.8K -826 -11%
KA
1802
Klingman & Associates
New York
$830K +$77.3K +744 +13%
LMKC
1803
L.M. Kohn & Company
Ohio
$827K -$706K -6,795 -50%
PL
1804
Plancorp LLC
Missouri
$827K -$153K -1,477 -18%
CCG
1805
Chatham Capital Group
Georgia
$823K – – –
OBWG
1806
Onyx Bridge Wealth Group
New York
$822K -$64.6K -622 -9%
CCG
1807
Coastwise Capital Group
California
$821K -$35.7K -344 -5%
LI
1808
LifeWealth Investments
Florida
$820K +$69.2K +666 +11%
OPA
1809
Old Port Advisors
Maine
$820K -$73.1K -704 -10%
WCG
1810
Weaver Consulting Group
California
$819K +$623 +6 +0.1%
OC
1811
Oakworth Capital
Alabama
$818K -$52.9K -509 -7%
SS
1812
Sunbelt Securities
Texas
$817K -$35.3K -340 -4%
PAM
1813
PCG Asset Management
New Jersey
$816K +$7.58K +73 +1%
PHIC
1814
Pine Haven Investment Counsel
Massachusetts
$816K -$10.4K -100 -1%
BCA
1815
Bay Colony Advisors
Massachusetts
$815K -$285K -2,744 -29%
GFG
1816
Goldstone Financial Group
Illinois
$814K +$167K +1,612 +33%
CCWM
1817
Cassaday & Co Wealth Management
Virginia
$814K +$59.6K +574 +10%
LA
1818
Lifeworks Advisors
Michigan
$813K +$40.1K +386 +6%
TM
1819
TigerOak Management
New Mexico
$812K -$15.1K -145 -2%
AIM
1820
Access Investment Management
Georgia
$809K +$678K +6,527 New
BWP
1821
Baldwin Wealth Partners
Massachusetts
$807K -$520 -5 -0.1%
AA
1822
Addison Advisors
Vermont
$804K +$27.9K +269 +4%
OWA
1823
Opal Wealth Advisors
New York
$803K +$39.2K +377 +6%
TAM
1824
Trillium Asset Management
Massachusetts
$803K +$55.5K +534 +9%
QC
1825
Quent Capital
New York
$803K -$57.6K -554 -8%
71 72
73
74 75